Selling your Medicare book of business is a major decision that can offer significant financial rewards, but only if you’ve properly prepared for the sale, and don’t worry, most agency owners aren’t.
How Insurance Agents Can Use Fact Finders for Sales and Future Opportunities
A well-crafted fact finder is one of the most powerful tools an insurance agent can use to build relationships, close sales, and set the stage for future sales opportunities. Take look at how each section of a fact finder will help you short and long term when building client relationships.
Comprehensive Review of Top CRMs for the Insurance Industry
Many insurance agents understand the importance of integrating a robust CRM solution into their daily workflows, yet few commit to fully leveraging its capabilities. Learn more.
Insurance Conferences: A Guide for Agents and Industry Professionals
Attending insurance conferences is a strategic move for any professional in the insurance industry, whether you are an established agent or new to the field.
A Review of Choice Mutual’s Final Expense Insurance App
Figuring out the right policy for you can be time-consuming and confusing, but the free Choice Mutual Final Expense app helps you instantly compare prices from more than two dozen final expense insurers. Here’s what you need to know about this innovative and easy-to-use app.
How much time should you spend coaching your sales team?
How much time should you spend coaching your sales team? It depends. You spend all the time coaching your sales team until they are self-sufficient without you. Every chance, moment, and mistake is a coaching opportunity.
The “1,2,3,4,5 Method” of Selling Hospital Indemnity Insurance with Medicare
The 1,2,3,4,5 method of presenting hospital indemnity insurance is going to change your life, and simplify the cross selling dilemma.
3 Easy Steps for P&C Agents to Start Selling Life Insurance
Redbird’s Simple Get Started Solution for P&C Agents Who Are Considering Selling Life Insurance
How to Not Suck at Being an Insurance Agent
Think about it this way: you are unemployed every minute you are not in front of or talking with someone. Commit yourself to the proven tools and strategies for success and hold yourself relentlessly accountable.
Review of Medicarians 2025: Senior Health and Wealth Professional Industry Conference
Medicarians Agent Symposium Who: Medicare sales agents, FMO’s, IMO’s, MGA’s, lead vendors, technology providers, wealth advisors, P&C agents and many more. What: Medicare industry’s largest professional conference Where: Caesars Palace in Vegas in 2025 When: Monday, March 31st. Why: Because everyone needs continued education and learn from top performers to stay relevant. Medicarians Review If you’re […]
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