Author name: Sandra Valencia

Prepare Your Insurance Agency for the New Generation of Agents: 4 Keys to Connect with Gen Z

Generation Z — born between 1997 and 2012 — is entering the workforce in full force. For health insurance agencies, this represents both a challenge and a great opportunity. Gen Z is young, digital, pragmatic, and has very different expectations from previous generations. If your agency is currently recruiting or thinking about how to retain […]

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Revaluating the Role of the Health Insurance Agent in Digital Age

Reevaluating the Role of the Health Insurance Agent in the Digital Age Reevaluating the Role of the Health Insurance Agent in the Digital Age Reevaluating the Role of the Health Insurance Agent in the Digital Age The health insurance industry is undergoing a profound transformation. The digitalization of processes, direct access to quoting platforms, and

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The Importance of Timely Policy Payments in Health Insurance

In the health insurance sector, timely premium payments by clients are essential. They not only ensure continued coverage for the insured but also have a direct impact on the financial and reputational stability of agents and agencies. This article explores the importance of on-time payments and offers effective strategies to help remind clients of their

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How to Do Cross-Selling with Medicare Advantage and Increase Your Sales

Cross-selling is a key strategy for health insurance agents and agencies to maximize revenue and provide better service to their clients. If you already sell Medicare Advantage plans, you have a great opportunity to offer complementary products that cover additional needs for beneficiaries. In this article, we will explore how to effectively cross-sell with Medicare

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Instagram Edits: The New Tool to Boost Your Health Insurance Agency

In the competitive world of health insurance, digital presence is key to attracting and retaining clients. With the growing popularity of video content, Instagram has developed “Edits”, a new video editing app designed for content creators and businesses. This tool offers advanced editing features, allowing health insurance agents and agencies to create professional and engaging

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The Health Insurance Market: Opportunities and Trends

The health insurance market in the United States is the largest in the world, experiencing constant growth driven by the demand for medical coverage and changes in government regulations. Despite 8% of the population remaining uninsured, the expansion of Medicaid and Marketplace subsidies has increased access to coverage. For health insurance agents and agencies, this

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Benefits of AHIP Certification

The health insurance industry in the United States is complex and constantly evolving. To navigate this environment effectively, health insurance agents and agencies must stay well-informed and comply with current regulations. One essential tool for achieving this is the America’s Health Insurance Plans (AHIP) certification. This certification not only validates professionals’ knowledge and expertise in

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How to Handle Rising Health Insurance Premiums

The increase in health insurance premiums is a reality that both insurers and clients must face year after year. As an insurance agent, your role is crucial in helping policyholders understand these increases and find viable solutions that allow them to maintain their coverage without drastically affecting their finances. Here we share five key strategies

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The Importance of Cross-Selling with Supplemental Products

In the competitive world of health insurance, finding new ways to grow and maximize revenue is key to success. One of the most effective strategies for agents and agencies is cross-selling, which involves offering additional products to existing clients, such as supplemental, life, or Medicare insurance. According to a study by Outbound Engine | Sales

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7 Types of Video Content Your Health Insurance Brand Needs

In today’s digital world, video marketing is an essential tool for connecting with potential clients and standing out in the market. If you are an agent or run a health insurance agency, incorporating these video formats into your content strategy can help you attract, educate, and retain clients. Below, we explain each one in detail.

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