The Easy Formula for a Strong Insurance Sales Pitch (examples included)

The Easy Formula for a Strong Sales Pitch

As an independent insurance agent, you need to be relational, address doubts, and display your expertise in order to hook a client. Easier said than done, right? Well, here’s an easy 3-step process that will provide you a clearer framework for developing a stronger pitch to hook your clients.

Close More Sales with These 8 Interesting Tricks, Guaranteed

8 Subtle Things You Can Do to Guarantee the Sale

Would you like to close more sales with less effort? Your competitors will focus on driving home the product – like that new Medicare Advantage plan with the extra benefits. But as the experienced and capable insurance agent, you are, it would also be in your favor to stand out from the crowd using whatever tools necessary. Use these 8 subtle tricks for closing more sales today.

Why Cross-Selling is the Most Effective Way to Maximize Your Business

cross sell dvh plans, cross selling dvh plans

Did you know your success rate of cross-selling DVH plans to an established client is around 60-70%, whereas your chance of selling to a new lead is only 5-20%? Here’s what you need to know about cross-selling dental, vision and hearing plans to your existing Medicare clients.

Discontinuation of Medigap Plans C and F

stethoscope and calculator

On January 1, 2020, it became official that Medigap plans C and F were discontinued for new enrollees. The reasons behind the discontinuation have to do with the 2015 Medicare […]

8 Proven Tips For a More Professional Voicemail Greeting

8 Proven Tips For a More Professional Voicemail Greeting

Recording a professional voicemail greeting as an insurance agent seems easy at first, but it’s easy to overlook some things that might end up turning prospects away. A professional and informative voicemail greeting can boost your credibility and invites whoever’s on the other end to continue the relationship. Here are 8 helpful tips, and 3 scripts, to help you get started.

CEO Discusses Market Resilience from 16+ Years as a Medicare Industry Leader

Whitepaper - Medicare Analysis, What it takes to be successful

An in-depth article, featuring insights and advice from insurance CEO, Rosamaria Marrujo, discusses how significant changes to the Medicare health insurance industry over the past 15 years have taught her to be agile and resilient in this ever-changing marketplace. According to Marrujo, who is also a board member of the Sacramento Association Health Underwriters (SAHU), brokers in this industry must be quick to find creative ways to bring value to their clients despite constant legislative changes if they want to be successful.

California-based FMO Says Brokers Should Prepare for Wearable Tech to Reach Medicare

Press Release: Brokers Should Prepare for Wearable Tech to Reach Medicare

The emerging trend of wearable technology in the healthcare industry is reshaping how Medicare market brokers need to advise their clients. Rosamaria Marrujo, a recognized Medicare insurance leader and CEO of Trusted American Insurance Agency, stated: “In the past five years, we’ve seen the industry incorporate wearable technology into their policies that major carriers are now adopting.”

4 Opening Lines for Selling Insurance Over the Phone

Selling Insurance Over the Phone

Confidence, charm, intuition and the perfect timing are needed for both a good pickup line and a good opening line. You have only a few seconds to transform a simple opening line into a two-way conversation, which can be daunting. So, we’ve compiled a few opening lines you can use or adapt when selling insurance over the phone.

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