Stronger Together – 2022 AEP Kickoff

The 2022 AEP kickoff is upon us.  This year The Brokerage Inc. is hosting its annual conference, Stronger Together – 2022 AEP Kickoff in 5 different cities. All events will feature strength-based coaching and all the Covid19 safety protocols you will need to have a safe experience. Podcast Overview At this year’s event, you will  … Read more

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How to Use Humana Vantage

Humana Vantage is a powerful agent portal that puts all of your tools in one place. It provides access to items such as: Quote and enroll systems Doctor and pharmacy lookup tool Rx Calculator Commission information Contracting processes Marketing and sales materials Education and training Please note this uses images from a PC. The view  … Read more

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How to use Aetna Producer World

Aetna Producer World is a powerful agent portal that puts all of your tools in one place. Please note this uses images from a PC. The view on a tablet or phone will look different, although the functionality should still be there. If you have not received a Writing Number, many of these features will  … Read more

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The Easiest Way to Measure Your Production

AgentVizion is the Easiest Way to Measure Your Production. Podcast Overview Agent Vizion is a wonderful tool for agents, agencies, and carriers. It was created to help improve and monitor an agent’s book of business.  Some of the benefits include: Real-time distribution analytics Compare production and observe other products Agent Vizion to go – a  … Read more

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How to Sell Without Getting Certified

There are many ways to sell insurance.  Close the sale by signing up a client, or you can go through The Brokerage referral program and earn a referral fee.  How to Sell Without Getting Certified is a great way to help a client, especially if you are not certified in a specific product. Podcast Overview  … Read more

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How to Create an Effective, Repeatable Sales Process

Are you looking for a CRM for your insurance business?  Having a customer relationship management (CRM) system is vital to the growth of your business. In this episode of The Broker Link, we talk with Steve Ogden, the Sales Manager of AgencyBloc.   Steve outlines why every agency needs a CRM and how it can benefit  … Read more

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Strategies for Selling Ameritas Dental

Is it worth buying a dental plan?  A question many of your clients may be thinking about while considering their Medicare or Health Insurance options.  Todd Cowan is the National Sales Director for Ameritas Dental and explores this question with our President, Mike Smith in our podcast Strategies for Selling Ameritas Dental.  Dental plans are  … Read more

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How to Prepare for a Successful AEP

Are you ready for AEP season?  If you are getting ready now, you are in good company.   In these back-to-back episodes of The Broker Link, we replay an Audio Masterclass on How to Prepare for a Successful AEP with The Brokerage VP of Medicare Sales & Marketing, Josh Slattery. Part 1: Part 2: Podcast Overview  … Read more

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There is a Shortage of Primary Care Physicians

In this episode of The Broker Link, we ask a Nurse Practitioner from WellMed to help us understand the difference between an NP and a PCP. Podcast Overview This Audio Masterclass was recorded following a seminar between The Brokerage Inc. and WellMed and offers great information about the differences between a Nurse Practitioner and a  … Read more

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Succession Planning & Starting an Agency

Are you considering succession planning or starting your own agency?  Preparing for your future can be a complicated process, but it doesn’t have to be. Podcast Overview Succession Planning is a strategy for passing on leadership roles or ownership.  This is also known as replacement planning and ensures a business will continue to run smoothly  … Read more

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Company of One

Have you ever thought maybe starting a small business would be the best thing for me?  According to author Paul Jarvis, small businesses are the next big thing.  He writes about it in the best-selling book “How to be a Company of One”.  And we examine it further in this week’s Broker Link podcast with  … Read more

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What You Should Start Doing to Prepare for AEP

It’s hard to believe we are only three months away from the upcoming Medicare annual enrollment period!  So what should you start doing now to prepare for AEP? Josh Slattery, VP, Medicare Sales & Marketing for The Brokerage Inc. says it’s never too early to start planning your sales events. we’ll also explore: How to  … Read more

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