The Ultimate 7-Step Onboarding Process For New Clients
After you make the sale, it feels all the work is done. And for the most part, it is! But if you’re interested in…
A Summertime Pep Talk on Calling Your Client Base
A lot of agents spend the summertime relaxing and going on vacation, and I do hope you have great family time set aside. But at the very least, talk to your customers, and don't take the whole summer…
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…
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…
When Clients Ask About Commission: Senior Insurance Agent Discussions
People don't typically run around asking you what your salary is, but sometimes, those who live off commission sales – including senior market insurance agents – can be the exception. So many people…
Retirees Who Get Employer-Subsidized Insurance Are Still an Opportunity
If you have retired clients who receive a health reimbursement from their employer, you may have thought you can't help them. After all, they're under the impression that they have to buy all their…
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 of that behind-the-scenes work like scheduling appointments, fixing errors on applications, and running…
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 Surprising Truth Behind Doing Complimentary Part D Evaluations
Part D commissions are bad. If you do them all day long, you might walk away with a decent paycheck, but it seems like more trouble than it’s worth. However, there’s a surprising upside to doing Part…
5 Simple Ways to Support Isolated, Lonely Clients
Being an agent isn’t just about selling policies — it’s about being a source of support. That means educating your clients, keeping track of the details, following up, providing quick response times,…
