Latest Articles

Tips for Conducting an Effective Client Needs Assessment

4 Tips for Conducting an Effective Client Needs Assessment

One of the most valuable tools available to help you get to know your clients, their circumstances, goals, and preferences is a client needs assessment. A needs assessment provides you...

tips for new insurance agents

Setting Yourself Up to Succeed as an Insurance Broker or...

When you’re starting your career as an insurance sales professional, there are many things to consider. Do you want to work for yourself or for someone else? What type of...

What is P&C Insurance

What is P&C Insurance? How Can You Get into P&C?

If you’re currently selling Group Health, you already know you can build a stronger bond with your clients by expanding your service to them. Have you considered Property and Casualty...

How Word & Brown Services Empower the Independent Broker

Word & Brown Services Empower Independent Brokers

Did you know? You can relieve yourself of many administrative, back-end tasks related to quoting and enrolling Small Group – and Large Group – Health and Ancillary Insurance. Partnering with...

Word & Brown: The General Agency Partnership That Grows With You

Word & Brown: The GA Partnership That Grows With You

When you’re an independent insurance sales professional, whether you work alone or with others, you can benefit from having a general agency (GA) partner. A GA can offer you a...

Insurance Sales networking

5 Tips for Turning Insurance Networking Events and Professional Gatherings...

Hosting or participating in networking events and professional gatherings can be an effective way for you to expand your network and open the door to potential business partners and clients...

arrowcaret-downclosefacebookhamburgerinstagramlinkedinpauseplaytwitteryoutube