Individual Resources

Improve Productivity with BrokerConnect Free Insurance Agency Management Software

Online quoting and leads services – these are two of the most important tools brokerages can provide. That’s why Excelsior offers BrokerConnect, a free insurance agency management software, that links a powerful quoting tool with lead management and customer retention management. BrokerConnect is the...
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How to Boost Your Sales With Supplemental Plans

  In today’s market, a hospitalization or trip to the emergency room can leave behind mounting out-of-pocket costs—even with employer or individual health insurance. In 2018, the median in-network deductible was nearly $1,500 for employee-only coverage and almost $3,000 for family coverage, according to...
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Selecting a Term Life Insurance Carrier

If you have been in the insurance industry for a while, you have probably heard someone refer to term life insurance as a commodity. The reason for this statement is that, from a high-level perspective, term life insurance appears very basic. A consumer selects...
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4 Reasons for Selling Child Life Insurance

There are several good opportunities throughout the year to talk with your clients about the benefits of juvenile whole life insurance policies, and summer is one of them, considering about 81 percent of grandparents will have their grandchildren visit during these months. But you...
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3 Ways Excelsior’s Individual Solutions Can Impact Your Business

Excelsior Insurance Brokerage is excited to announce that we’ll soon be making Individual Market solutions available to independent brokers! Because we recognize that a large percentage of Americans are underinsured when it comes to owning individual protection products — including life insurance, disability insurance,...
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