Latest Articles

How to Build Your Book of Business as a New...

Whether you’re in your first year as a health insurance sales professional, or you are a long-time insurance industry veteran, a constant challenge can be building your block of business....

Health Insurance Quoting

Streamlining the Quoting Process: 5 Tips for Insurance Brokers

A critical part of the health insurance sales process is generating a quote for your prospect or client. It provides a summary of available coverage options, costs, terms, and also...

New health insurance broker tips

Your First Year as a Broker: What to Expect and...

Your first year as a health insurance professional can be challenging, but also rewarding. There’s nothing quite like the feeling of fulfillment when you’re able to help a business and...

health insurance networking

Do’s and Don’ts: 9 Networking Tips for Insurance Brokers

Networking is essential for career growth and advancement – and for personal and professional development. In today’s business world, having a strong network offers you a significant professional advantage. It...

New Broker Pitfalls and How to Avoid Them

7 Common New Broker Pitfalls – and How to Avoid...

Working as an independent insurance broker offers great benefits. Being able to choose your own career path. Determining your own hours. Working from virtually anywhere. Having the potential for higher...

Insurance Sales Personalization Tips

Personalization in Health Insurance Sales: Tailoring Your Pitch

One of the best ways you can develop a personalized sales pitch is by focusing on each client’s specific needs and situation. Below are three suggested steps you may want...

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