Category: Marketing Tips

Agent Spotlight

TAIA’s Agent Spotlight – Dolores Cogliano

In this dynamic world of insurance, Dolores Cogliano stands out as a seasoned professional specializing in Medicare. With a wealth of experience and a passion for guiding clients through the complexities of the healthcare system, Dolores brings a unique perspective to the industry.

Recently, I had the privilege of engaging in a captivating interview with Dolores, where I learned more about her professional journey, expertise, and the compassionate strategies that fueled the growth of her business into a successful empire, comprised of devoted clients who truly value and appreciate her services.

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Selling the Evergreen Policy
Client Retention

Selling the “Evergreen” Policy

In case you didn’t know, Medigap plans can be sold year-round, and in some states, you’ll find a “Birthday Rule” that makes it easy for your clients to switch their

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Why Partner with an FMO
Business Tips & Resources

Why Partner with an Insurance FMO?

As an independent insurance broker, or a new insurance agent looking to start selling Medicare, you have many pieces to managing your business. From training and certification to carrier contracting

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how to get medicare leads
Marketing Tips

10 of the Best Ways to Get Medicare Leads

Whether you are a new agent fending for yourself or you’re an established agency trying to get Medicare leads for your brokers, you need strategies that work. After more than 15 years in the business, we can confidently say we have seen the following 10 tactics successfully bring in new Medicare leads.

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