Blog

How to Sell Dental Insurance to Seniors

Posted: June 1, 2020

The best insurance agents don’t stop once they’ve matched their clients with standard health insurance plans that meet their basic needs. Instead, they set their sights on selling...

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How Insurance MGAs Can Connect with Their Senior Clients

Posted: May 18, 2020

In most cases, when someone needs to buy insurance, they go directly to the broker. In turn, the broker helps the individual shop for insurance plans at multiple carriers and, after...

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New Client Onboarding Checklist for Insurance Agents

Posted: February 17, 2020

In the insurance industry, first impressions matter. 

When clients have a positive experience in the initial days after buying insurance from you, chances are that they’re going to...

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How to Be a Better Insurance Agent

Posted: February 10, 2020

No matter how successful your health insurance agency or brokerage has been in recent years, you can always do better.

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Personalize Your Emails and Other Insurance Marketing Tips

Posted: February 3, 2020

These days, customers are demanding personalized experiences more than ever before. In fact, one recent study found that 63 percent of consumers expect personalized services

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How to Write a Great Prospecting Email as an Insurance Broker

Posted: January 27, 2020

Where would your health insurance agency or brokerage be without email marketing?

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6 Ways to Get Referrals from Your Current Clients

Posted: December 11, 2019

Health insurance agencies and brokerages—and, really, every small business, for that matter—are focused on landing more clients and growing their operations.

To do this, they invest...

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Selling Health Insurance: 5 Common Mistakes and How to Avoid Them

Posted: July 3, 2019

Selling health insurance is an incredibly competitive business. Even the best agents have their work cut out for them as clients switch health insurance plans on a regular basis.

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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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