How to Use the T65 Locator (and Why Agents Love It)

July 20, 2021

The T65 Locator makes it easy to find local Medicare prospects. It's quick to use, and pulling up locations on the map is a breeze. The best part? It's free for agents who do business with New…

How to Create Professional Insurance Agent Business Cards

June 11, 2021

Some methods of marketing just don’t die. And having professional business cards is one of them. Here's a quick guide to ensure you create and order professional-looking business cards to promote…

How to Market Medicare Advantage Plans

April 26, 2021

Marketing Medicare Advantage plans is often intimidating because of the compliance component. The language in your advertising materials needs to be compliant with CMS guidelines. Plus, if you…

How to Design a DIY Brochure For Your Insurance Agency Using Canva

November 5, 2020

It's no secret that digital marketing is picking up steam these days, but tried-and-true methods of marketing still work, including brochures! There's something about holding a physical item –…

Cover Your Bases: How to Use LinkedIn for Agent Recruiting

August 17, 2020

If you are looking to recruit more agents for your agency, LinkedIn could be a great place to invest some time. LinkedIn is built for business networking, and many business professionals use it to…

No Agent Website? Do This Today

June 22, 2020

Maybe you have a good reason for not having a website for your agency. You don’t have the budget or the time, you don’t know how to get started or who to hire, or you already have so much business…

Planning for the 2020 Open Enrollment Period

September 16, 2019

Back in 2015, we published our first article about planning for AEP – it was called Planning for the Open Enrollment Period. In this short pep talk, I encouraged all of our agents to offer ancillary…

The Independent Agent's Guide to Prospecting at Local Pharmacies

July 15, 2019

I know that manning a station at a local pharmacy can be quite a controversial subject. Many agents report wasting upwards of 20 hours per week for... well, for $0 in sales. What I'm sharing with you…

Insurance Agents: How to Optimize Your LinkedIn Profile Summary

May 20, 2019

If you're an insurance agent and you're not yet on LinkedIn, I'd encourage you to set up a profile. Even though LinkedIn is geared more towards B2B, it's still a huge opportunity for you to present…

10 Questions You Should Ask a Field Marketing Organization (FMO) Before Contracting

September 25, 2018

All insurance agents will need to find a good FMO at some point, but looking around on Google and spying on the insurance forums will only get you so far. So, if you’re searching for a new upline and…