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Kimberly Rodriguez

Last week, I attended the roadshow that The Brokerage hosted with Mike & Rod: This is just one small example of what training can do and how it can make a difference in our lives as agents and we get to pass that on to our clients. In attending the roadshow, I was given an in-depth review of several options to cross sell to our consumers and Rod & Mike both of course did an excellent job in presenting the information and reminding us to look past just selling Medicare.


I received a text from a spouse of a client I helped sign onto Medicare, since signing this client two years ago he recently passed away. The spouse reached out to me via text to mention she is in England and needs to see me when she gets back to get coverage as she is about to turn 65. She now understands the importance of medical coverage.


The BEST PART is that she reached out to me earlier this morning to mention she needs medical coverage while she is in England for the next 13 days. I was able to quote her coverage, send her the link and she went online and signed on to a 13 day plan covering her while in England; she was in such gratitude over my assistance and I owe it all thanks to Mike & Rod.


The day of the roadshow I went into Surancebay to request the contract for International Medical Group and was given a writing number 24 hours later. Because of this training and the timing couldn’t have been better I was able to help my client this Sunday morning and she definitely looks forward to meeting with me upon her return for additional Medicare coverage.


With this situation alone, I know I have a client for life and will be able to offer other products that will too come in handy for her as a consumer. I can’t thank Mike & Rod enough for their expertise, professionalism and time given to make this type of training possible. This is my testimony to say all The Brokerage does to help and really make a difference! Thank you Mike & Rod for ALL you do!!

-Kimberly R.

San Antonio, Texas

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