How to Sell Medicare Advantage Over the Phone
Interested in selling Medicare Advantage products from home? It can sound intimidating, especially when you consider the compliance rules. But we're breaking it down into a series of actionable steps…
Why Medicare Agents Need a CRM System
You’ve spent lots of time and effort creating relationships with your clients, and they trust you enough to spend their money with you.
Best CRM Software for Insurance Agents In the Senior Market
If you're an insurance agent looking to scale your agency, you can't hide from CRM software. Customer Relationship Management (CRM) software helps you keep track of information to take great care of…
How Technology Is Helping Us Get Through COVID-19
What a difference three months can make! The COVID-19 pandemic forced all of us to change. Thanks to technology, we've shifted the way we do business and are making it through just fine.
No Agent Website? Do This Today
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…
How to Use Zoom for Client Video Conferences
It's a strange world we're in right now as we navigate through the coronavirus disease pandemic. In the last U.S. Census, 5.2% of U.S. workers worked exclusively from home. Now, millions of Americans…
Not Using E-Apps Yet? Here's 9 Reasons Why You Should
Beyond just saving trees, e-Apps provide a truckload of benefits to you, the agent. Even if you’re a pen and paper kind of guy, using e-Apps can save you a ton of time. Here are 9 reasons why you…
Insurance Technology: What Modern Insurance Agents Need to Run Their Businesses
Insurance technology is evolving rapidly. While captive P&C agents and agencies are accustomed to more advanced tools, the senior insurance market has a little more catching up to do. Specifically…
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 rate of 58 cents per mile for your 2019 tax deductions and 57.5 cents per…
What an Insurance Consumer Wants From Their Agent When Buying
Guest post by Kelsey Rosauer, AgencyBloc
