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…
7 Medicare Advantage Release and Intent to Transfer FAQs
Interested in changing your upline? You'll need to fill out an intent to transfer or release form to start the process. The problem? You cannot wait until AEP to make changes.
Corny Valentine's Day Cards for Medicare Agents
These are the pun-laden Valentine's Day cards you didn't know you needed.
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!
