You may come for our top contracts, but you will stay for the service!

#TechTuesday:  Say “Trello” To My Little Friend

Our blog post (How’s That (Tech) Been Working Out for Ya?) kicked off a #TechTuesday mini-series that was scheduled to conclude with our last post about Wunderlist.  However we’ve gotten some great feedback from agents so we wanted to keep the mini-series going.  So in this SPECIAL Bo
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#ThursdayThoughts: I Submitted My Contracting; Can I Write An App Now?

As a starting point let’s sketch out the process that you, the agent, would go through prior to requesting appointment with a carrier for a specific product. The question in the title of this blog is just one of the common questions our Contracting Team gets during the onboarding proc
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#TechTuesday: Wunderlist: Bringing your “To-do List” into the digital age

Our blog post (How’s That (Tech) Been Working Out for Ya?) kicked off a #TechTuesday mini-series where we took a look at several different tools agents are using to build their digital briefcases.  We’ve reached the last article in that mini-series!  Not to worry, if you’re just now j
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#ThursdayThoughts: Avoid the “Summer Slump”

Oh…No!! It’s here…Summer! We commonly hear from agents that the summer is a slow time for sales. Most agents blame the “summer slump” – a time where potential clients are not interested in buying a product because they are too busy with summertime a
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#TechTuesday: E-Apps – The Same… But Better!

Back in April we started looking at several different tools agents are using to build their digital briefcases in a blog post titled: How’s That (Tech) Been Working Out for Ya?. Over the past couple of weeks we’ve been highlighting different tools we use. This week we’ll take a look a
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The Importance Of Scheduling

The calendar. Invented in 4AD and has helped people schedule their day for centuries. Okay, so I’m exaggerating…but the calendar has been around for the non-literal forever and STILL people are not using it! If you find that you’re constantly losing time or there are “just not enough
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#TechTuesday: Take Your Filing Cabinet With You

In one of our previous blog posts (How’s That (Tech) Been Working Out for Ya?) we started looking at several different tools agents are using to build their digital briefcases. Over the past couple of weeks we’ve been highlighting different tools we use. This week we’ll take a look at
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# ThursdayThoughts – Medicare Q & A: Open Enrollment vs. Guaranteed Issue

For this week’s Thursday Thoughts we wanted to address common questions agents are asking us in regards to Medicare and Medicare Supplements. Many of our agent’s most frequently asked questions are focused on Open Enrollment and Guaranteed Issue. Q:  Why does it matter if I say Open E
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#TechTuesday: Turning Your Mobile Device into a Document Scanner

In our recent blog post: How’s That (Tech) Been Working Out for Ya? we discussed how agents are creating “digital briefcases” to help improve their business and workflow. In our last #TechTuesday blog we talked about using Evernote and OneNote to go paperless.  Even if you took every
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#ThursdayThoughts – Have You Focused on Your Productivity Lately?

I have a confession to make.  I have become obsessed with something… Productivity! I love reading any article that talks about the subject. I even have every Flipboard article on “Productivity” emailed to me so I don’t miss anything new! What I find consistent with almost every articl
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