Medicare Marketing & Sales Podcast

The US Senate Committee on Finance released a report titled Deceptive Marketing Practices Flourish in Medicare Advantage.  We take a stroll down memory lane and look at some past compliance mentioned in the report.

With AEP, there is usually a lull in business mid-November when the mad rush of the first 2 weeks is over and the last week has yet to arrive.   Here are 5 tips (also useful for other times in the year) to keep you busy and active with your business!!!

Are you using your CRM to its full potential?  Even if you have a very basic CRM, if you are putting great information in there, you can pull great information from it.  However, not using your CRM properly can be setting yourself up for failure! 

Starting something new, like a new marketing campaign or product roll-out?  It's not going to be all unicorns and glitter in the beginning!  Let's chat about it...

There you are, with a client who is brand new to Medicare, trying to decide which path to choose, Medicare Advantage or Medicare Supplement.  Which way should they go?  Let's chat...

What do you need to know about call recordings?  CMS released a FAQ sheet about it.  What about carrier's best practices and why should I care?  CMS is asking carriers to be more proactive on agent complaints.  Let's chat...

Yes, MA plans are wildly popular with about 48% of Medicare beneficiaries enrolled in one.  However, there are some potential downsides of them.  Let's chat...

The 4th pillar of insurance success = retention.  Your clients may have no expectation of a relationship past the application.  It is up to you to establish what it looks like to have you as an agent.  How?  Let's chat...

How do you define sales?  Are you creating a repeatable process to give yourself a pathway to more successful appointments?  That is what we discuss on today's episode.  Plus, you can download the notes on MedicarePodcast.net!

The third pillar of insurance success is selling.  After all, if you cannot sell anything, you can earn anything.  In this episode, I discuss 3 methods and tips to help you connect with your clients and prospects to be more of a professional and not "just another sales person."

Yes!  The 2023 Medicare numbers are out!  But what does this mean to your clients and prospects?  What about your pro partners?  Let's chat...

You don't want to be the best kept secret in town or in the industry!  When your clients think Medicare, they should think you.  How can you do this?  Let's chat...

Breaking it down to basics, there are 4 main areas to focus on for success as an insurance agent.  The first one is Product Knowledge.  Not just what the product is, but how it works for your client...

Do your clients and prospects know what to expect?  Are you hoping they are excited to hear from you 1 year later?  Spoiler alert, they are probably not.  Let's fix that...

Do you tell your loved ones to answer strange numbers?  Probably not.  So, don't be a stranger to your clients phone!  Make sure they have you programmed in!

***Head over to XpressoMedia.com to download a Thank You Card Guide*** How can you stay in front of your clients without stalking them?  Let's chat...

You go through the whole appointment and then there it is...no.  The prospect does not want to enroll.  Now what?  Let's chat about it...

How can you have better relationships (which opens the door to residual clients and referrals) with your clients?  Getting to know them better!  Asking better questions can pave the path!

Looking for a way to open the door to cross selling?  This one simple question can get your prospects talking about ancillary products and more!!!

Do your clients know what other products you have in your portfolio?  If not, whose fault is that (HINT: it's not theirs)? In this episode, we look at some of the reasons why agents don't offer ancillary products. FREE RESOURCE Head over to Xpressomedia.com under the resources tab for a free other products template from Canva.com!   NOTE:  You will need a paid canva account to modif...