Agents

TPA Red Flags
Leadership

Red Flags When Choosing a TPA: What to Watch For Before You Commit

Not every third-party administrator operates the same way. Some are built on solid operational infrastructure, transparent practices, and genuine commitment to agent…

March 27, 2026 Read →
TPA vs FMO for insurance agents
Agents

TPA vs. FMO: Which Partner Helps You Sell More Supplemental Insurance? 

If you’re an independent insurance agent building a supplemental health book, you’ve probably heard two acronyms tossed around interchangeably: TPA and FMO. But for agents evaluating distribution…

March 26, 2026 Read →
How to Choose the Right Insurance Products
Agents

How to Choose the Right Insurance Products to Sell as an Independent Agent

One of the first and most consequential decisions an independent insurance agent makes is deciding which products to sell. Get this right…

March 18, 2026 Read →
Build a Supplemental Benefits Package
Products

How to Build the Right Supplemental Benefits Package

Each product does something specific and does it well. Fixed indemnity covers everyday medical costs. Critical illness provides a lump sum during…

March 17, 2026 Read →
Agent stressed because he is trying sell insurance without a TPA.
Agents

Why Agents Who Sell Through a TPA Outperform Agents Who Go It Alone

I’ve spent my career watching insurance agents build their businesses, and the pattern is always the same. An agent starts selling supplemental…

March 17, 2026 Read →
how to retain insurance clients
Agents

How to Increase Client Retention as a Health Insurance Agent

Every independent health insurance agent understands that acquiring a new client costs money. What fewer agents internalize is that losing a client…

March 13, 2026 Read →
direct primary care insurance agents
Products

How to Position Direct Primary Care to Your Clients

Direct Primary Care (DPC) is one of the most talked-about models in healthcare right now—and one of the least understood by the…

March 13, 2026 Read →
insurance agent compliance requirements
Compliance

Insurance Agent Compliance: What You Need to Know in 2026

Compliance is not the most exciting topic in insurance sales. But it is arguably the most important. A single compliance violation can…

March 13, 2026 Read →
Independent insurance agency growing with TPA partnership support
Agents

Grow Your Insurance Agency with a TPA Partner 

The fastest way for an independent insurance agent or agency to grow is to partner with a TPA that expands your product…

March 12, 2026 Read →
2026 health benefits industry trends for agents carriers and associations
Leadership

2026 Health Benefits Trends: What Agents, Carriers, and Associations Need to Know 

Seven trends are shaping the health benefits landscape in 2026: rising employer healthcare costs driving demand for supplemental products, accelerating growth in…

March 12, 2026 Read →