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April 18, 2026

life insurance

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. […]

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Move Over, Guys: Women Change the Face (and Dynamics) of the Workplace

January 1, 2020 California Broker Magazine

Q&A with Yolanda Webb, a key organizer of the 2020 CAHU Women’s Leadership Summit and president of Webb Insurance Solutions in Ontario, California.   CB: You’ve mentioned that when you started in insurance, it was […]

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Self-funding: Cost-Saving Alternative to Traditional Insurance

January 1, 2020 California Broker Magazine

Removing the blindfold to valuable data   Q&A with Daniel Corliss, director of Employee Benefits and Large Group Operations at Quantum Insurance Services, Los Angeles, Calif. CB: Would you explain the concept of self-funding? Corliss: […]

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Playing Happily in the Small Group Space

January 1, 2020 California Broker Magazine

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) […]

In This Issue

2020 is the Year to Further Protect Your Business Clientele:

January 1, 2020 California Broker Magazine

Consider Offering Employee Benefits Liability (EBL) Insurance By Mike MacGillivray, agent and broker at Shaw, Moses, Mendenhall & Associates Many of your business clientele probably offer a wide range of benefits to their employees. After […]

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