Insurance Broker Blog

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 – ...
Read More

What are CE Credits?

As a broker, getting your clients the best insurance that fits their needs and their budget is a big part of your job. But there’s another crucial aspect, and that’s continuing ...
Read More

How to Show Empathy to Clients in 5 Steps

To succeed, a broker needs to excel in both sales and customer service. These roles require various skills that can be learned and improved with training and practice. Empathy is ...
Read More

How to Sell Health Insurance to Small vs. Large Businesses

As an insurance broker, you know that health insurance coverage is key to long-term health and financial stability. It turns out that most employees would wholeheartedly agree. ...
Read More

3 Reasons Brokers Should be Selling Discount Dental Plans

Trends come and go, but one trend that has been growing with increasing popularity is the purchase of discount dental plans. Enrollment in these alternative dental plans is on the ...
Read More

3 Ways Emotional Intelligence Can Make You a Better Broker

The saying, "people do business with people", has far reaching implications for insurance brokers. At the end of the day, a human will be making the decision to buy your ...
Read More

3 Types of Survey Questions Brokers Should Ask After Open Enrollment

Open enrollment season is coming to a close. And with many, if not all, meetings going online, it’s time to gauge from your clients how successful this year’s open enrollment ...
Read More

Why Ancillary Benefits Are Getting More Attention

There’s probably never been a better time to sell ancillary benefits. Including dental, vision, and life insurance benefits in your sales strategy is just a smart business. Many ...
Read More

3 Tips for Delivering Engaging Presentations

From new client meetings to open enrollment – your ability to deliver engaging presentations to your clients and their employees is an integral part of your role as an insurance ...
Read More

The Benefits of ASO: Why Brokers Should Sell It

With so many plan designs available for health insurance and ancillary benefits, some brokers may be wondering about administrative services only, better known as ASO or ...
Read More