Breaking Into the Mid-Market: How Smaller Agents Can Win Groups with 51-150 Employees
For independent and smaller insurance agents, the mid-market space – employers with 51-150 employees represents a strong growth opportunity. While it’s a competitive space, many of these employers still feel frustrated with generic solutions, reactive service and being treated like just another number in a large book of business. Even [...]
Best Practices for Following Up Without Being Pushy
Following up with clients is an essential part of being a successful health insurance agent. However, there’s a fine line between being persistent and being overly aggressive. Clients appreciate agents who keep them informed and engaged without feeling pressured. Here are the best practices for following up without being pushy: [...]
Get Back in the Game: Why Now Is the Perfect Time to Sell Health Insurance
If you’ve been feeling stuck, unmotivated, or discouraged in your health insurance business, it’s time to shake it off and get back out there. The opportunities haven’t disappeared—they’re still out there waiting for you to grab them. The only thing standing between you and success is action. The market is [...]
Why Running Quotes Isn’t Enough: How to Actually Win Clients
Many health insurance agents believe that running a quote is enough to close a deal. They plug in the numbers, send the information to the client, and wait for the sale to happen—only to be disappointed when another agent swoops in and wins the business. If you’re wondering why this [...]
Boost Your Retention Rates: The Secret Sauce for Health Insurance Agents
Health insurance agents play a critical role in ensuring customer satisfaction and retention. In an industry where trust, personalized service, and continuous engagement are paramount, insurance agents serve as the bridge between policyholders and insurance providers. Their ability to nurture client relationships can significantly impact retention rates and business success. [...]
From Likes to Leads: How Insurance Agents Can Win Clients Through Social Media
Social media isn’t just for sharing vacation photos, pet memes or your latest food adventure. For insurance agents, it’s a goldmine for finding new clients, building relationships and growing your business. But let’s be real – nobody wants to see a dry sales pitch flooding their feed. You need to [...]