Latest Articles

Sales and time management tips

Making the Most of Client Zoom Meetings and Phone Calls

To be successful in today’s competitive insurance marketplace, it’s important you nurture positive relations with prospects and existing clients. You need to make the most of your time management and...

Sales Momentum Preparing for Q2

3 Tips for Building Sales Momentum and Preparing for Q2

With peak season now in the rear-view mirror, you could be tempted to kick back and relax a little as you start the new calendar year. But, it’s also a...

Generate client referrals

Master Your Closing Follow-Up to Generate More Referrals

No matter how long you’ve been selling health insurance and employee benefits, you probably know that referrals are important to your business. They can bring you high-quality leads at a...

Selling Health Insurance

5 Things to Love About Selling Health Insurance

Individuals are drawn to sales roles for a variety of reasons. Some are motivated by financial rewards. Others like that the skills needed can often be applied to multiple industries...

Effective Goal Setting: 7 Essential Tips for Successful Health Insurance...

In the rapidly evolving world of health insurance, setting clear, actionable goals is essential for agents aiming to achieve top performance and deliver exceptional value to their clients. Whether you’re...

Client first sales

3 Tips to Developing a Client-Centric Sales Approach

There are many distinct types of sales approaches used by insurance professionals. Some work better than others. Indeed published a list in 2023 about 13 types of sales approaches to...

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