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

How to Get Client Referrals

As we mentioned in our previous article, the most effective source of solid leads is your existing client base. Once you sell a policy to a prospect, chances are you have gained trust with them. So why not ask for referrals? Many agents simply don’t ask for referrals or don̵
Continue Reading →

Remember the Scope of Appointment Form

With Open Enrollment already here we thought it would be beneficial to review the Scope of Appointment (SOA) form to ensure that you remain in compliance this selling season. The SOA form is a CMS required agreement obtained by the agent from the Medicare-eligible client in advance of
Continue Reading →

Take a Look at the E-App

The insurance business is known more for its miles of paper trails rather than saving acres of trees. Millions of paper applications are being processed every year and while this is still how the majority of business is written, insurance companies are noticing a change in the status
Continue Reading →

Inpatient Vs Observation

As healthcare reform continues to move towards full implementation, each Medicare Dollar spent is being analyzed. Now a new trend is becoming more and more popular in today’s healthcare industry, and is actually leaving some clients responsible for thousands of dollars in out of
Continue Reading →

Stop Networking and Start Helping

Networking, it seems like a logical thing. If you want business, you network. Networking means giving people your card and telling them what you do, right? Not, it’s doesn’t. It all comes back to a key misunderstanding of the term “networking.” The problem? The
Continue Reading →

Put LinkedIn to Work for You

LinkedIn is designed for professionals to connect, so they can do business. Still, many struggle with using the amazing tool effectively. You don’t have to be a social media expert to benefit from this (mostly) free gift of modern technology. Follow these simple tips below and w
Continue Reading →

Social Media DON’TS for Your Agency

For a small business, social media marketing is an important tool that also has a double-edge. When executed poorly, social media marketing can hurt your business and more importantly end up being a huge waste of time. Not every agent uses social media marketing so if you want to star
Continue Reading →

Remedies for Healthcare Reform

Healthcare Reform & Senior Health Products How Does This Affect You? What Will the Opportunity be in the Future? Do You Want to Stay Informed for Your Clients? How Does Healthcare Reform Affect Me? How Does Healthcare Reform Affect the Senior Market? Join us to get updated on the
Continue Reading →

Success With Less Mess

Consolidate Your Clutter Your business is filled with nothing but paperwork. Sheets of paper stored away in filing cabinets, folders, and desk drawers. The mess is obviously out of control and before you invest in another storage space, why don’t you consider the digital approac
Continue Reading →