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Strategy (2)

3 min read
Cliff's Insights Playbook # 2: Growing Profitable New Sales Through Effective Prospecting

"How can effective prospecting deliver profitable new sales?" Prospecting for new business can be a frustrating and time-consuming process for...

4 min read
Cliff's Insights Playbook #1: For the Carrier: Increasing Broker Penetration

"How much new sales revenue could this generate, anyway?" $15 Million of New Annualized Sales Premium in the First Year! Let’s just do some simple...

1 min read
Cross-selling Strategies for Employee Benefits Brokers

Cross-selling can be a valuable strategy for benefits brokers to maximize their offerings and provide comprehensive solutions to clients. Here are...

1 min read
Cliff's Insights: Upcoming playbooks

ATTENTION INSURANCE CARRIERS, BROKERS, AND ACCOUNT MANAGERS!