Operations

What helps brokers turn prospects into customers?

Probing questions, considering a client's age and conducting advance research can help brokers close deals

By Phil Porado | July 7, 2025

2 min read

What’s helping brokers generate leads?

Asking existing customers for referrals still tops brokers' list for building client contacts, says 2025's National Broker Survey

By Phil Porado | July 4, 2025

3 min read

How brokers can boost their value proposition

Brokers consistently see specialization as an asset when facing changing technology and sales models, says our 2025 National Broker Survey

By Phil Porado | July 3, 2025

2 min read

Sales Column | Your step-by-step guide to becoming a best-in-class brokerage

Want to succeed? Start with better benchmarks

By Adam Mitchell, Mitch Insurance | June 26, 2025

3 min read