Expert insights, practical tips, and the latest from our team.
CMS marketing rules for health insurance brokers have tightened significantly. From TPMO requirements to call recording mandates, here is what brokers need to know to market compliantly in 2026 and how a CRM can help.
The average health insurance broker loses 16-17% of their clients each year. That means just to stay flat, you need to replace nearly one in six clients annually. Here is how to cut that churn rate and protect your recurring revenue.
Open Enrollment Period success does not happen by accident. This step-by-step checklist walks health insurance brokers through everything they need to prepare, launch, and close a high-performing OEP campaign starting 90 days out.
Most health insurance brokers know they need a CRM, but few understand just how directly it impacts revenue. Here are five specific strategies that turn your CRM from a contact list into a growth engine.