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…
Level Up: The Value of Sales Shadowing for New Insurance Agents
When you're building an agency, part of your time will shift towards training your new downline agents.
Why Do Insurance Carriers Terminate Independent Agent Contracts?
Have you ever gotten a termination letter from an insurance carrier? It can feel like you've done something wrong, but it comes down to lack of production and the costs associated with it.
Insurance Technology: What Modern Insurance Agents Need to Run Their Businesses
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. I’m…
An Independent Medicare Agent’s Guide to Getting Started with Commissions
An independent agent has a lot on their plate. They’re a one-person band fulfilling all of the duties for their agency, from selling to customer service to IT support. When you’re busy building and…
An Independent Insurance Agent's Ultimate Guide to Chargebacks
Earning commission is great—unless you have to pay it back. If a client dies or cancels a new policy, you may experience a chargeback on your commission.
8 Medicare Agents Answer: Do You Need an Office Space to Sell Insurance?
Plenty of agents sell from home, and since COVID-19, many agents have embraced remote insurance sales. According to a survey cited by the Insurance Journal, 68% of insurance professionals want to…
What Medicare Advantage Agents Should Know About Step Therapy
If you sell Medicare Advantage plans, it's important to understand how step therapy works.
The 5-Star Enrollment Period: Marketing Tips for Medicare Advantage Agents
The 5-star enrollment period for Medicare Advantage is actually an incredible opportunity to help senior clients. This SEP lasts for nearly a year as it runs from December 8 to November 30 of the…
Top 10 Client Needs Assessment Tips for Medicare Agents
The Client Needs Assessment is the foundation of my sales process. When people ask me how I did over $6 million in annuity sales last year, I tell them there is no "secret." I'm just using the Client…
