Podcast: Episode 49

The Brokerage Inc. has been serving agents and clients for over 40 years.  In fact, it was one of the original FMO (Field Marketing Organizations) in the United States. In episode 49 of The Broker Link, President Mike Smith takes a trip down memory lane with Owner and Founder, Cheryl Hopkin. Click here to watch  … Read more

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Bestow Life Insurance

January’s Core Carrier Partner is Bestow Life Insurance! Quote to coverage in-force in as little as 10 minutes. Instant Underwriting Decision. Never a medical exam needed. Ever. You are not reading that wrong! Bestow in partnership with The Brokerage Inc. will deliver a best in class experience for all of your customers. Tired of waiting  … Read more

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10 Positive Things that Happened in 2020

What a year 2020 has been! Though it has been a wild ride, there is so much to be grateful for. We don’t grow when things are easy; we grow when we face challenges. Here are 10 positive things that happened in 2020 1. A 103-year-old grandma beat COVID-19 and celebrated with a Bud Light.  … Read more

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AEP Inspiration with Nancy Kerrigan

Being fearless is something Former Olympic Figure Skater Nancy Kerrigan knows about.  She has had to be fearless many times in her skating career.  Kerrigan was our Keynote Speaker for The Brokerage Inc’s annual Medicare AEP Event, Fearless 2021.  She was also our podcast guest on Episode 44 – Nancy Kerrigan’s Fearless Inspiration. Dealing with  … Read more

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ACA OEP Checklist

The 2021 ACA Open Enrollment Period is almost here, and it’s hard to believe we are entering the 8th year! As always, we want you to be as successful as possible, so here are 5 items to mark off your checklist in preparation for the busy ACA selling season. 1. Complete Your FFM Certification This  … Read more

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Simply Enroll FAQs

Most recent updates: 1. Two-factor authentication when emailing quotes is now available! When sending a quote, it now generates a PIN that you provide to your client to access the quote. It also requires your client to verify their DOB. While DOB is not a “required field,” it will not send without it. This update  … Read more

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Social Media Posts for Open Enrollment

October, November, and December are by far the busiest months of the year for Medicare and Health Insurance Brokers. Between sales meetings, in-person appointments, retail booths, and managing referrals, marketing sometimes falls by the wayside. Please don’t wait until things get too busy to schedule your social media posts. I want to give a big  … Read more

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What are the different types of life insurance?

Life insurance is pretty straightforward. If you have a policy in force, the carrier will pay a death benefit to your beneficiaries when you die. Although the premise is simple, life insurance can take many forms, and it can be difficult to understand how each product works. Below, we have laid out the different life  … Read more

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Medicare AEP Checklist

The 2021 Medicare Annual Enrollment Period is almost here, and it’s going to be a great year! Believe it or not, we get calls every AEP where brokers ask “what should I be doing?” Please do not be that person! We want you to be as successful as possible, so I have listed 5 items  … Read more

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Lasso Healthcare MSA

The Brokerage Inc. has recently partnered with Lasso Healthcare to be able to write MSA’s! Lasso has announced that they are expanding to include 34 states plus Washington DC for 2021! If you are a Medicare Agent, you need to be sure to get contracted with Lasso SOON to be ready to sell by AEP!  … Read more

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LIAM 2020

It’s Life Insurance Awareness Month, so there is no better time to talk to your clients about the value of having a life insurance policy. In addition to the many life insurance products available at TBI, we have compiled a list of our resources below to help you have that conversation: Life Insurance Marketing Material  … Read more

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Tips for Selling Medicare over the Phone

In today’s COVID-19 reality, most of us that are in Medicare sales suddenly found ourselves learning quick techniques on how to sell to our clients by using our telephones.  These Tips for Selling Medicare over the Phone will help you get started.  Selling Medicare over the Phone My introduction to this business started over 26  … Read more

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