Check out this column in BenefitsPro: What will the future of your agency look like? As a benefits broker or agency owner, staying focused on the...
Continue Reading
Check out this column in BenefitsPro: What will the future of your agency look like? As a benefits broker or agency owner, staying focused on the...
Continue ReadingDynamic Duo: Korthase Flinn Insurance & Financial Services + Lauren Massingille BerniePortal is more than just a software platform to its...
Continue ReadingHear from our partners on Advisor Success What sets BerniePortal apart from the competition is our full-service approach to implementation....
Continue ReadingDynamic Duo: NBI & Associates + Cooper Simmons BerniePortal is more than just a software platform to its licensees—it’s a partnership! In order to...
Continue Reading3 Tips to Your Best Q4 Yet One of the more challenging aspects of open enrollment is ensuring employees have a good grasp on their benefit options...
Continue ReadingYou’ve received a lead...awesome! Now what? When should you reach out to them? Should your first contact be an email or a call? What are the best...
Continue ReadingDynamic Duo: Barrett, Liner & Buss + Taylor Dennis BerniePortal is more than just a software platform to its licensees—it’s a partnership! In...
Continue ReadingOn average, 50% of your leads will require 10 touches before becoming a closed-won customer. Blogging, social media and content creation are all...
Continue Reading
Check out this column in Employee Benefits Adviser: These days, it’s not enough to compete on quotes for new business. Most agencies recognize...
Continue Reading
