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…
How to Track Mileage for Independent Insurance Agents
If you're the type of agent who visits your clients, or even goes door-knocking, you need to be tracking your mileage. At a tax deduction rate of 58.5 cents per mile for the first 6 months of 2022…
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…
Level Up: Medicare Agent Internship Guide (Call Scripts Included)
If office tasks, like scheduling appointments and answering phones, are taking up too much time, it may be time to hire an intern.
How to Create Professional Insurance Agent Business Cards
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…
12 Best Google Chrome Browser Extensions for Independent Insurance Agents
Google Chrome extensions can make your life as an insurance agent not only more productive, but easier!
Why Insurance Agents Should Be Writing Personal Notes to Underwriters for Life Insurance Applications
As an agent, underwriting feels like this big mystery. You may not know who the underwriters are, and the decisions they make can either make or break a relationship with a client. One way to close…
The Perfect Agent Workday for Maximum Productivity
The control! The power! The freedom!
75 Business Leaders Reveal Their Best Tips for Staying Organized
I asked 75 small business owners and company leaders a simple question: How do you keep things organized? Whether you’re running things old school or are digging into 21st century software solutions,…
A formula for making more money this year
As a general rule, I hate reality TV. Every show feels the same to me, from the way the shows are edited to create artificial drama, to the music that builds suspense before cutting to commercial.…
Video: How to add your info to your client’s phone
You want your info saved on your clients’ phones. This is way better than a business card, because they always have their phones with them. This lets them know it’s you when calling them, and it…
How to handle a chatterbox client
We've all met people who talk and talk, and talk some more. You politely wait for a pause so you can get a word in, but it never comes. They can somehow continue pouring out their stream of chatter,…
You probably aren't reaching out to your clients enough
Image courtesy of Kari Kileen Custom Invitations and Stationery
Video: How to copy the “Medicare & You” handbook to your phone for quick access
The Medicare & You booklet is around 160 pages, so maybe you'd prefer not to keep a thick book with you in the field. If you carry a smartphone or tablet, you can easily keep a copy there if you need…
Video: How to host online meetings with your prospects
Sometimes it isn't convenient or even possible to meet with a client or prospect. Maybe you're out of town, they're out of town, or for whatever reason it just isn't feasible to meet face to face.…
