How to Manage Growth as a One-Person Insurance Agency
If you're an insurance agent, you know that your time is best spent in front of the client. All that behind-the-scenes work like scheduling appointments, fixing errors on applications, and running…
Why An Agent Started Using the CNA After 33 Years
Tim Bennett has been in the insurance business since 1986 and started regularly using the Client Needs Assessment (CNA) in 2019. Before he started using the CNA to uncover needs with his clients, he…
Our Thoughts on the 2020 Exit of Medicare Supplement Plan F
By now, we're all fully aware that Medigap Plan F is changing on January 1, 2020. At the top of the year, anyone who is newly eligible to Medicare will not be able to buy Medicare Supplement Plan F.…
How to Help Your Clients Sign Up For Medicare Part B
Helping your clients sign up for Medicare is a great service that helps separate you from your competition. We have to give one of our great agents, RD Roulston, the credit for this quick tip that…
The Worst Advice We’ve Ever Heard About Retiring From Insurance
It sounds like the popular opinion on the street is that letting your book of business die out and then living off the renewals is the best way to retire. This is the worst advice I've ever heard…
[Case Study] What I Earned When I Learned How to Use a CNA
Would you call me crazy if I told you that asking one extra question during an appointment could ultimately make you an extra $21,000? Well, call me crazy, because this is a real-life case study from…
How Successful Insurance Producers Are Selling More Per Client
There's no agent out there that would say they don't want to make more money. But for a lot of us, we think the only way to make more money is to spend more time and money on lead generation. Finding…
AEP Survival 101: How to Write Apps All Year Long
AEP. It's crazy, I know. We've all just experienced it. Most of us are trying to keep our sanity during AEP, and by the time January rolls around, we're totally wiped out and can't believe we even…
[Case Study] How We Built Our Local Insurance Agency
Over 30 years ago, John and I started our local insurance agency. We went through all those growing pains, from making expensive marketing mistakes to finding and hiring the right staff members.…
Recognizing Our Heroes This Veterans Day
The celebration or recognition of Veterans Day is something that we all take very seriously. I am the proud father of three great kids, and I have nine grandkids. Technically, one is still in the…
The AEP Pep-Talk You Really Need Right Now
Good news – you have made it through week one, and you are well on your way through week 2 of AEP. This is the most fun time of the year if you love to write business. I know some people complain as…
2018 AEP is Here!
It's that time of year again where we're rolling into the 4th quarter and the Medicare Annual Enrollment Period (AEP) is right around the corner. We wanted to send you a word of encouragement as well…
8 Questions to Get Your Clients and Prospects Talking Every Time
Whether you’re meeting a prospect for the first time or you’re having your tenth renewal appointment with a loyal client, sometimes the conversation can get stuck.
What to Do After a Client’s Death: Senior Insurance Agent Discussions
What’s your process for dealing with the death of a client? Help us help each other by leaving a comment at the end of this article. If you work in senior insurance sales, dealing with the death of a…
One Simple Phrase That Will Help You Close Any Insurance Sale
You’re giving a presentation to a brand new client.
