Blog2018-10-29T18:37:21-05:00

Don’t Lose Your Commissions

2018 Certification Reminder It’s that time of year again when you need to complete your annual certifications.  There are two certifications for Health agents: 2018 FFM (Federally Facilitated Marketplace) registration and/or certification must be done by: Independent agent If commissions are paid to an agency, writing sub-agents and principal [...]

Why Didn’t You Ask for That in the Beginning? Writing a Group Part 2

Manage Expectations   Insurance agents who manage their client’s expectations successfully, tend to make the sale and also retain those clients for a longer period.  I have seen the case where an agent has not taken the time to explain the whole process with a group and when an [...]

Why Didn’t You Ask for That in the Beginning? Writing a Group Part 1

Part 1   Placing a Group Health Policy is like renovating an old bathroom.   The initial quote to replace the vanity, toilet and bath tub is well below the budget allocated.  The contractor comes in and removes the items but discovers that the pipes behind the wall are leaking [...]

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