The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker
New health insurance broker tips
Link to: Your First Year as a Broker: What to Expect and...

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

New Broker Pitfalls and How to Avoid Them
Link to: 7 Common New Broker Pitfalls – and How to Avoid...

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

Voluntary benefits and workplace wellness
Link to: Capitalize on the Popularity of Voluntary Benefits and Workplace Wellness...

Capitalize on the Popularity of Voluntary Benefits and Workplace Wellness...

Link to: Top Skills to Look for When Hiring Insurance Support Staff

Top Skills to Look for When Hiring Insurance Support Staff

Latest Articles

  • Why Word & Brown

Health Insurance News Link Roundup 6/19

/ Gabby Caparelli

Whether you’re in California or Nevada here are some updates within the healthcare and insurance industry that are sure to keep brokers in the loop. How Companies and Health Insurance...
  • Underwriting

Common Ownership

/ Meyre Sizemore

Aetna Guidelines Groups who have more than one business with different TINs may be eligible to enroll as one group if the following are met: One owner has controlling interest...
  • Underwriting

Your Latest Underwriting Updates (California)

/ Meyre Sizemore

Here are the latest Underwriting updates from our carrier partners (last updated June 17, 2020): No DE 9C Promotion Participation and Alongside Valid Waivers Start-up Groups PEO Guidelines Husband &...
  • Underwriting

Updated Participation Guide for Vision Coverage

/ Heather Jung

Word & Brown has published a new California Vision Participation Guide for brokers interested in the carrier and third party administrator (TPA) guidelines for employer-sponsored and voluntary Vision coverage. The...
  • Underwriting

Owner Only Groups

/ Meyre Sizemore

Aetna Will the carrier write an Owner Only Group? No Aetna will not write a group without at least 1 non-owner W2 employee   Anthem BlueCross Will the carrier write...
  • Sales & Marketing Tips

Using Tech to Stay Connected With Current and Prospective Customers

/ Alex Strautman

  The COVID-19 pandemic has dramatically affected the way insurance brokers (and others) are connecting with customers. Face-to-face meetings are off limits, at least temporarily. As more businesses, particularly offices,...
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