Choosing the Right CRM as an Insurance Agent

Insurance agents have their work cut out for them. The industry changes every year—sometimes drastically. New regulations are enacted, insurer merger and acquisition activity takes place, and innovative technologies continue to come to market. The list goes on.

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There's No Such Thing as a Free Insurance Lead

There’s no such thing as a free lunch, so the famous saying goes. In the world of insurance, there’s no such thing as a free lead, either.

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6 Ways to Get Referrals from Your Current Clients

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 in marketing and advertising, and they hire effective sales teams that focus exclusively on closing more deals.

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Benefits of Selling Health Insurance Across State Lines

It’s no secret that healthcare costs are spiraling out of control. One recent report found that U.S. households shelled out $3.5 trillion on healthcare in 2017—an average of $10,739 per person. That’s a ton of money no matter how you slice it.

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Do You Have to Have Your AHIP Certification to Sell Medicare?

As a health insurance broker or agent, your job is to sell health insurance to as many people as possible. 

To do that, you target all kinds of people—young millennials, small-business owners, HR administrators at larger organizations, self-employed individuals, and even seniors.

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Prospecting Tips for Insurance Agents: Follow Up Calls with Emails

You’ve just gotten off the phone with a prospect. The call went well because you came in with a plan, knew what you were going to talk about, stuck to a script, and acted like a trusted adviser.

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