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
Who's Covering the Business That Sells Coverage?

Who's Covering the Business That Sells Coverage?

Most agents review client coverage closely but rarely their own. Simply CFO Services, offered through The Brokerage Inc., includes a review of your agency's own policies, one more way to catch a gap before it becomes a problem.

InsuranceAgencyCoverageSimply CFO
The Complaints That Get Agents Terminated, and How to Stay Off That List

The Complaints That Get Agents Terminated, and How to Stay Off That List

Carrier oversight has increased, and the complaints that cost agents their contracts aren't always the ones you'd expect. Diana McElroy walks through what's actually driving terminations and how to stay ahead of it before AEP.

ComplianceAEPOperationsInsuranceAgentAgency Owner
Three Final Rule Changes That Make Your AEP Easier (and One That Trips Agents Up)

Three Final Rule Changes That Make Your AEP Easier (and One That Trips Agents Up)

Several Final Rule changes are loosening up ahead of AEP, but timing is everything. Diana McElroy breaks down what's changing and the catch in each one before you rely on it.

ComplianceAEP PrepAgentsAgency OwnersHealth InsuranceInsurance

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