How to Streamline Your Sales Cycle

Automation can be extremely beneficial to an insurance business.  It allows you to do more work in less time with less effort. Work smarter – not harder! Simplify client and prospect communications  Maintain compliance with industry standards Ensure you never forget a task Remember personal details about your clients, (birthdays, anniversaries, etc.) And so much  … Read more

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Social Media Mythbusting

Did you know 82% of Americans are on social media? There are definitely opportunities for your agency to use social media – but is all social media created equal?  Today we’re busting some social media myths with Bob Whitis of BrightFire.   Social Media Platforms to Consider Linkedin Facebook Instagram Google Posts (part of your Google  … Read more

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Cyber Attacks Are on the Rise Is your Business Protected?

Do you feel like your business is too small for cyber security?  A lot of insurance agents feel they don’t need it.   But Cyber Attacks Are on the Rise – Is your Business Protected?  Chris Steffl with CyberFin says whether you are a business of one or one hundred, everyone needs some form of online  … Read more

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How to Choose the Right Insurance Marketing Organization

Looking for an FMO or IMO partner?   As an insurance agent or agency, finding the right partner can be vital in growing your business. So what should you be looking for?  In the latest episode of the Broker Link, Louise Roberson breaks down a strategy in choosing the proper insurance marketing organization.  What are the  … Read more

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What Are the Best Products for Medicare Agents to Cross-Sell?

Would you like to expand your business and retain your clients longer? Jesse Brewer is a Senior Sales Director with SureBridge.  He breaks down the best products to cross-sell as well as strategies to sell. Who is Surebridge? SureBridge is one of the nation’s leading supplemental insurance brands.  Supplemental insurance can provide an extra layer  … Read more

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How to Generate Leads by Partnering with Providers

If you are looking for a unique way to generate leads in the insurance business, provider marketing may be your answer.    What is provider marketing? Provider marketing is a strategy for creating relationships with doctors, dentists, pharmacies, etc.  Evette Rodney is the Medicare Sales Director in our Houston office and has helped hundreds of  … Read more

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How to Grow from Single Producer to Agency Owner

Are you thinking about starting an agency?  There are a few questions you should ask yourself before taking the leap. are you ready to start an agency? According to The Brokerage Inc.’s David Ireland, a true expert on how to start and scale an insurance agency, seasoned agents make the best candidates for building an  … Read more

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How to Choose an AMS/CRM

Are you in the market for an AMS or CRM for your insurance business?  In this new Broker Link podcast episode, we uncover how to choose an Agency Management System (scroll down for an exclusive offer for Brokerage agents). What is AgencyBloc? AgencyBloc is the #1 agency recommended management system for life and health agents  … Read more

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How to Sell Life Insurance in Under 10 Minutes

When it comes to writing applications for life insurance, wouldn’t it be nice if it could happen quickly?  Now it can.  Bestow is making it easier to sell term life insurance with an online application that takes under 10 minutes to fill out and be approved. Who is Bestow Bestow believes it shouldn’t be hard  … Read more

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Technology Partners

The Brokerage is excited to announce our new technology partnerships to help you grow your business. Whether you’re looking for an insurance website, digital marketing services, CRM, or client communications software, we’ve got you covered! Websites & Digital Marketing BrightFire is our preferred digital marketing provider. They offer beautifully designed websites, lead generation, local search  … Read more

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How to Get Started Selling Life Insurance

If you’re a licensed agent selling Medicare or ACA Health plans, you are also eligible to sell Life Insurance. So how do you get started? Types of Life Insurance There are two main types of Life Insurance: Permanent and Term. Term Life insurance protects you for a limited number of years. Permanent Life insurance provides  … Read more

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How to Help Clients 60-65

Why Consider The Bridge to Medicare Plan? The Bridge to Medicare Plan is a short-term medical insurance solution that can provide coverage until clients are eligible to enroll in Medicare, helping reduce their financial risks so they can enjoy retirement. Features Short-term medical insurance includes hospitalization and professional health services after deductibles, copays, and coinsurance.  … Read more

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