Author name: Sandra Valencia

The insurance industry has long faced challenges related to gender representation in leadership roles. The 2023 update from Agent for the Future highlights the persistent leadership gap for women in insurance and offers actionable strategies for industry leaders to create better pathways to leadership for women. This article summarizes the findings from Liberty Mutual’s 2024 […]

As a health insurance agent, maintaining a strong relationship with your clients is paramount. One effective way to ensure you provide excellent service and stay organized is by using a Client Follow-Up Template. This tool can streamline your processes, enhance client satisfaction, and ultimately boost your business. Here’s why having a Client Follow-Up Template is

Staying updated with industry terminology is crucial for success. Health insurance agents must be well-versed in a variety of acronyms to effectively communicate with clients, understand policy details, and navigate the complexities of the healthcare system. Here’s a comprehensive guide to the most important acronyms every health insurance agent should know. 1. ACA – Affordable

  Influencers have emerged as powerful figures, shaping trends, opinions, and purchasing decisions across various platforms. As their influence and income grow, so do the risks associated with their profession. For insurance agents and agencies, this presents a unique opportunity to cater to a burgeoning market with tailored insurance solutions. Here’s an in-depth look at

Explaining health insurance plans to your clients in a clear and effective manner is crucial for helping them make informed decisions. Here’s a step-by-step approach to guide you through the process: 1. Understand Your Client’s Needs Before diving into the details of the products, it’s essential to understand your clients’ needs and concerns. Ask questions