PSM Brokerage

NOVEMBER 7, 2024

The Scope of Appointment is a document that outlines the specific topics and types of information that a Medicare sales agent or broker intends to discuss with a Medicare beneficiary during a face-to-face or telephone appointment. The agent's or broker's name and contact information. When is an SOA Required?

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Word & Brown

FEBRUARY 18, 2025

Why Brokers Partner with a General Agency? Lets look at how an agent/GA relationship works and how a GA can work on your behalf in dealing with carriers and plan administrators. Brokers today more than at any time previously face multiple challenges. But you are still able to remain independent and operate on your own.

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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. A “captive” insurance agent is one who sells only one insurer’s products. Captive or Independent?

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Broker Insurance Broker Broker-Agent License 52

Friendly Agent

OCTOBER 28, 2020

How do you become the best real estate agent in your area? If you love meeting people and being your own boss, then surely you’re fit to become a real estate agent. In this article, I will be giving you tips to help you increase your income and marketability as a real estate agent. What Does a Real Estate Agent Do?

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Word & Brown

MARCH 21, 2025

When youre just starting out as an insurance agent, its not always obvious what your priorities should be. After you earn your license, pick your market niche, and set up your office, what else can you do to put yourself on a path to success. Its updated regularly and were told even our competitors direct brokers to our site.

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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. This article will explain how brokers operate, the benefits of using one, and how to find the right broker for you.

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Word & Brown

FEBRUARY 20, 2025

Obviously, your first priority is earning your license. Your license type depends on the answers to those questions. California offers more than 30 types of insurance license classes issued by the Producer Licensing Bureau in the Department of Insurance. Nevada has 15+ license types. What do you want to sell?

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Broker Broker-Agent License Agents 52

Redbird Agents

APRIL 15, 2024

It looks like you’re here to learn how to become a Medicare insurance agent? This article breaks down the 8 steps required to start and maintain a successful career in Medicare sales and build a residual six-figure income in five years or less (I’ve coached many agents who have accomplished this in 24 months or less).

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Insurance Agent Insurance Agents Agents License 130

LexisNexis

MARCH 25, 2025

Agent and Broker Administrative Actions and Sanctions: Reporting Requirements Analyze the obligation of licensed insurance producers to report adverse actions against them to insurance department licensing authorities and how to comply with such reporting obligations.

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Smart Insurance Agents

SEPTEMBER 28, 2024

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. This guidance is particularly valuable as brokers have a legal obligation in many states to assist clients in finding the most appropriate insurance plans.

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Word & Brown

AUGUST 21, 2024

Every licensed insurance broker has a Continuing Education (CE) Credit requirement to maintain a resident license – and, in many cases, a non-resident license. Additional training hours are required for agents selling Long-Term Care Insurance or Annuities. For more information, visit the DOI website.

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PSM Brokerage

DECEMBER 5, 2024

Look Your NPN : A Quick Guide for Insurance Agents Are you looking for your NPN (National Producer Number)? Many insurance agents need to find their NPN number for licensing, renewals, or appointments. Think of it as your personal insurance agent ID number. Dont worryyoure not alone! The good news? What Is an NPN?

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Redbird Agents

JULY 18, 2024

Content on the website is limited primarily to final expense insurance products No local offices you can visit if you prefer to meet someone face-to-face Not open on the weekends About Choice Mutual Choice Mutual is an independent insurance agency licensed in all 50 states founded in 2014 by CEO Anthony Martin.

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Distinguished

OCTOBER 9, 2024

Distinguished has been an outstanding partner, and this expanded collaboration enables us to better serve brokers in the community association sector,” said Greg Douglas, President of Berkley Program Specialists. Together, our combined expertise ensures brokers can offer tailored, top-tier solutions backed by two industry leaders.”

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Crime Broker-Agent Inland Marine Broker 52

Agent Success School

FEBRUARY 9, 2022

Helping Real Estate Agents Podcast 2/10/22 Want to watch or listen to the podcast? Our YouTube Channel is: [link] or listen on Spotify or Apple to Helping Real Estate Agents Podcast. Hello everyone and welcome to the Helping Real Estate Agent Podcast. How you shouldn’t let other agents lump you into doing it their way.

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PSM Brokerage

SEPTEMBER 5, 2024

The National Association of Benefits and Insurance Professionals (NABIP) CEO Jessica Brooks-Woods issued a statement on the recent decision by some health plans to discontinue Medicare Part D compensation to health insurance agents. Medicare Part D plans are complex, and agents invest significant time in training and educating their clients.

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Protection Broker-Agent Agents Insurance Agents 52

Healthinsurance.org

MAY 20, 2024

The story was first reported in early April 2024 by Julie Appleby, and CMS subsequently released a statement, acknowledging the problem and noting that the agency is “ taking swift actions to protect consumers from unauthorized activity by agents and brokers.” 2 HealthCare.gov policyholders at risk So what’s going on here?

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Distinguished

SEPTEMBER 17, 2024

We had an insured recently where we were at the max 24 months when the broker requested a three-month extension. For example, our Builders Risk program is 100% online, meaning a licensed agent can submit and bind online for qualifying risks. Susan holds both CIC and CPL licenses and is based in New Jersey.

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Smart Insurance Agents

DECEMBER 9, 2024

To determine the best short term health insurance plan for your specific needs, it is advisable to consult with insurance brokers or seek guidance from licensed insurance professionals who can provide personalized recommendations based on your unique circumstances. List of Short Term Health Insurance Illinois 1. UnitedHealthcare 2.

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Word & Brown

NOVEMBER 21, 2024

While they may not work in your same niche, there are more than 40,000 licensed insurance professionals in California and Nevada. Partnering with the right General Agent can help you and your clients as well. Word & Brown has been working with brokers for nearly 40 years. You have a lot of competition.

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Building Commercial Umbrella Broker-Agent Insurance 59

Agency Revolution

JANUARY 15, 2025

In fact, according to Agency Forward, 79% of principal agents planned on adopting AI by 2025 (Source: Agency Forward ). Streamline Agency Operations with AI Automation When used right, AI can significantly reduce the time spent on repetitive tasks for insurance agents, producers, and CSRs alike.

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Agency MVP

DECEMBER 20, 2021

When it comes to expanding your influence as an insurance agent, referrals are among the most effective and cheap options available. However, sometimes they need a little push to do so, which leaves agents wondering if gifts are the perfect form of incentive. Common referral gifts include gift cards, cash, and event tickets.

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InsuredMine

MARCH 12, 2024

Agents and brokers must adapt to these changes, but the integration of new technologies can sometimes lead to unforeseen challenges. For instance, in a more digital workflow, independent agents and brokers may face increased cybersecurity threats, and the adjustment to new processes can cause stress and errors among agency employees.

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Insurance Agency Broker-Agent Cyber Agents 52

Agent Success School

MARCH 24, 2022

Helping Real Estate Agents Podcast 3/24/22 Want to watch or listen to the podcast? Our YouTube Channel is: [link] or listen on Spotify or Apple to Helping Real Estate Agents Podcast. Now luckily I haven’t seen it ALL, but I have read about a lot of it, and seen quite a bit when I was broker to over 100 agents.

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PSM Brokerage

NOVEMBER 19, 2024

Why Compliance is Non-Negotiable Compliance is about doing the right thing for your clients while avoiding fines, legal repercussions, or even losing your license. Build Trust : Clients are more likely to work with agents who are ethical and transparent. Instead, the agent should use compliant email marketing with an opt-out option.

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Agents Broker-Agent Protection License 52

Agent Success School

MARCH 3, 2022

Welcome to the Helping real estate agents podcast with Tanya Eldert. I’m the owner of the agent success school, a licensed Florida instructor, a broker associate, leader of a real estate marketing team, and a certified coach. Let me give you an example.

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American Agents Alliance

SEPTEMBER 11, 2024

The Power of South Coast Surety as Your Bond Broker Selling surety bonds doesn’t have to be complicated, especially when you have the expertise of South Coast Surety by your side. This is why we created a state-of-the-art agent portal called SuretyBonds.Market (SBM). contractor licenses, motor vehicle dealer licenses, etc.).

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License Commercial Broker-Agent Claim 40

Word & Brown

DECEMBER 16, 2024

Theres no P+C license required. As weve mentioned before, partnering with the right General Agent can help you and your clients. Word & Brown has been working with brokers for nearly 40 years. The post 5 Clear Signs Its Time to Consider a Website Redesign appeared first on The Insurance Broker Blog.

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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. When agents have to perform this petty clerical and research work themselves, thousands of work hours are lost that could otherwise be utilized in proactively improving the company.

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Tosten Marketing

FEBRUARY 12, 2021

When you look at all the other agents around your business, how does your business differ? There Are No Magic Bullets Left When I started this business over 10 years ago I could get agents to rank locally and organically in days. There Will Be Setbacks Part of our program focuses on getting agents to rank higher in search engines.

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Insurance Agent Insurance Agents Agents Broker-Agent 52

Property Insurance Centre

MARCH 19, 2024

Insurance Agent Advocacy Insurance agents play a crucial role as advocates for policyholders throughout the claims process. When policyholders purchase insurance through agents, they often rely on them for valuable claims assistance and guidance.

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Property Insurance Policyholder Insurance Insured 52

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. You can use online comparison tools and talk to insurance brokers who focus on Medicare dental insurance to find the best plan for you. It’s also a good idea to talk to a licensed insurance agent who knows about Medicare plans.

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Out-Of-Pocket Deductible Insurance Companies License 52

Redbird Agents

JULY 9, 2024

If selling insurance was so easy, then why is it that roughly 10 percent of the independent insurance agents generate the vast majority of the sales? Are all independent agents good salespeople? Why Do Insurance Agents Fail? It’s a common misconception that becoming an insurance agent is an easy path to success.

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Insurance Agents Insurance Agent Agents Broker-Agent 130

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. I have connected with a lot of successful agents over Twitter. Yes, referral marketing is the #1 strategy that works for most agents.

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Distinguished

OCTOBER 24, 2024

Yet without proper licensing, establishments are taking a big risk of being hit with a copyright infringement lawsuit. Hotels, bars, and restaurants around the country are waking up to suits from licensing giants, record labels, and The American Society of Composers, Authors and Publishers (ASCAP). ASCAP, BMI (Broadcast Music, Inc.),

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License Broker-Agent General Liability Commercial General Liability 52

LexisNexis

OCTOBER 10, 2024

If the payroll comes from a PEO, do I need to join the servicing agent(s) of the PEO and the special employer? If the PEO’s insurance company is paying benefits, there is no need to join the servicing agent or special employer. The subcontractor does not have a contractor’s license nor workers’ compensation insurance.

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Workers Compensation Compensation Workers Compensation Insurance Injury 75

Word & Brown

OCTOBER 20, 2024

Updated for 2024 Having a health insurance license is essential for anyone looking to legally sell health insurance products. 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. What is a Health Insurance License?

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