The annual enrollment period (AEP) is a critical season for healthcare and insurance businesses, small and large. It’s a window of opportunity to engage, inform, and enroll customers in their plans and services for the upcoming year. As the 2024 AEP se…
As an insurance agent or financial planner, booking appointments and marketing are essential for building a thriving business. However, with the competitive landscape and changing consumer behaviors, consistently securing appointments in the second half of 2023 can be challenging yet…
Marketing is pivotal for any insurance agency. Insurance agents must attract new clients, retain existing ones, and build a strong reputation in the industry. However, traditional marketing can be challenging, especially for smaller agencies with limited marketing budgets. This article…
The Situation Diane D. is the Principal Owner of Canterbury Pointe Consulting LLC, an Employee Benefits Advisor company representing over 20 Life and Health Insurance Companies in the Greater Atlanta Area. Diane D. and Canterbury Consulting LLC work with individuals,…
2022 was the year of getting back out into society. This means that seminars are going to see a surge in popularity soon. How can agents use this to their advantage? They can hold regularly scheduled seminars and educational events…
800.283.0187
info@leadconcepts.com