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7 Common New Broker Pitfalls – and How to Avoid Them

Word & Brown

Working as an independent insurance broker offers great benefits. However, the role is not without challenges – especially for new brokers. That makes it tough for brokers to keep up. To be a successful broker, it’s important to truly listen to your clients. Being able to choose your own career path.

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Top Prospecting Strategies for Life Insurance Agents in 2025

Final Expense Brokerage

Build value before pitching. High-Impact Offline Strategies: Referral Partners : Network with mortgage brokers, realtors, CPAs, and tax professionals to create a steady stream of warm referrals. Build Instant Trust With Today’s Life Insurance Buyers Modern buyers value authenticity.

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Insurance Broker Lead Generation: Proven Methods

Tosten Marketing

Insurance broker lead generation is a critical aspect of growing a successful brokerage. At Tosten Marketing, we’ve seen firsthand how effective strategies can transform a broker’s business. How Digital Marketing Boosts Insurance Lead Generation Digital marketing has transformed lead generation for insurance brokers.

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The Insurance Broker’s Guide to Better Client Emails | Solstice

Solstice Insurance Broker

Email is one of the most powerful tools in an insurance broker’s toolkit. Whether you're reaching out to a new lead, reconnecting with a past contact, or nurturing a long-term client, the right message at the right time can build trust, drive engagement, and grow your business.

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Helping Clients Navigate Marketplace Open Enrollment | Solstiuce

Solstice Insurance Broker

As an insurance broker, you can be the compass your clients need. Key Takeaways : Brokers should stay informed to empower their clients. Key Takeaways : Brokers should stay informed to empower their clients. Brokers should advocate for clients year-round, assisting with claims and policy updates.

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5 Ways to Show Appreciation to Your Insurance Clients

Solstice Insurance Broker

As an insurance broker, you have a special opportunity to let your clients know how much their loyalty and business mean to you. Valentines Day is just one of many opportunities to show gratitude to those you care about. By showing appreciation, you not only strengthen your current relationships but also attract new ones.

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Your First Year as a Broker: What to Expect and 5 Tips to Thrive

Word & Brown

Tips for New Health Insurance Broker 1: Training/pre-licensing education: Every U.S. They further require brokers and agents to earn Continuing Education Credits to maintain and renew a license. If you’re a Word & Brown broker, we encourage you to visit our Newsroom or subscribe to the John & Rusty Report , to stay informed.