Topic: Sales

    Your Step-by-Step Guide to a Successful First Prospect Meeting
    By Drew Gieseke on June 3, 2020 | 3 min read time

    Four Steps to a Successful First Prospect Meeting

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    How Benefits Brokers Can Utilize an HRIS to Expand Client Offerings
    By Drew Gieseke on May 22, 2020 | 5 min read time

    The step-by-step guide to maximizing your relationship with prospects and clients.

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    COVID-19: What You Need to Know to Sell Benefits Virtually
    By Drew Gieseke on May 19, 2020 | 3 min read time

    With some creative thinking—and dedication to your prospects—brokers can successfully sell benefits even while working from home.

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    Brokers: here's how to improve your sales skills
    By Leah Rubin on December 4, 2019 | 3 min read time

    Sales tips for agency leaders  How can you take your agency's growth to the next level? Consider a back to basics approach with these sales...

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    Following up with inbound leads: 3 tips for brokers
    By Whitney Duprey on June 20, 2019 | 1 min read time

    You’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...

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    Six ways to generate inbound insurance leads
    By Whitney Duprey on June 18, 2019 | 2 min read time

    What is an inbound lead?

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    Prospecting for Gold at Weekdays with Bernie
    By Whitney Duprey on April 18, 2019 | 2 min read time

    At Weekdays with Bernie 2019, Sarah Weinstein, who leads the BerniePortal marketing team, presented on how brokers can successfully implement lead...

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