Insurance Broker Blog

All Leads for Insurance Brokers Are Not Created Equal

As an insurance broker, you know that spending time ensuring your clients are happy with your services makes sense for client retention. On the other hand, growing your client ...
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Small Business Day: Celebrate your Business

Amidst the (often chaotic) long Thanksgiving weekend fell Small Business Day on Saturday. Here’s an eye-opening look at the power of small businesses in the U.S. economy. It turns ...
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Why (and How!) Insurance Brokers Should Write Whitepapers

In the digital age, the traditional methods of marketing yourself and selling your skills won’t make the cut. These days, you need an Internet presence (website, blog, social ...
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4 Steps to Attract More Clients

Whether you are just starting out as an independent insurance broker, or you are a seasoned veteran who just needs some new approaches, you can always benefit from having more ...
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Is your Small Business Healthy or Floundering?

Your bank manager will tell you that the truth about your business lies in the bank balance, your accountant will tell you it lies in the balance sheet, and your business coach ...
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10 Actionable Items to Help Boost Your Online Business Image

Your online presence says a lot about who you are. What your clients and prospective clients see and hear online can polish or tarnish your business image. You can capitalize on ...
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Don't Be Late: Being Punctual is Being Professional

You're busy. You have appointments to keep, calls to make, texts to send, voicemail messages to listen to, research to finish, proposals to write, admin to complete, staff to ...
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Three Sure-Fire Ways to Prepare for Client Meetings

In the era of the Affordable Care Act, coupled with the rapid pace of expanding technology, the function of the healthcare broker has had to expand to maintain a sustainable base ...
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Bundling Health Insurance Products for Your Book of Business

Brokers seeking to expand their business and, at the same time, strengthen their business relationships may want to consider bundling health insurance products for customers.
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Connecting with Insurance Clients: The Importance of Entertaining

Closing sales requires engaging with clients in ways that are meaningful to them -- but what is the best way to do that?
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