4 paths that led one adviser to multi-million dollar growth in one year
New clients are the lifeblood of an insurance brokerage but retention is also mission-critical, argues insurance marketer Brian Nate.
Sales
Investing in client loyalty brings ‘huge’ ROI
A loyal employer will spend more money and renew more quickly, according to research.
Benefits Think How to boost web traffic with on-page SEO
Benefit consultants don’t need to be code jockeys to improve their search engine results. Rick Ramos advises how to reach the top of the Google heap.
Rick Ramos
HealthJoy
Strategies that will give brokers an email edge
Subject line and follow-up are the most important elements of an electronic composition, explains Jeremiah Desmarais of Agency Growth Academy.
7 ways agency owners can take charge and increase sales
These steps, including knowing the ideal client, can double business, explains consultant Bill Gough.
Benefits Think 14 everyday attitudes that kill success
A chip on the shoulder or always playing it safe will stop career advancement in its tracks, says sales consultant John Graham.
John Graham
GrahamComm
How Hodges-Mace encourages employees to own their open enrollment
To improve the onboarding experience, co-CEOs Greg Hodges and Peter Mace share how they advise clients through targeted questions.
M&A frenzy said to squeeze smaller agencies
But indie sellers are also often eager to return after non-compete clauses expire.
Benefits Think Why — and how — advisers should talk to clients about juvenile life insurance
Assumptions about this product, such as lack of employee interest, are not accurate, says Colonial Life’s Pam Jenkins.
Pam Jenkins
Colonial Life & Accident Insurance Company.
Benefits Think Opening sales doors with innovation
An adviser’s biggest competitor is the status quo — the infuriating inertia that keeps the incumbent safe, says columnist Nelson Griswold.
Benefits Think Sharpening sales management skills
In this business and political climate, advisers need to be optimally adaptive, flexible and prepared, says columnist Jack Kwicien.
Jack Kwicien
Daymark Advisors
Hospital indemnity programs expand options
With new ACA regulations potentially changing how plans operate, Bill Bade of Milliman offers solutions on to stay prepared.
Benefits Think 5 traits of great insurance agency leaders
The best advisers live up to their management role and are constantly learning and elevating their firms, says columnist Wendy Keneipp.
Wendy Keneipp
Q4intelligence
What growing brokers look for when they hire
Companies with biggest growth in EBA’s annual ranking, such as Aon, share their recipe for success.
What is the driving force behind the nation’s most successful brokerages?
At the top benefit firms experiencing the most gains in the large-group market, such as Aon, growth strategy boils down to one asset: their employees.
What is the driving force behind the nation’s most successful brokerages?
At the top benefit firms experiencing the most gains in the large-group market, such as Aon, growth strategy boils down to one asset: their employees.
Benefits Think Why one adviser built a ‘new’ agency, 30 years in
After stumbling in the recession, broker Suzy Johnson found her footing and discovered the ‘single biggest differentiator’ to stand out from her competitors.
Suzy K. Johnson
Employee Benefit Advisors of the Carolinas
Why brokers need their own ben admin platform
Ease of use, increased voluntary sales among several reasons, speaker at EBA’s Workplace Benefits Summit says.
