Author name: Sandra Valencia

Understanding and optimizing the customer journey is a crucial strategic advantage. This concept not only helps companies improve their relationship with customers but also can make a significant difference in customer conversion and retention in the health and life insurance markets. In this blog, we will explore what the customer journey is, its importance, and […]

Knowing your client is not just an advantage; it’s a necessity. Insurance agents and agencies that have a deep understanding of their clients are better positioned to offer products and services that truly meet their needs. In this blog, we’ll explore why it’s crucial to know your client, how this understanding can benefit your business,

Selling health insurance can be challenging, but it is also a significant opportunity to make a difference in people’s lives while building a solid and profitable business. A good health insurance salesperson doesn’t just focus on closing sales; they also build long-term relationships, understand the client’s needs, and adapt to a constantly changing market. Here

With a constantly evolving market, health insurance agents and agencies face challenges that go beyond simply offering medical coverage. The key to success lies in developing a solid strategy that enables your business to adapt and grow. One effective tool for achieving this is the SWOT analysis (Strengths, Weaknesses, Opportunities, Threats). In this article, we’ll

In a world saturated with advertisements, jingles, and endless online promotions, consumers are increasingly tuning out traditional marketing efforts. For health insurance agents, the challenge is even steeper. Health insurance is often seen as a complex and daunting product, one that people reluctantly engage with only when necessary. So, how can health insurance agents break