Insurance Broker Blog

Setting Goals is Necessary for your open enrollment, open enrollment, broker blog, broker tips

Setting Goals is Necessary for Your Open Enrollment

By: Natalia Courtois on 9/15/20 15:00

Open enrollment is right around the corner and based on SourceMedia Research’s open enrollment readiness benchmark survey, most employers are not prepared for the actual process ...
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Preparing for a meeting, presenting, hosting a meeting, 3 tips to prepare for your meeting

3 Tips to Prepare for Your Meeting

By: Natalia Courtois on 2/18/20 10:00

Hosting a meeting can be intimidating. There are many things to consider prior to presenting – location, time, content, attendance, etc. Once you’re done setting up your meeting ...
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Three Facebook Practices for Your Insurance Agency

By: Natalia Courtois on 6/28/18 16:00

The insurance industry has always been about building trust and client relationships. It is easy to demonstrate your industry knowledge over lunch or go the extra mile for a ...
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