Show Your Clients Some Love This Valentine’s Day
Valentine’s Day is a great time to let your clients know how much you appreciate them. Here are a few ideas to show your clients you care: Send a handwritten card – this is the most personalized way to send your message. If you have a large customer base, you...
Life Insurance Awareness Month: Four Ways Life Insurance Can Help Your Senior Clients
There are several ways seniors and their families can benefit from a life insurance policy. The different types of life insurance that are now available can fill a variety of needs and provide a wide range of benefits: Provide cash flow to cover final expenses which...
Practical Goal Setting Tips for Agents
Successful insurance agents know that in order to keep their business growing and thriving they must continue to raise the bar each year. Maintaining the status quo will never be enough in this competitive field. Setting well defined goals can create a road map for...
New Year Client Check In
Now that the new year has begun, it’s time to check in with your clients to make sure they are happy with their new healthcare coverage. Client retention should always be a priority and outreach at the start of the year is key to ensuring your clients understand their...
