When a marketplace plan is discontinued, your clients aren’t left to wonder how to obtain new coverage. They’re automatically transitioned, or “crosswalked,” to a new, similar plan.
Let’s discuss how these transitions work in the marketplace, things to be aware of with plan crosswalks, and why they occur. ⟶
Let’s face it. Your clients don’t want to feel like they’re being sold to. However, when you trade in the checkered suit and take the role of a trusted advisor, sales and cross-sales are more likely to occur naturally. Read More
Individuals can only enroll in Medicare in one state — the state of their principal residence (i.e., where they vote, file taxes, and have a driver’s license).
For health insurance agents, this makes finding the right Medicare … Read More
With Annual Enrollment Period (AEP) preparations underway, and important sales looming on the horizon, what are you doing to ensure this selling season is better than last year’s?
Now’s the perfect time to put an action plan … Read More
When a person goes dress shopping, a good sales associate helps them pick the perfect one. A great sales associate helps them pick the perfect one and pick the matching shoes, earrings, and purse. Read More
In real estate, the popular mantra is location, location, location. And while we don’t sell houses, when it comes to senior market health insurance, we have a similar motto: renewal, renewal, renewal. Read More
Successfully establishing your insurance business in a specific geographical area will do wonders for prospect conversion.
Not sure how to develop a territory? Here are some great growth strategies you can use to increase your … Read More
When you hear the phrase “mission statement,” what comes to mind?
A fancy, adjective-heavy sentence in a corporate retreat packet? A far-fetched dream that falls flat in the face of practical business? Read More
Increasing your annuity business can be difficult without knowing the winning formula. Lucky for you, we want to share it with you!
If you write health or life insurance, selling annuities is your next step for growth. Read More
You’re armed with fresh leads and determined to sell Medicare Supplements over the phone. So, now what?
Common practice might say writing a strong script is next, but here’s our secret: You need a mix of preparation and … Read More
Your personal brand is all about you.
It’s a combination of your unique talents, attributes, likes, dislikes, hopes, dreams, and more. It’s the philosophy behind your public mission statement. Amazon Founder and CEO … Read More
Ever hear of the “slow food movement?” The trend asserts that it’s worth taking the time to prepare meals that are good for your body, rather than inhaling empty calories just to satisfy the need to eat. Read More
One component that can make or break your business is people. That’s why hiring well is crucial when building an agency of collaborative and successful people.
By taking the time to make sure the right person is on board, you can … Read More
When you became an insurance agent, did you know you were getting more than a sales job? It’s true! Your role is equal parts sales and customer service.
Keeping in touch with your clients provides real results – and we’ve got the … Read More
Whether it’s your first AEP, or you’ve been at it for years, it’s always good to start on the right foot.
Keep these tips in mind to get the most out of your time this Annual Enrollment Period. Read More
Do you struggle with promoting yourself or your business? All day long, there’s a lot of noise pinging from various media channels. It’s never been easier to shout your message from the proverbial rooftop. Read More