PSM Brokerage

JANUARY 22, 2025

As an agent, broker, or web-broker, you are tasked with connecting individuals and families with the health insurance they need, all while adhering to strict compliance guidelines. Fair Competition: Compliance creates a level playing field for agents and brokers.

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Solstice Insurance Broker

JANUARY 23, 2025

As an insurance broker, you can be the compass your clients need. Key Takeaways : Brokers should stay informed to empower their clients. Key Takeaways : Brokers should stay informed to empower their clients. Brokers should advocate for clients year-round, assisting with claims and policy updates.

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An-Insurance-Agents-Career

JANUARY 3, 2018

Read the comments from one of our loyal subscribers about Relationship Building located on our testimonial page. Mike McCoy is a marketing specialist with one of the largest broker agencies in the United States, with over 10,000 licensed agents.

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Word & Brown

OCTOBER 31, 2024

2: Build Credibility Focus on how you can assist your prospects and clients. Read our prior post, Intro to CRM Tools for Insurance Agents, to learn more about CRM and some of available platforms. The leads you receive can build your network and help fill your future sales pipeline.

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Constant Contact

DECEMBER 14, 2021

People looking to protect their homes, vehicles, and families want to work with an insurance agent they can trust. However, with 422,688 insurance brokers and agencies in the U.S. as of 2021, how can your insurance agency help clients see you as their ideal choice? Consider this: There are 4.48

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Agency Revolution

AUGUST 21, 2024

This strategic hire completes Agency Revolution’s leadership team and underscores its commitment to providing top-tier digital marketing solutions for independent insurance agents. “I am honored to join Agency Revolution and to work with such a talented team,” said Dan Goodwin.

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Property Insurance Centre

SEPTEMBER 25, 2024

Top Building Insurance Pitfalls Here are some common pitfalls to avoid when getting building insurance in the UK: – Underinsuring. Insure your building at the amount that it will cost to rebuild it and not at the current market value when securing block of flats insurance.

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Friendly Agent

MARCH 12, 2020

Hence whether you are a startup or local business (like insurance agency, real estate agent) or a big company, you cannot ignore Instagram when it comes to marketing. Instagram is great for building the brand of your insurance agency. I have connected with a lot of successful agents over Twitter.

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American Agents Alliance

FEBRUARY 21, 2025

Insurance agents and brokers can also follow this strategy to connect with policyholders. Even in our digital world, insurance is still a people business built on relationships. Policyholders want to work with an agent who understands their needs and educates them on insurance solutions.

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Frankenmuth Insurance

JUNE 27, 2024

Fill out forms for each of your contacts, such as your: Accountant Bank Billing/invoicing service Building manager/owner Building security Insurance agent/broker Insurance company Internet service provider Payroll provider Public works department Telephone company Utilities company How to keep suppliers and vendors informed.

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Word & Brown

JULY 29, 2024

Read our related blog, Effective Goal Setting: 7 Essential Tips for Successful Health Insurance Agents. Consider going beyond what you’re currently doing to generate leads and build your network. Or refine your follow up to persuade more “declines” to reconsider you as their broker. 2: Mix up your prospecting techniques.

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American Agents Alliance

DECEMBER 14, 2024

Shifting insurance market conditions will bring new risks and opportunities for agents and brokers. The insurance business has always been dynamic, with different lines of business and markets heavily influenced by macroeconomic conditions, changing consumer demands, and cyclical market shifts.

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Jackson & Jackson

APRIL 30, 2024

Ask your Broker; they can map it beforehand. To mitigate these risks, consider investing in enhancements like seismic retrofits or fire-resistant building materials. Crime Rates Areas with higher crime rates often have higher property insurance rates due to the elevated risk of theft, vandalism, and other crime-related damages.

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Jackson & Jackson

APRIL 26, 2024

This guide aims to help new investors understand the basics of commercial property insurance in California, ensuring that their investments are protected against unforeseen events. Equipment Breakdown : Covers loss due to the breakdown of machinery like elevators or HVAC systems, which are critical for commercial buildings.

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Word & Brown

NOVEMBER 12, 2024

In today’s competitive health insurance landscape, brokers face the challenge of not only understanding complex health plans but also marketing them effectively to the right audiences. These firms (and others) offer marketing solutions for independent insurance agencies and brokers.

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American Agents Alliance

JULY 22, 2024

Sales and marketing efforts are a part of every agent’s business. Using marketing strategies that align your agency to the local market can help an agent grow locally. This means marketing strategies designed to attract and retain more of the local market can help an insurance agent grow more quickly than a generic strategy.

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Cowbell

JANUARY 13, 2025

A special thank you goes to our exceptional employeesour Cowbellerswho dedicate themselves every day to not only providing outstanding service to our clients but also to building a safer and more resilient digital ecosystem for everyone. Agentic AI**: Orchestrator agents are poised to transform end-to-end processes in commercial insurance.

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Bankers Insurance

JULY 22, 2024

Each year, Westfield’s top independent insurance agents are invited to nominate a local nonprofit in their community to receive a donation. The Westfield Insurance Foundation, an independent private foundation endowed by Westfield, awards the donations to support their top agents’ local communities. “As

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Smart Insurance Agents

OCTOBER 16, 2024

A medical health insurance broker helps you choose the best health insurance plan tailored to your needs. Unlike agents tied to one insurer, brokers work with multiple companies to give you unbiased options. What is a medical health insurance broker?

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American Agents Alliance

JANUARY 17, 2025

Many want a trusted insurance advisor to help them understand their risks and how to become more resilient. Agents who position themselves as risk resilience experts can help policyholders become more educated and aware of how to improve their risk exposure and reduce the potential of losses. Conduct personalized risk assessments.

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Distinguished

SEPTEMBER 25, 2024

Whether it’s a construction project for a single-family home , a mixed-use building , or a commercial property, Distinguished’s Builder’s Risk Program has got it covered. Property damage : Damages to the building that is being constructed or renovated. Access our online Broker Portal.

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Agency Revolution

AUGUST 21, 2024

This strategic hire completes Agency Revolution’s leadership team and underscores its commitment to providing top-tier digital marketing solutions for independent insurance agents. “I am honored to join Agency Revolution and to work with such a talented team,” said Dan Goodwin.

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Agency Revolution

JANUARY 15, 2025

As the insurance industry evolves, the idea of independent insurance agencies and brokerages embracing artificial intelligence (AI) is no longer a futuristic conceptits become a necessity to stay relevant. In fact, according to Agency Forward, 79% of principal agents planned on adopting AI by 2025 (Source: Agency Forward ).

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Word & Brown

FEBRUARY 20, 2025

California license information can be found on the California Department of Insurance (DOI) website. Many brokers in California who sell employee benefits choose an Accident and Health or Sickness License or a Full Life Agent license (which includes Life, Accident, and Health or Sickness).

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PSM Brokerage

NOVEMBER 19, 2024

Build Trust : Clients are more likely to work with agents who are ethical and transparent. Follow Third-Party Marketing Organization (TPMO) Rules CMS considers agents and brokers third-party marketing organizations (TPMOs). Record Marketing and Sales Calls Agents must record all marketing, sales, and enrollment calls.

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Word & Brown

JANUARY 20, 2025

Hosting in-person and online events allows you to showcase your insurance expertise, share valuable tips and insights with individuals, business owners, or both, and set the stage for a long-term relationship that can lead to even more business. The options are many. One option is to host or co-host a Referral Partner Mixer.

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American Agents Alliance

DECEMBER 18, 2024

However, agents can pinpoint their efforts strategically by focusing on three high-impact goals. As policyholder expectations continue to evolve rapidly, insurance agents need to adapt quickly as well. A customer relationship management (CRM) system allows agents better ways to interact with customers and track important events.

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Smart Insurance Agents

SEPTEMBER 28, 2024

Looking for help with choosing the right medical insurance? A broker for medical insurance can simplify the process. In this article, we’ll explain the benefits of using a broker, how to find a reliable one, and key questions you should ask. Get ready to make informed health coverage decisions.

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Property Insurance Centre

MARCH 19, 2024

“Insurance companies should prioritize consumer education to build trust and ensure policyholders understand their rights and responsibilities. ” Preventing Claims Disputes through Education One of the main benefits of insurer-led consumer education is the prevention of claims disputes.

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Jackson & Jackson

APRIL 10, 2024

Here are five critical considerations you should keep in mind regarding insurance when buying or investing in commercial property. Understanding the Types of Coverage Available Property Insurance This is the most basic form of insurance you’ll need.

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Jackson & Jackson

MAY 22, 2024

With the right insurance coverage, investors can mitigate financial losses resulting from unforeseen events such as fires, storms, theft, or vandalism. This can help investors attract quality tenants and build trust in the property’s management, which can contribute to the property’s long-term success.

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InsuredMine

MARCH 12, 2024

Digital Disruption: The insurance industry is undergoing a significant digital transformation. Agents and brokers must adapt to these changes, but the integration of new technologies can sometimes lead to unforeseen challenges. Building strong relationships within the community can give them a competitive edge.

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Word & Brown

NOVEMBER 7, 2024

Here are seven proven techniques to help you close more sales as a health insurance agent or broker. Closing Techniques in Insurance Sales to Boost Success 1. Be transparent with information Transparency builds credibility and trust between you and your clients. Listen, discuss, and share.

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Majesco

FEBRUARY 22, 2024

Can insurers let go of the legacy debt that is holding them back? Trend 2: Robust Growth in Excess & Surplus Lines and MGAs Managing general agents in the US market saw very strong growth in 2022, well above the broader property/casualty insurance market growth, according to Conning’s 2023 annual MGA report. with $85.5B

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Word & Brown

NOVEMBER 20, 2024

Thoughtful insurance agent gifts don’t just spread cheer—they strengthen the trust and loyalty you’ve built with your clients throughout the year. Pair them with funny sayings like “If You Can Read This, Bring Me Insurance Papers” or quirky patterns featuring animals in business suits. Novelty Socks: Who doesn’t love cozy socks?

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Word & Brown

OCTOBER 20, 2024

It’s not just about meeting legal requirements—getting licensed also builds trust with clients and opens doors to a rewarding career in health insurance. Whether you’re exploring a new career path or aiming to expand your expertise, understanding the steps to becoming a licensed insurance broker is critical.

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American Agents Alliance

FEBRUARY 26, 2025

Relationships drive success in many industries, including the insurance business. And the way to build collaborative working relationships with colleagues is through networking, a skill that every professional should focus on improving. Meeting new people through informal conversations can help build a more diverse network.

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