Jason Ferguson
Recent Posts
How to Track Mileage for Independent Insurance Agents
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 tax deduction rate of 58.5 cents per mile for the first 6 months of 2022…
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Google Business Profiles for Insurance Agents (a How-To)
If you go to Google and search “medicare insurance,” you’ll probably see a few ads at the top of the screen. Then, you’ll spot a section titled “People Also Ask” and a little map with three or so…
An Insurance Agent's Guide to Mastering the Senior Market Client Relationship
Senior market insurance is all about relationships and service. In fact, the type of selling we do in the senior insurance space is called relationship selling. Luckily, we've been writing about…
Create a Valentine's Day Marketing Campaign for Life Insurance (Free Marketing Resources Included)
Holidays are a great time to tie in a marketing message to your product offering. And life insurance and Valentine's Day are the perfect pair!
How to Use Market Edge to Find Hidden Opportunities In Your Market
CSG's Market Edge tool, free for New Horizons agents, effortlessly provides carrier heat maps, Medicare enrollment data, agent quoting data, and more. Here's everything you need to know about using…
Top 5 Tips to Get the Most Out of Our Medicare Quote Engine
Running quotes is an everyday task for most of our Medicare Supplement agents. Our quote engine also supports Medicare Advantage, Final Expense, Hospital Indemnity, and Dental quoting.
How to Create Professional Insurance Agent Business Cards
Some methods of marketing just don’t die. And having professional business cards is one of them. Here's a quick guide to ensure you create and order professional-looking business cards to promote…
How to Use CRM Software: 5 Tips For Medicare Agents
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
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
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,…
