Solstice Insurance Broker

DECEMBER 23, 2024

In the world of insurance, effective communication is your key to keeping clients happy and your business booming. It's all about managing what your clients expect and quickly sorting out any bumps along the way.

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Insurance Agent Near Me

MAY 16, 2024

Discover the step-by-step process for comparing insurance brokers online in our detailed guide 'How to Compare Insurance Brokers Online: A Step-by-Step Process'. The post How to Compare Insurance Brokers Online: A Step-by-Step Process appeared first on Insurance Agent Near Me.

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Insurance Agent Near Me

AUGUST 7, 2024

Get prepared for your commercial insurance decisions by asking these 7 crucial questions to your brokers! The post 7 Questions to Ask Your Commercial Insurance Brokers Before Signing appeared first on Insurance Agent Near Me.

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Solstice Insurance Broker

MARCH 28, 2025

The healthcare insurance needs of your clients constantly change based on factors such as workforce productivity and budget. The good news is there are a range of tried-and-true strategies that can help you consistently attract top-notch leads every quarter.

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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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Word & Brown

AUGUST 1, 2024

A Health Insurance broker – sometimes called an insurance agent – is a licensed professional who works with individuals and businesses to help them shop for and compare insurance policies. Health Insurance, especially, is something people need, but may not really understand. Captive or Independent?

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Word & Brown

OCTOBER 31, 2024

Read our prior post, Intro to CRM Tools for Insurance Agents, to learn more about CRM and some of available platforms. The post 5 Strategies to Help Insurance Agents Win Over New Clients appeared first on The Insurance Broker Blog.

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Redbird Agents

SEPTEMBER 4, 2024

Choosing the right Customer Relationship Management (CRM) system is crucial for enhancing customer interactions and streamlining operations within the insurance industry. Pros : Insurance-specific features, robust automation capabilities. Cons : High starting price, may be prohibitive for smaller agencies.

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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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Word & Brown

OCTOBER 28, 2024

For most brokers, fourth quarter and early January are peak season. For nearly 40 years, we’ve been helping brokers by providing the back-office support and service you need, so you can focus on sales. She is a 35-year veteran of the insurance industry, having worked both on the carrier and general agency sides of the business.

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Word & Brown

OCTOBER 22, 2024

Your success as an insurance agent – and the success of your agency – are dependent on your ability to manage your time and maximize your sales. How to Increase Health Insurance Agent Productivity 1: Streamline routine tasks: Employing new technology can give you the tools necessary to automate routine (and repetitive) tasks.

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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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Protect Commercial Insurance

SEPTEMBER 13, 2024

The Role of Brokers in Securing the Best Commercial Insurance Deals When it comes to safeguarding a business, securing the right commercial insurance is a crucial step. Amidst these myriad responsibilities, finding the time and expertise to secure the optimum insurance cover can be a challenge.

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Jackson & Jackson

APRIL 29, 2024

Work with an Independent Insurance Broker Independent insurance brokers can shop around on your behalf to find the best coverage at the most competitive rates. Strategy: Choose a broker who specializes in commercial real estate to leverage their specific industry knowledge.

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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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Word & Brown

OCTOBER 14, 2024

Health insurance agents and brokers often seek partnerships to enhance their business capabilities. This article explores why many insurance professionals choose Word & Brown as their preferred partner. For the first time, brokers could quicky and accurately deliver their clients a guaranteed multi-carrier quote.

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Word & Brown

JULY 29, 2024

Read our related blog, Effective Goal Setting: 7 Essential Tips for Successful Health Insurance Agents. Or refine your follow up to persuade more “declines” to reconsider you as their broker. If you’re not already using a general agent, we encourage you to consider Word & Brown. 2: Mix up your prospecting techniques.

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Smart Insurance Agents

DECEMBER 9, 2024

Look for customer reviews and ratings to gauge customer satisfaction and the overall reliability of the insurance provider. List of Short Term Health Insurance Illinois 1. Before purchasing a short-term health insurance plan, carefully review the policy documents, including the terms, conditions, limitations, and exclusions.

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Leadsurance

APRIL 5, 2024

Let’s explore some types of coverage you might need and why it’s essential to have insurance during your student years. It is as important as to buy coursework that you should know the reasons to meet the insurance agent during your educational journey. Student insurance isn’t just about covering medical bills.

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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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Smart Insurance Agents

AUGUST 29, 2024

Working with a knowledgeable insurance agent can be highly beneficial. Agents educate small business owners about tax implications and potential savings of different health insurance options. Small business owner should gather quotes from various insurers to compare coverage and costs.

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Jackson & Jackson

APRIL 28, 2024

Work with a reputable insurance broker who understands the unique needs of property investors. The post Top 5 Mistakes Property Investors Make with Insurance – And How to Avoid Them appeared first on Jackson & Jackson Insurance Agents and Brokers.

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Jackson & Jackson

MAY 22, 2024

“Choosing the Right Coverage” Investors should work closely with insurance agents or brokers to understand the available coverage options and customize policies to fit their specific needs. “Navigating the Insurance Process” The insurance process can sometimes be complex and overwhelming for investors.

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Agency MVP

DECEMBER 20, 2021

It can also help to generate new client leads, and it can perform logistics analysis on individual insurance brokers. Agency management systems are software systems designed to take a lot of the grunt work out of the day-to-day clerical tasks involved with running an insurance agency.

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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.

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Property Insurance Centre

MARCH 19, 2024

By educating policyholders on the importance of documentation and providing tools to facilitate the process, insurers can help their clients protect their interests and ensure fair compensation. Insurance Agent Advocacy Insurance agents play a crucial role as advocates for policyholders throughout the claims process.

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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. Visit our new broker web page , or contact any of our six regional offices to get started.

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Smart Insurance Agents

AUGUST 19, 2024

It’s a good idea to use the online resources from Medicare or talk to a licensed insurance agent. Standalone Dental Insurance for Medicare Beneficiaries For Medicare beneficiaries who want more flexibility and better dental coverage, standalone dental insurance plans can be a good choice.

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Property Insurance Centre

SEPTEMBER 25, 2024

It is important not to rely only on the words that a broker tells you, try to read all the details. You’ll also need to understand your deductible, which is the amount you must pay out of pocket before the insurance company will cover the rest of the costs. – Failure to read particular policy documents.

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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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