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.
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.
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.
Tax surprises happen when nobody's watching the numbers until it's too late to change them. Simply CFO Services gives you a quarterly check-in instead of one look back in April, so you know what you'll owe months before you owe it
Bookkeeping is quietly costing you time and deals. Simply CFO Services, offered through The Brokerage Inc., hands off the books so your best hours go back to selling, not spreadsheets.
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