The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker
Leveraging the “Power of &” in a Volatile Market
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Leveraging the “Power of &” in a Volatile Market

Sample 2026 Small Group Prospecting Script
Link to: Tips For Creating a 2026 Small Group Prospecting Script

Tips For Creating a 2026 Small Group Prospecting Script

Link to: Helping Clients Find Coverage When ACA Subsidies End

Helping Clients Find Coverage When ACA Subsidies End

Facts vs. Myths: California’s 2026 Change to Broker Prelicensing Requirements
Link to: Facts vs. Myths: California’s 2026 Change to Broker Prelicensing Requirements

Facts vs. Myths: California’s 2026 Change to Broker Prelicensing Requirements

Latest Articles

  • 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,...
  • Why Word & Brown

Health Insurance News Link Roundup 6/11/20

/ Gabby Caparelli

  This weeks News Links Roundups include some updates with COVID-19 spreads and general forecasts within Health Insurance. General Healthcare & Health Insurance News Companies eliminating health insurance coverage to...
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