Jason Ferguson
Recent Posts
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,…
Best CRM Software for Insurance Agents In the Senior Market
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?
A friendly reminder from New Horizons Insurance Marketing!
No Agent Website? Do This Today
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
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…
Electronic Scope of Appointments (eSOAs) Now Available With Quoting Tools
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.
Everything You Need to Know About Medicare Supplement E-Apps
Medicare Supplement e-Apps can be intimidating at first, but there are so many perks to them... they're becoming hard to ignore.
