Insurance Broker Blog

What Insurance Brokers Need to Know to Win Millennials

"We should remember that intellectual complacency is not our friend and that learning - not just new things but new ways of thinking - is a life-long endeavor," per Blair Sheppard ...
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Best Day for Brokers to Call Leads and Make the Sale

When you first became an insurance broker, people read the newspaper for news –the one that’s made of actual paper. They had face-to-face meetings, used the yellow pages to find ...
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Broker Research: Millennials' Views on Dental Benefits

Whether you are a dental insurance broker, a dentist or an employer, the key to succeeding in your business is having intelligence about your customers. What do they want? What ...
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How to Improve Insurance Client Focus After Open Enrollment

According to the Colonial Life/Unum U.S. Worker Benefits Survey, 76 percent of workers who believe their benefits education is strong rate their workplaces as good or excellent. ...
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What is a Dental PPO Plan? How to Break it Down for Your Groups

Insurance is complicated. In fact, only 12 percent of American adults are health literate. That means, employees have a lot of questions. And chances are, they are directing those ...
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Is ACA Reporting a Puzzle? Understand the Purpose of the Pieces

Looking at the pieces of a jigsaw puzzle and trying to make sense of it is beyond challenging if you don’t know what the pieces are supposed to create or in other words, if you ...
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The Cadillac Tax: 3 Things You Should Know

Fluid. “Stay fluid,” my co-worker said. But you could tell that his comment wasn’t really directed to me. It seemed more of a reminder to himself on how to navigate our current ...
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Insurance Brokers: Stressed? Exercise and Kick Stress to the Curb

A new year holds great potential, as well as challenges. The mystery is you don’t know when either will come. But there’s one variable that you have the most control over: ...
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You Can Put More Money In Your Pocket By Selling Vision Benefits

If you are trying to bolster profit margins and meet the needs of your customers, consider adding ancillary products to your listing. Ancillary benefits complement health ...
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How Groups are Preparing for the Excise Tax

The Excise Tax, or “Cadillac Tax,” will impact 38 percent of large employers and 17 percent of American businesses across the board. This is according to a report from the ...
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