Latest Articles

Claim Form

Claim Forms: When Clients Should Use Them, Where to Get...

Whether you focus on Medical, Dental, Vision, Disability, or supplemental products like Life, AD&D, Accident, Hospital Indemnity, Critical Illness, or something else, you’re bound to get a client request from...

Spring Cleaning: Dusting Old Client Prospects, Warming Up Cold LeadsOff Old

Spring Cleaning: Dusting Off Old Client Prospects, Warming Up Cold...

Spring has sprung! Now’s the time of year to look back on your former connections – prospects that did not become clients or others with whom you have lost contact...

Annual Maximum

Helping Clients Understand Their Annual Plan Maximums

Employees and employers commonly inquire about their health insurance plans’ annual maximums, and their personal “out-of-pocket” cost maximums for selected coverage. An annual plan maximum, sometimes known as a plan’s...

Office co-workers walking

How to Determine Whether a Variable-Hour “Hourly” Employee is Full-Time...

Employers commonly hire “hourly” (non-salary) employees to support their organizations. Hourly employees sometimes have variable schedules – that is, their scheduled hours differ week-to-week depending on business demand, staffing, and...

Outreach sales ideas

5 Outreach Ideas to Make Your Agency a Local Celebrity...

Whether you’re a long-time insurance sales professional or you’ve been in the business only a short time, if you’re like other insurance brokers, you are always looking for new methods...

PPO vs HMO

Helping Your Clients Understand the Differences and Advantages of Medical...

Health care is complicated. For employers, employees, and dependents. Making the right plan choice is sometimes challenging, especially when an employer replaces an existing plan with coverage from a different...

arrowcaret-downclosefacebookhamburgerinstagramlinkedinpauseplaytwitteryoutube