Aug 29, 2023
As agents prepare for the start of the Annual Enrollment Period (AEP), it's important to learn as much as you can about ancillary products you can cross-sell during your client meetings.
In this episode of The Broker Link, we peek inside a webinar with UnitedHealthcare Sales Director Jorge Baste who talks about a few...
Aug 22, 2023
We continue our Let's Talk Compliance series with an overview of events and what rules you need to follow if you are planning an event. The Brokerage Inc.'s Compliance Director, Diana McElroy, and Training Specialist, Ivonne Acuna dive deep into what you need to know about planning a Medicare event.
Some of the...
Aug 15, 2023
Have you seen the new 2024 ACA rate plans yet? The new Affordable Care Act rate plans are now available for you to review... and there is some good news.
In this episode of The Broker Link, The Brokerage Inc. President, Mike Smith gives us an overview of the new 2024 plans. He will discuss what agents can expect in...
Aug 9, 2023
Are your insurance clients asking you for financial advice? There are times when we want to help our clients beyond their insurance needs. Now there is a partner you can share with your clients. They are Retirable, a service providing your clients financial wellness benefits while growing your client relationships,...
Aug 1, 2023
Have you ever heard of "keep in touch" marketing? It's exactly what you think it would be, keeping in touch with your clients with a simple email or phone call to see how they are doing. Some agents will take it a little bit farther and send advice, tips, cross-selling information, etc.
In this episode of The Broker...