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August 5, 2026

Blog

In This Issue

4 tips to build better customer relationships using intelligent CRM

March 2, 2020 California Broker Magazine

Intelligent Customer Relationship Managercan take your business to the next level  By Adam Edmonds Every business and industry has different needs and, in the age of the customer, you need a customer relationship manager (CRM) […]

In This Issue

Complexities in the Healthcare System Create Opportunities for Brokers

March 2, 2020 California Broker Magazine

Take a look at clinical advocacy programs  After what she thought was a routine mammogram, Wanda Jones (pseudonym) got the call women dread. She had a spot on her right breast, and it was cancer. […]

Insurance Insider Newsletter

Covered Cal Says New Policies Worked

February 26, 2020 Calbroker Admin

Covered California announced that 418,052 people had newly selected a health plan for 2020 during the most recent open-enrollment period. The total is more than 122,000, or 41 percent, higher than last year’s figure of […]

Insurance Insider Newsletter

Equal Insurance HIV Act Announced; California Bill Aims to End Life and Disability Denials Based on HIV-positive Status

February 19, 2020 Calbroker Admin

California Insurance Commissioner Ricardo Lara, Senator Lena Gonzalez (D – Long Beach) and Equality California recently announced the Equal Insurance HIV Act, Senate Bill 961. If enacted, the bill would extend anti-discrimination protections in life […]

Insurance Insider Newsletter

‘This is not a guarantee of payment’

February 12, 2020 Calbroker Admin

USA Today has covered yet another reason why agents want to tear their hair out (and another reason why insurance carriers aren’t winning popularity contests): retrospective denial. In a nutshell: people are increasingly getting preauthorizations, […]

Insurance Insider Newsletter

Professional Heartbreak Is Real

February 5, 2020 Calbroker Admin

In a week that had a lot of interesting things happen, perhaps one of the most for us was a voicemail left by Thomas F. Allow me to paraphrase here. Mr. F. called to tell […]

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