5 Benefits of Post-Renewal Meetings with Clients

Group insurance renewals can be hectic, especially during the fourth quarter. Once open enrollment meetings have been completed, approvals have been received, and outstanding items have been resolved, it can be tempting to put those…

5 New Ways to Use Social Media to Build Your Brokerage

Last month, I shared five tips for using social media to promote an employee benefit agency with no marketing budget and minimal time to invest. Whether you are just starting out, or you want to…

5 Tips for Using Social Media to Build Your Agency

How do you start an employee benefit agency with no marketing budget? Use social media. When I started my agency in June of 2015, I had very little money to invest in marketing, but I…

An Open Letter to John Nelson, CEO of Warner Pacific Insurance Services

Dear John: You and I haven’t been introduced, but I am one of the many health insurance brokers that relies on Warner Pacific as my back office. I am writing this letter to sincerely thank…