Sales tips for agency leaders How can you take your agency’s growth to the next level? Consider a back to basics approach with these sales...
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Sales tips for agency leaders How can you take your agency’s growth to the next level? Consider a back to basics approach with these sales...
Continue ReadingSales tips from Jack Daly Couldn’t make it to BerniePortal’s users conference, Weekdays with Bernie? We kicked off with a high energy sales...
Continue ReadingThree tips for better visibility As the year winds down and open enrollment concludes, this is a great time for agencies to take...
Continue ReadingAsking the right questions As all brokers know, landing a new client can be quite the challenge. Any replacement sale—where an...
Continue ReadingGuardian and BerniePortal Press Release BerniePortal – a state-of-the-art software platform that combines benefits expertise with modern HR and...
Continue ReadingCheck out this column in Employee Benefit Adviser: When selecting a benefits platform for your agency, the most looming question will always be...
Continue ReadingHow to boost ROI A key concern about bringing a brokerage online is return on investment. How can brokers ensure a benefits platform will lead...
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