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The New Year: A Time to Reflect and Look Forward

As 2016 draws to a close, we would like take a look back at what a tremendous year it has been at The Brokerage, Inc. We have met many milestones this year, including celebrating our 40th anniversary. Better yet, we have seen many of our agents meet their professional goals, as well—and we are honored to be a part of that. We have also had the wonderful opportunity to meet many new agents this year. Whether you were new to the insurance field or just new to TBI, we have enjoyed building a partnership with you and hope these new relationships continue to grow in the future.

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Our Newest Employee of the Quarter: Linda Pauley!



Properly and promptly processing applications is a key service The Brokerage Inc. delivers to its agents.  Linda Pauley is one of the key reasons it is done so well!  When volume and time constraints require incredible commitment, Linda directs that process with incredible efficiency.

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Working Smarter, Not Harder, With TBI as Your Back Office

With The Open or Annual enrollment period now in full swing, effective time management is the key to your success!  Here at The Brokerage Inc., we have a team of professionals to assist you through the entire sales process, from contracting to sales and marketing.  We encourage you as an agent to utilize our team as your back office to business to afford your time to be well spent in the field of your expertise, and that’s selling! 

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Our New Employee of the Quarter: Claudia Diaz!


We would like to announce our newest Employee of the Quarter, Claudia Diaz! Her incredible hard-working attitude, and friendly approachable personality have made her an excellent employee.

In 2014, The Brokerage, Inc. was experiencing incredible growth across the country, with Texas in particular, and recognizing the need for additional support in niche markets. So in April 2014 The Brokerage, Inc. was able to persuade Claudia to join the staff!

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Is Your Client Getting The Best Bang For Their Buck?

The true sign of a good agent is always putting your client first. We are in this business for the client, after all. Making sure the client gets the best coverage they can afford should always be your top priority. Here are a couple of tips to make sure your client is getting the best bang for their buck when it comes to their health policy.

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12 Online Resources Every Agent Should be Utilizing

In the last few years, the insurance industry has seen the transition from traditional hands-on and people-driven resources to online and virtual tools. Insurance carriers have rapidly moved away from paper apps with a new focus on e-apps, agent enrollment portals, and drop tickets. Everywhere you look, elements of the industry are turning away from the physical in favor of the digital.

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Our New Employee of the Quarter: Emily Mathis!

We would like to announce our newest Employee of the Quarter, Emily Mathis! She's an amazing asset to our company and we are so proud to have her on our team!

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What Every Agent Should Know About Submitting an Application

You met with your client, explained to them all of their options, and they decided on a plan. Now what? Now comes the part that for some agents can be the toughest component: filling out and submitting the application. Whether you are filling out an application for Medicare, Life Insurance, Dental, etc., it is extremely important that the application is submitted in good order. Here are 4 tips to be sure your application is processed quickly, and that you get paid as quickly as possible:

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How to Create a Lasting Relationship with Your Clients

We all appreciate it when somebody with expertise gives us a little hint on ways to save money. When the opposite happens and somebody suggests for you to buy the more expensive item, skepticism enters into your mind. If someone suggests you purchase a less expensive item and then explains why the switch is more beneficial for you, a connection is created between you and the sales associate. Trust has immediately begun to take place and you feel as if the sales associate has your best interest in mind.

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5 Critical Habits of Extremely Successful Agents

April 19, 2016

Insurance, Habits, Successful, Agents

Being a successful agent can be attributed to many different things. We have all met countless agents who have a wonderful charisma, or the agent who seems to know everything, or even the agent who never sleep because they are attending every event, webinar, and client appointment. But what really makes an agent successful? These are all tools and character traits that may contribute to one’s success, but it is often the small day to day habits that propel agents into a position of great professional success. In the wbusiness-insurance-agent.jpgords of Vaibhav Shah, “Whenever you see a successful person, you only see the public glories, never the private sacrifices to reach them.” Here at the Brokerage, Inc. we are lucky enough to do business with countless extremely successful agents. In order to dive in to discover the key habits to their success, I talked to several of these agents, and here is what I found:

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