Author name: Sandra Valencia

What Do the Most Popular Health Plans Really Cover? Explained for Your Clients

Talking to clients about health insurance plans can easily become a confusing conversation. Acronyms, coverage levels, legal terms, and numerous details often create more questions than answers. As a health insurance agent, one of your biggest challenges (and opportunities) is to educate clients clearly, explaining in simple terms exactly what they’re purchasing. This article is […]

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The Power of Follow-Up: When and How to Contact Your Clients After the Sale

Closing a sale is undoubtedly an important achievement for any health insurance agent or agency. However, at Claro Insurance, we believe that the true value of a client relationship begins after the sale. Follow-up is not just a professional courtesy, it is a fundamental strategy for building loyalty, preventing cancellations, encouraging referrals, and ultimately increasing

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Scale Your Health Agency Without Losing the Personal Touch

Scaling your health insurance agency is one of the most exciting steps in your professional growth. However, the main challenge many agents and agencies face is how to expand without losing the essence of personalized and close service that clients appreciate so much. The good news is that it is possible to grow while maintaining high-quality service.

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Health Insurance Changes: Are You Ready to Gain New Clients?

The health insurance market is constantly evolving, and those who can adapt quickly find unique opportunities for growth. Recently, CVS Health announced plans to withdraw Aetna’s health insurance plans from the Affordable Care Act (ACA) marketplace by 2026, affecting more than 1 million insured members.[Source: Forbes]   While this type of news may create uncertainty for some,

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How to Use Canva, Notion, and Trello for Your Content Strategy

In a competitive market like health insurance, standing out is essential. A well-organized content strategy not only allows you to educate your clients but also positions you as an expert in the field. To achieve this efficiently, you need tools that help you plan, create, and manage high-quality content. Today, we’ll show you how Canva,

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Social Media Metrics That Impact Your Business (and Those That Don’t)

In the health insurance market, having a presence on social media is no longer optional. However, just being active isn’t enough: it’s crucial to understand which metrics truly impact your business and which, although popular, don’t necessarily translate into real growth. If you are an agent or lead an agency, knowing this difference can mean

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Differences Between Content Marketing and Copywriting

In a highly competitive market like health insurance, knowing how to communicate the value of your services is crucial for attracting and converting clients. However, two essential concepts are often confused in digital marketing strategies: content marketing and copywriting. If you’re an agent or run a health insurance agency, understanding the difference will help you

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Human Creativity + AI: The Winning Formula

In a highly competitive environment like the health insurance market, innovation is no longer optional — it is essential to stand out. Today, more than ever, the combination of human creativity and the capabilities of Artificial Intelligence (AI) is revolutionizing the way agents and agencies connect with clients, design strategies, and optimize daily operations. The

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Effective Strategies for Health Insurance Agents and Agencies: Lead Generation and Sales in Today’s Market

In the dynamic world of health insurance, agents and agencies face constant challenges when it comes to attracting and retaining clients. Competition is intense, and consumer needs are evolving rapidly. To stand out in this environment, it’s essential to adopt effective strategies that not only capture potential clients’ attention but also foster long-term, profitable relationships.

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