Senior Market Insurance Agent Blog

Jason Ferguson

Jason Ferguson
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Recent Posts

Corny Valentine's Day Cards for Medicare Agents

January 25, 2021

These are the pun-laden Valentine's Day cards you didn't know you needed.

How to Use CRM Software: 5 Tips For Medicare Agents

November 16, 2020

Independent agents across the world swear by software to help them manage their clients. We've been writing about Customer Relationship Management (CRM) software for years, and for good reason.

Why Medicare Agents Need a CRM System

November 16, 2020

You’ve spent lots of time and effort creating relationships with your clients, and they trust you enough to spend their money with you.

How to Access Client Drug Lists Using MedicareCENTER

November 3, 2020

In the good old days, Medicare agents were able to enter their clients’ drugs into the Medicare.gov Plan Finder, and they’d be saved for later reference with a Drug List ID. That’s all changed now,…

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.