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.
Why You Shouldn't Become an Independent Agent in the Senior Market
Being an independent agent in the senior insurance market can be quite an attractive career path. You're your own boss, you get to set your own schedule, it's not uncommon to earn six figures after a…
9 Ways to Ask for Referrals to Grow Your Insurance Agency
Ah, the wonderful referral. There's no better – or inexpensive – way to grow an insurance agency than to be thriving off of referrals. Word of mouth marketing is a tried-and-true way to find new…
Do I Need an LLC as an Independent Insurance Agent?
When we start talking about terms like LLC, sole proprietorship, partnership... things can get muddy really fast. That's why we talked with a local lawyer, Shane Mendenhall. He has some great advice…
Ask the Underwriters: Med Supp & Life Underwriting Tips for Agents
Ahh, underwriting. The bane of many an independent insurance agent's existence. While many of us struggle to place tough cases as we bury our noses in underwriting guides, there are underwriters out…
7 Surprises to Insurance Agents After They Enrolled in Medicare
Enrolling into Medicare is one of the most complicated endeavors you go through as you prepare to turn 65. Thankfully, independent insurance agents make the confusing process simple.
Now That AEP Is Over, Sell Your Insurance Business!
AEP is over! As I talk to agents, a lot of the older guys say that they don't want to go through another AEP. Now that the dust has settled from a busy fourth quarter, this felt like the perfect time…
How to Help Your Medicare Clients That Are Working Past Age 65
As an independent insurance agent in the Medicare space, you’re bound to see a little bit of everything. However, something you’re probably seeing more and more is clients that are choosing to work…
How Insurance Agents Can Get Out of the Dreaded January Sales Slump
Let's face it – not a lot of business is written in January. Because you come off this high from AEP, it's like going from one extreme to the next. I've just seen everyone in fourth quarter – how am…
Cover Your Bases: How to Set Meaningful Goals for Your Insurance Agency
The best way to take control of your insurance agency's future is to set some meaningful goals. Setting goals is one of the trickiest tasks we face each year, and there's a lot that goes into it.…
