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What Businesses Are Looking for in Their Broker

In the last Broker Tool Belt post, we shared the first two steps outlined in The Agency's Guide to Better Serving Employers in 2021. First, we focused on retention and why it is key to growing your agency.

Rocio Carrasco-Gras
June 7, 2021

The Agency’s Guide to Better Serving Employers in 2021

Businesses are expecting guidance from their insurance agency on the new mix of benefits that are a fit for today's unique landscape. But we understand how complicated it is to keep up with their new needs and expectations. Has their employee benefits strategy changed due to the pandemic?

Rocio Carrasco-Gras
May 3, 2021

Rethinking Your Insurance Sales Pitch for 2021

There is a problem with the traditional sales pitch; it can be unappealing and only offers two outcomes: your prospective groups will love what you have to offer, which will lead to a new addition to your book of business, or they won't and you will receive a polite decline. Furthermore, a scalable sales formula comes down to understanding who your buyer is and what their specific needs are.

Rocio Carrasco-Gras
April 5, 2021
insurance sales pitch