The Beginner’s Guide to D-SNPs

With the lock-in period in full swing, you’re probably hearing more about Dual Eligible Special Needs Plans (D-SNPs) lately. Whether you’re new to D-SNPs or searching for information to fine-tune your selling techniques, this quick guide will cover all the basic information you need to know about these valuable, multifaceted products. What are D-SNPs? D-SNPs [...]

Building Client Loyalty: More than Just a Plan

Client loyalty can make or break a business. Building relationships with people that are relying on an agent to guide them through the choppy waters of health care coverage makes all the difference. It’s what gives one person an overstuffed book of business, while the other is sitting and waiting for their phone to ring. [...]

Planning for 2021: Top Seven Tips for Medicare Agents

A new year brings new opportunity. Capture as much of that opportunity as possible by starting the year off right. Here are seven things you can do this January to prepare yourself for a great year in Medicare sales. 1. Audit the previous year. The last year was a busy one. Go over the year [...]

How to Take on an Upset Client in the Insurance Industry

At least once in your sales career, you may meet an insurance client who had a negative experience with another agent, plan, or insurance in general. While these bad experiences were out of your control, you have the ability to make their next experience a positive one! When working with a “jaded” client, remember that [...]

How to Get Someone to Talk About Their Agent or Advisor

Tactful questions can prompt revealing answers that let you know what they are looking for, possibly in a future client-advisor relationship. Let’s assume part of your practice involves working with individuals.  When you meet someone socially (which today could be onscreen or even through social media) the question “What do you do?” or “Tell me [...]

The Medicare AEP Final Push: Agent Action Plan

AEP ends on December 7. Before then, you have a lot of work to do. Getting applications in on time is essential for you and your clients. Don’t give up, and don’t slow down. Plan your final push before the window of opportunity closes. Your To-Do List Are you forgetting something – or someone? Here’s [...]

The Value of Staying in Touch with Clients

You’ve met with a client, quoted plans, and completed and submitted the application. Your work is done right? Well, no. If you want to be successful in this business, you’re going to need to stay in touch with clients. It’s just good business. No matter the business or what is being sold, clients and customers [...]

How to Build Rapport Selling Insurance Online or Over the Phone

Don’t let social distancing get in the way of your insurance sales! If you’re trying to foster trust with prospects, we’ve got six tips for building rapport over the phone or online, fast. Without rapport, you can’t expect your prospects to enroll in that plan you just pitched them — they may think you’re trying to [...]

7 Tips To Close More Insurance Sales

Closing sales isn't just about the words or tactics you use at the end of the sale's process. A strong close requires a foundation built throughout your sale's process. If you don't set yourself up properly before decision making time, you aren't closing anything - you're simply selling with no direction. If you are laying [...]

Carriers and Plans Participating in CMS Model to Save Consumers on Insulin Costs

Beginning with the 2021 plan year, select Part D sponsors will offer beneficiaries PDPs that “provide supplemental benefits for insulin in the coverage gap phase of the Part D benefit.” The new 2021 Part D Senior Savings Model from the Centers for Medicare & Medicaid Services (CMS) weighs the effects of offering those who are eligible for [...]

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