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Sales & Marketing


Life Insurance Awareness Month Is Ending. The Conversation Shouldn’t
September 30 marks the end of Life Insurance Awareness Month, but it shouldn’t mark the end of the conversation. Throughout September, insurance professionals have had an opportunity to bring greater attention to life insurance, educate their communities, answer questions, and encourage people to think about protecting the people and plans that matter most to them. As we head into October, that responsibility continues. Families will continue to grow, people will purchase hom
Kimberly Ramirez
Sep 306 min read


Oscar Introduces New Broker Background Check Requirement
Oscar is introducing a new broker background check process designed to help further protect consumers and maintain a trusted broker network.
Peter Goldfine
Sep 81 min read


AEP Readiness: Your Complete Prep Checklist
AEP only runs 54 days, and once you subtract Thanksgiving, weekends, and the days clients simply won't take a meeting, the real selling window is even tighter. Here's a consolidated checklist to make sure you hit the season running.
Peter Goldfine
Aug 253 min read


Client Retention Strategies: How Digital Communication Drives Loyalty
Client retention in the insurance industry comes down to one thing: communication. Not just frequent communication—but clear, professional, and timely interactions across every channel.
Peter Goldfine
Mar 232 min read
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