Senior Market Insurance Agent Blog

Jason Ferguson

Jason Ferguson
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Recent Posts

Best CRM Software for Insurance Agents In the Senior Market

August 10, 2020

If you're an insurance agent looking to scale your agency, you can't hide from CRM software. Customer Relationship Management (CRM) software helps you keep track of information to take great care of.

Watch the Jargon! Do Your Clients Understand You?

July 7, 2020

A friendly reminder from New Horizons Insurance Marketing!

No Agent Website? Do This Today

June 22, 2020

Maybe you have a good reason for not having a website for your agency. You don’t have the budget or the time, you don’t know how to get started or who to hire, or you already have so much business.

How to Use Zoom for Client Video Conferences

April 13, 2020

It's a strange world we're in right now as we navigate through the coronavirus disease pandemic. In the last U.S. Census, 5.2% of U.S. workers worked exclusively from home. Now, millions of Americans.

Start Your Own AEP

March 30, 2020

In the first few months of the year, this industry is notoriously slow. The hustle and bustle of the Annual Enrollment Period (AEP) is over, and many agents take this time to go on vacation, relax,.

Electronic Scope of Appointments (eSOAs) Now Available With Quoting Tools

March 11, 2020

Scope of appointment forms are the bane of any insurance agent's existence during AEP. Thankfully, CSG released a new feature that allows you to do Scope of Appointment forms electronically.

Insurance Technology: What Modern Insurance Agents Need to Run Their Businesses

February 25, 2020

Insurance technology is evolving rapidly. While captive P&C agents and agencies are accustomed to more advanced tools, the senior insurance market has a little more catching up to do. Specifically.

How to Track Mileage for Independent Insurance Agents

January 6, 2020

If you're the type of agent who visits your clients, or even goes door-knocking, you need to be tracking your mileage. At a rate of 58 cents per mile for your 2019 tax deductions and 57.5 cents per.

Everything You Need to Know About Medicare Supplement E-Apps

November 5, 2019

Medicare Supplement e-Apps can be intimidating at first, but there are so many perks to them... they're becoming hard to ignore.

Video: Learning e-Apps – Capitol Life Medicare Supplement

October 31, 2019

Capitol Life's electronic Medicare Supplement application is easy to use, and it's much more convenient than writing a paper app – not to mention the red, yellow, and green underwriting decision.