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) […]
A conversation with Amy Evans, president of Colibri Insurance Services in Sherman Oaks and founder of AlignWomen. My focus in 2020 is happily growing my agency in the Small Group arena (100 or less employees) […]
Welcome to 2020! We’re kicking it off right by bringing you 20 voices germaine to the California Broker world. Of course, this is not a ranking or top 20 list. We do think our contributors […]
CAHU Awards Include Cal Broker! At the annual convention in Costa Mesa last week, The California Association of Health Underwriters recognized California Broker for “decades of exceptionalism and support” of CAHU. Immediate past president […]
Help your clients create a more effective enrollment by busting these benefits myths By Steven Johnson The saying “You don’t know what you don’t know” can apply to a lot of things in life — […]
By James Lake With an ever-changing retirement landscape, preparing for your clients’ retirement reality has never been more important than it is today. Clients of all ages are seeking a personalized approach to their retirement, […]
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