Category: Marketing Tips

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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image depicting stand out from competitors
Marketing Tips

These Things Will Make You Stand Out from Competitors

While many independent agents don’t have a large marketing budget, there are still things you can do to stand out from competitors. And it starts with paying attention to the small details that make a big difference in the eyes of your clients.

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