Free Career Guide
A step-by-step guide on how to become an insurance agent, including requirements and exams.
Get the Free Guide
-
October 14, 2026This blog highlights essential apps for insurance agents, such as HiHello for digital business card organization, GoToMeeting for scheduling and hosting meetings, and SignNow for e-signatures, which collectively enhance productivity and efficiency. By utilizing these tools, agents can streamline their workflow, improve client interactions, and ultimately provide superior customer service.
-
October 13, 2026Effective January 1, 2026, California will make major changes to its pre-licensing education (PE) requirements for insurance producer licensing. The new legislation eliminates most state-mandated pre-licensing requirements, leaving only 12 hours of Code and Ethics training.
-
October 13, 2026The insurance industry is evolving rapidly, and for insurance agents, staying ahead requires more than just understanding policies and managing client relationships. It means leveraging cutting-edge technology to work smarter, serve clients better, and, ultimately, grow your business.
Artificial Intelligence (AI) is transforming the way insurance agents operate, offering tools that streamline tasks, enhance your productivity, and improve client outcomes. AI for insurance agents isn’t a passing trend. It’s here to stay.
-
October 12, 2026We’re sharing a comprehensive guide to the L&H insurance license, including the benefits of licensure, salary and career expectations, license requirements, tips to pass the exam, and more!
-
October 12, 2026Top-performing insurance agents possess essential skills such as self-motivation, service orientation, relationship-building, organization, and a commitment to lifelong learning, which enable them to effectively manage client relationships and stay ahead in a dynamic industry. By honing these skills, agents can enhance client satisfaction, achieve career success, and adapt to evolving industry trends.
-
October 12, 2026If you already hold a life insurance license, you’re helping clients safeguard their families’ futures. But are you maximizing your own? Earning a health insurance license is one of the fastest, most impactful ways to grow your income, provide more value to your clients, and future-proof your career as an insurance professional. As an insurance agent, your commitment to ongoing education isn’t just a professional obligation – it’s a pathway to excellence.
-
October 12, 2026For insurance professionals, understanding the distinction between a property and casualty license and a life and health license is essential to shaping a successful career. Whether you’re just entering the field or looking to expand your expertise, choosing the right license will significantly impact the types of clients you serve and the products you offer.
-
October 12, 2026This guide will help when choosing the best insurance exam prep provider, showing how providers stack up and why many candidates choose XCEL.
-
October 12, 2026Wondering how to successfully cross-sell between property & casualty (P&C) and life & health (L&H) insurance? You’ve come to the right place! All insurance agents know that success in the industry goes beyond just selling policies. It’s about building trust, offering value, and finding ways to meet your client’s evolving needs.
