The Insurance Broker Blog | Word & Brown General Agency

Expert Ave.

Hosting Your First Open Enrollment Q&A – and Why It...

April 21, 2025

Broker Basics

What is a PEO? Helping Your Client Understand Professional Employer...

April 2, 2025

insurance friendly tax products for employers

Why Word & Brown

Tax Season Spotlight: Word & Brown Offers Smart Ways Your...

April 1, 2025

Sales & Marketing Tips

Financial Planning ABCs and Adopting Sound Business Practices to Succeed...

March 21, 2025

Latest Articles

Insurance Sales Tips On Building Relationships

Sales & Marketing Tips

5 Key Communication Tips: Building Stronger Customer Relationships

September 23, 2024 / Alex Strautman

Building and maintaining strong relationships with prospects and clients is crucial for your business’s success. These connections foster trust and loyalty while creating opportunities for collaboration and feedback. By engaging...

Broker Basics

5 Health Insurance Essentials Brokers Should Know

September 13, 2024 / Alex Strautman

In your role as a broker and consultant for your individual and business insurance clients, you want to be sure you’re able to provide the personal service they want, while...

Why Word & Brown

Streamline Your Sales Processes With Help from Word & Brown’s...

September 10, 2024 / Alex Strautman

One of the reasons so many brokers choose Word & Brown as their General Agency partner is so they can take advantage of the streamlined sales processes offered by our...

Sales & Marketing Tips

How to Create a Winning Insurance Sales Presentation

August 30, 2024 / Staff Writer

The right sales presentation will turn your employer prospect into a customer. Whether your discussion is online or in-person, there are some basic guidelines to keep in mind when putting...

Sales & Marketing Tips

10 Tips for Optimizing Your Office Setup; Don’t Skimp –...

August 23, 2024 / Alex Strautman

Whether you’re just getting started as an insurance sales professional, or you’ve been at it for years, it’s important that you establish a committed space where operate your business. It...

Expert Ave.

Avoid Career Stagnation & Embrace Continuous Learning

August 21, 2024 / Rene Gonzalez

Every licensed insurance broker has a Continuing Education (CE) Credit requirement to maintain a resident license – and, in many cases, a non-resident license. In California, Life agents and Accident...