How to Find the Best Insurance Marketing Organization

Did you just get your Life & Health Insurance license? Congratulations! Or maybe you’ve been an agent for a while, but you aren’t getting what you expected from your FMO. I know how that feels. Whether you knew it or not, it’s time to start making some decisions. Which carriers are you going to contract  … Read more

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Year in Review: 2019

Wow! Can you believe it’s already the holiday season?  As we approach the end of 2019, I want to take a moment to reflect on what we’ve accomplished together while also looking forward to what lies ahead.  New Office This has been the most outstanding, remarkable year in the history of our company! Our main  … Read more

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A Time to Give Thanks

Can you believe it? The 2020 Annual Enrollment Period is almost over, and we have a lot to be thankful for. After our Medicare Roadshows I knew this was going to be the most successful selling season yet, and my expectations were exceeded! Since this week is Thanksgiving, I want to take a moment to  … Read more

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Humana Updates: November 2019

1. Humana Services Inquiries Humana has added a new feature to their website which allows you to submit member issues via your Humana Vantage Portal.  This new service inquiry feature allows you to connect directly with Humana’s Agent RSOS team to ask for help in solving member issues.  The Agent RSOS team will work to  … Read more

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Life Insurance Underwriting Rate Classes Explained

We understand that life insurance underwriting can be confusing. Worse yet: you must determine your client’s underwriting class before you can even begin a quote! The wide world of underwriting does not have to remain a mystery, however. Simply put: life insurance underwriting is the process of a carrier determining how likely your client is  … Read more

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How to Bundle Hospital Indemnity with your Medicare Advantage Sales

What if we told you there was a way to sell a Medicare Advantage plan that provided top level of coverage AND filled the gaps like a Medicare Supplement, AND had the possibility of DOUBLING your commission while SAVING your clients money. Learn how with this quick tutorial from Mike Smith. For more information, feel free  … Read more

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2020 MACRA Changes You Should Know About

The acronym MACRA stands for the Medicare Access and CHIP Re-authorization Act of 2015.  Many agents have heard the “MACRA” changes coming to Medicare in 2020, but few know how these changes may impact their book of business.  While these changes will alter the options available for some of your newer client’s, we’ll do our  … Read more

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How to use Simply Enroll to Submit Electronic Applications for AEP

Simply Enroll allows you to streamline your Medicare sales and compare multiple plans side-by-side including Medicare Advantage, Medicare Supplement and Prescription Drug Plans. Additionally, Simply Enroll sends compliant electronic comparisons to your clients quickly and is available FREE to agents contracted directly through TBI! Check out this quick tutorial from David Ireland on how to  … Read more

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Jamie’s Story

Today I had the pleasure of speaking with Jamie Gaskill about her years of working with The Brokerage. She shared some great insights on how the industry has changed over the years and also how she is excited for what is to come. Enjoy! The Early Days My TBI journey started in September of 2005  … Read more

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6 Ways to market yourself during the holidays and beyond

Unless you’re an insurance agent, most people are not thinking about insurance during the holidays, so it’s going to take some creative marketing to be successful. That’s why we’ve compiled this list of 6 ways to market yourself or your agency in your community. 1. Organize a community charity drive Charity drives can build a  … Read more

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4 Ways to Keep Your Medicare Advantage Enrollments on the Books

While we should always be working through new leads, it is important that we continue to care for our existing clients. Unhappy customers can lead to dis-enrollments and charge-backs. Use these 4 easy techniques to communicate to your customer that you care about their healthcare experience: 1. Reach out to your new member to see  … Read more

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Are You Asking One More Question?

“To everything there is a season.” We spend much of our day as active insurance agents working through a never-ending sales cycle, planting the seed, tending the growth of a concept or product, then hopefully harvesting a good crop of sales from our year-round effort.  Annual/Open Enrollment Periods can most certainly be considered a harvest  … Read more

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