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How to Navigate Client Requests to Bypass Coverage Exclusions
Dec
11
How to Navigate Client Requests to Bypass Coverage Exclusions
It happens more often than you’d think. You’re sitting across from a client who’s ready to buy a policy, and they say: “Can we just leave that off the application? I don’t want that exclusion to kick in.” Or perhaps: […]
Nov
11
Building Recurring Revenue: How Smart Agents Are Shifting from Commission-Per-Sale to Stable Monthly Income
The insurance agent business model is changing. Many top-performing insurance agencies are diversifying beyond commission-only compensation and expanding fee-based, advisory, and recurring-revenue services to reduce volatility and grow more predictably. If you’re tired of the feast-or-famine commission cycle, this guide […]
Oct
24
Insurance Ethics Case Studies: Lessons from the Latest Industry Scandals
Have you ever wondered what pushes insurance professionals to cross ethical boundaries? Recent industry scandals reveal troubling patterns that every agent and broker needs to understand – not just to stay compliant, but to protect their reputation and the clients […]
Oct
10
Elevating Client Trust: Best Practices for Transparent Policy Advising
Have you ever lost a client because they felt “blindsided” by a policy detail you thought was obvious? In today’s information-rich world, insurance professionals who master transparent communication don’t just retain clients—they build lasting partnerships that drive referrals and business […]
