Helping you sell more, earn more, and stay independent.
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
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
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
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
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
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
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
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
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
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
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
Are you thinking about the AHIP certification? In this week’s Broker Link Podcast, we take a closer look at what you need to know for AHIP Certification 2022. AHIP Certification 2022 AHIP, (America’s Health Insurance Plans), is an industry-recognized certification test that is required by almost all Medicare carriers. It’s required to sell Medicare Advantage … Read more
