Latest Articles

Let Us Take On Some of Your Back-Office Activities

  As a new health insurance broker, you have a lot to focus on: prospecting for and pitching new clients, providing information and service to current customers, and staying on...

Holman Group Webinar

Do your clients offer an Employee Assistance Program (EAP)? An EAP can improve productivity and help employees in a variety of ways. A stand-alone plan can also deliver savings to...

LIBERTY Dental Plan

Introducing LIBERTY Dental Plan, a new DHMO option for groups of 2-300 employees. LIBERTY offers DHMO plans on a stand-alone basis or as a dual choice with Ameritas $100 Plus...

Lincoln Financial Webinar

Whether your clients have 25 or 500 employees, Lincoln Financial has what they want: a diverse portfolio of Life, Disability, Dental, Vision, and Worksite products. With 86,600+ group policies in...

Email Templates Can Help New Health Insurance Brokers With Sales...

  Communication is an essential part of your building and nurturing positive relationships with your customers. Your ongoing outreach can help you stay in touch, generate new referrals and leads,...

Star Broker – Erin Chisdak

Erin Chisdak, San Diego, CA Client Executive, Marsh & McLennan Agency   “Call me if you need me.”   I got my start in small business consulting while working for...

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