Creative Ways to Turn Prospects into Enrollments and Get More Referrals

Posted: June 13, 2019

Health insurance agencies and brokerages are always trying to land new clients to grow their business.To do that, many of them make prospecting a continuous top priority while...

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Real-Time Quoting: Why It’s Essential in 2020

Posted: May 22, 2019

Back in the day, insurance agents and brokers would have to manually compile quotes from several different carriers every time a prospect reached out.

Not only did this process take...

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What Millennials Look for When it Comes to Health Insurance

Posted: May 20, 2019

Move over Gen X; millennials are all the rage these days.

According to a recent study by Pew, millennials became the biggest chunk of the workforce in 2016. Today, more than one out...

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4 Ways to Make Your Insurance Business Stand Out in 2019

Posted: May 17, 2019

Imagine you open an Italian restaurant in a neighborhood that’s filled with sushi spots and Mexican eateries. Your restaurant will stand out because it’s a unique offering in the...

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Information All Insurance Agents Should Be Tracking for Their Clients and Prospects

Posted: May 2, 2019

The insurance industry is highly competitive. Even if your brokerage or agency is doing a great job, there’s a good chance some of your clients will leave—if for no other reason...

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Habits of Successful Insurance Agents Who Work From Home

Posted: April 25, 2019

In today’s digital world, more and more insurance agents are building successful careers from the comfort of their homes.

That said, not everyone is cut out for remote working.  


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6 Phone Prospecting Tips for Insurance Agents

Posted: April 16, 2019

Every insurance agent needs to spend a lot of time on the phone with prospects in order to grow their business.

Without the right plan in place, however, many of those phone calls...

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What Your Clients Expect from Their Insurance Broker

Posted: April 12, 2019

Buying insurance is a major decision everyone must face.

Your clients need insurance to protect themselves and their loved ones, so they look for insurance brokers who have a...

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Quote and Enroll Software for Insurance Agents vs. Carrier Direct

Posted: April 10, 2019

Imagine you’re planning a vacation to Hawaii, and it’s time to book a flight.

You could visit each company’s website to find out what Delta, American Airlines, and Southwest...

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