When the Headlines Raise Questions, Your Clients Still Have You

When the Headlines Raise Questions, Your Clients Still Have You

Mike Smith of The Brokerage Inc. shared his perspective with Reuters on what the federal government’s announcement could mean for how consumers view brokers. Here are a few quiet ways to help the clients who rely on you feel secure.

OperationsMike SmithReutersInsightInsuranceAgentAgency
Fifty Years of Supporting Independent Agents: What Longevity Means

Fifty Years of Supporting Independent Agents: What Longevity Means

What does 50 years of experience mean when choosing an FMO or IMO? After The Brokerage Inc. received the Legends and Luminaries Award at NAILBA, the recognition offered an opportunity to reflect on the family legacy and founding purpose that continue

NAILBACristin Hopkin-BishopInsuranceFMOIMOIndependent AgentsAgencyAgent
Your Work Doesn't End at Enrollment

Your Work Doesn't End at Enrollment

UnitedHealthcare's prior authorization changes give you a reason to reconnect with clients, revisit their healthcare needs, and make sure their coverage still fits. Mike Smith of The Brokerage Inc. explains why this industry shift is worth watching.

OperationsInsightsInsuranceMike SmithNBC Palm SpringsAgentAgency
Simply CFO: When the Money’s In, but Not Available Yet

Simply CFO: When the Money’s In, but Not Available Yet

Growing agencies lose real money to bad timing, not bad numbers. Commission income doesn’t arrive on a schedule, but payroll and expenses do. Simply CFO Services, available through The Brokerage Inc, helps you see a cash gap before it hits.

Simply CFOFinancial PlanningAgencyAgentoperations
This Open Enrollment Is Practice for What’s Coming in 2027

This Open Enrollment Is Practice for What’s Coming in 2027

Starting in 2027, coverage won’t renew on its own. Jordyne Cerullo explains why this open enrollment is the year to test whether you can reach your whole book, while the stakes are still a missed deadline, not a client’s coverage.

Open EnrollmentHealthSherpaAgentAgencyMike PapucJordyne Cerullo
SSBCI: Before You Promise the Grocery Benefit

SSBCI: Before You Promise the Grocery Benefit

A chronic condition alone doesn’t qualify a member for SSBCI benefits like the food card. Diana McElroy explains the objective eligibility criteria, verification steps, and what to tell clients before AEP.

ComplianceAEPSSBCI: BenefitsAgentAgencyDiana McElroy

Webinar & Events Calendar

The Broker Link

Loading episodes…

Subscribe to The Broker Link

Never miss an episode. Follow us on your favorite podcast app.

Stay In The Loop

Subscribe to the weekly eNewsletter. Stay informed on what is changing, what is coming

next, and what your agency needs to know to keep growing.

Subscribe to the Newsletter

© Copyright 2026. The Brokerage Inc. All rights reserved.