Insurance Broker Blog

4 Tips for a Successful Open Enrollment Meeting

You might be asking yourself, what do I present at open enrollment? Making the right first impression with your clients and their employees is key to a successful relationship. ...
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4 Quick Tips for Connecting with Clients Virtually

An easy guide to forging virtual connections for insurance brokers
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Why You Should Be Selling Vision Insurance

Are you looking to win more business? Do you want to deepen your current client relationships? Then you should sell ancillary products like vision insurance. Selling vision ...
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Want to Elevate Your Business With YouTube?

How to Stand Out, Engage, and Convert with YouTube Videos The power of YouTube video marketing is hard to deny when it comes to building trust with your customers.
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Showing and Telling: How Storytelling Can Help You Sell

Have you ever sat down and asked yourself, “what’s one word to describe myself as a professional?” You might have thought of words like “salesperson” or “client services”. But – ...
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7 Skills Health Insurance Brokers Can Market to Clients

Buying health insurance is not the same as buying life insurance or even a new car. As a health insurance broker you know that, but many of your clients and potential clients ...
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How Dental Insurance Brokers Get More Sales by Not Selling

It’s more apparent that the assertive pitch sales approach is a thing of the past. A new approach for dental insurance brokers to get more sales is actually to stop forcing to ...
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The CARES Act: 3 Things Brokers Need To Know

On March 27, 2020, the federal Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into law. Creating a $2.2 trillion dollar lifeline for American ...
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4 Tips for Brokers Working From Home

Thanks to COVID-19, working from home has shifted from an occasional occurrence to the daily routine for most insurance brokers. Whether you are excited to work from home or ...
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Top 10 Tips to Increase Employee Engagement

As a health insurance broker, you are continually finding new ways to make your clients' jobs easier. Whether it's assisting them as they navigate health care reform, helping ...
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