Another busy Medicare Annual Enrollment Period has passed, you’ve enjoyed some holiday time with your family, and now it’s time for the Medicare OEP! The Medicare OEP, or “Open Enrollment Period,” runs from Jan 1 – Mar 31. This period allows Medicare Advantage members to change plans without having to wait until next year’s AEP. … Read more
Did you know that it costs five times as much to attract a new client than to retain an existing one? This is especially true when selling insurance, where you have the potential to make unlimited renewal income. According to research done by Frederick Reichheld of Bain & Company, increasing client retention by 5% increases … Read more
Are you looking to recruit agents and grow your insurance agency? Setting goals and then working ridiculously hard to achieve them sets you on the path of living a purpose-driven life. This article outlines the strategies we’ve used to help multiple agencies recruit agents and grow their business. Decide how many agents you want The first thing … Read more
With 10,000 Baby Boomers turning 65 every day, it’s a great time to create your Medicare business plan! This article discusses 4 core areas to focus on when putting together your Medicare business plan. This includes production goals, lead generation, client retention, and marketing co-op. Production Goals Whether you’re a full-time agent or you’re selling … Read more
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
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
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
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
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
It’s that time of year again! 2021 Medicare Advantage and PDP plan benefits are not to be marketed or shared with consumers prior to 10/1/2020. Available: Available: Coming Soon: Coming Soon: Available: Available: Available: Available: Coming Soon: Coming Soon: Available:
Thinking about selling Medicare? There are a few steps you need to get started in Medicare sales. And although it may seem a little daunting, it’s not a difficult process if you take it one step at a time. Obtain life and health insurance license Begin contracting with Medicare carriers Take certification modules and get … Read more
Accendo Insurance Company (ACC), part of the CVS Health® family of companies and Aetna affiliates, is introducing a Medicare Supplement product. Effective March 13, 2020, we will offer these new Medicare Supplement plans* with a 14% household premium discount in 15 states: Arkansas, Arizona, Georgia, Iowa, Illinois, Indiana, Michigan, Mississippi, North Carolina, Nebraska, New Jersey, … Read more
