How to Help Clients 60-65

Why Consider The Bridge to Medicare Plan? The Bridge to Medicare Plan is a short-term medical insurance solution that can provide coverage until clients are eligible to enroll in Medicare, helping reduce their financial risks so they can enjoy retirement. Features Short-term medical insurance includes hospitalization and professional health services after deductibles, copays, and coinsurance.  … Read more

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How to Use the WellCare Agent Portal

The WellCare agent portal is a powerful website 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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How to Get Your Insurance License: Complete Guide

Whether you want to work as an independent insurance agent or as a captive employee, you must be licensed with each state in which you want to sell insurance. Continue reading for a step-by-step guide on how to get your insurance license. You can jump around using the links below: Decide on your insurance products  … Read more

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How to Find the Best FMO/IMO/GA

Are you looking to partner with an insurance FMO/IMO/GA? Whether you knew it or not, it’s time to start making some decisions. Which carriers are you going to contract with? What products will you sell? Which of the 300+ marketing organizations will you choose?  It can be pretty overwhelming to decide which FMO/IMO/GA is right  … Read more

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How to Retain Your Medicare Book of Business

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

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How to Recruit Agents

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 businesses. Decide how many agents you want The first  … 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 SuranceBay for online contracting

In the early days of selling insurance, contracting was a very complicated process – until SuranceBay came along and solved this problem. With SuranceBay, you can complete your contracts from any device at any time. Follow along to learn how to use SuranceBay for easy online contracting. Step 1: Sign up for The Broker Link  … Read more

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Video Conferencing 101

Zoom calls and presentations have become the norm in our daily work lives.  Whether we are hosting a presentation or participating in a meeting, we all have learned Video Conferencing 101 and how to zoom in.  So here’s some advice on how to make the most of your Zoom presentations.  Look the part Always dress  … Read more

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How to Use UHC Jarvis

UHC Jarvis 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 not  … Read more

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How to Optimize Your LinkedIn Profile

As a health or life insurance professional, you know selling insurance is all about relationships. When you have a LinkedIn, more people will be able to find your business and connect with you. And did you know creating a useful and effective LinkedIn account is easy peasy? Here are 3 simple steps to optimize your  … Read more

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AIG: Protecting Individuals and Families

Life is full of unexpected twists and turns. Whether you are protecting yourself or family, you want to pick the right insurance to cover life’s ever-changing stages. AIG provides navigation for individuals and families with life solutions, the right time and the right way. Whether your client is in a new stage of life, increasing  … Read more

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