How to Quote and Enroll Clients in Ancillary Insurance

Posted: July 7, 2020

Adding ancillary insurance to your selling repertoire can be a rewarding move. It’s the perfect way to add more value to your clients and boost your commissions. But when it comes time...

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Tips for Selling Dental and Vision Insurance from Home

Posted: June 18, 2020

Ever thought of selling dental and vision insurance from home? Now is the time to do it. According to Global Workplace Analytics, 4.7 million employees now work from home at least half...

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Blind Spots in Medicare Coverage

Posted: June 5, 2020

In partnership with VSP Individual Vision Plans

With over 60 million Americans enrolled in Medicare1 and an estimated 10,000 Americans turning 65 every day2, chances are you have...

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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 a...

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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 be...

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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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