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

#TechTuesday: Simplify The Scheduling Process

Sometimes booking appointments can be a lot of back and forth.  How often do you find yourself in this conversation? How Does Tuesday at 2:00 work for you? This coming Tuesday? Oh that won’t work for me. What about the same time Wednesday? That won’t work either, have anything in the
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#ThursdayThoughts Blog: Medicare Advantage Part 1 – The Basics

Every year we get questions about selling Medicare Advantage from a lot of “non-Medicare Advantage agents”. So this year I’ve decided to focus on a Medicare Advantage blog series that will address a lot of the questions our Marketing Department receives about Part C (That’s Medicare A
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#TechTuesday: Is it Safe to Send? – Protecting Your Emails

Is It Safe to Send - Protecting Your Emails
#TechTuesday: Is it Safe to Send? – Protecting Your Emails It feels like I’ve been harping on security here lately.  So why stop now? The staff in our office deals with all kinds of information coming in and out from all different types of sources. However, the source I want to
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#Thursday Thoughts: Referrals… Everybody Wants ‘Em. Everybody Hates Asking For ‘Em.

Referrals… Everybody Wants ‘Em. Everybody Hates Asking For ‘Em. I don’t think it’s a stretch to say that the majority of insurance agents, and likely, salespeople across all industries struggle with the best ways to ask for referrals. It’s a confusing issue for sure, as it’s common kn
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#TechTuesday: When Disaster Strikes – Call For Your Back Up

Before I start to dig in on today’s topic, (and by that I mean climb up on my soap box) here’s some personal confessions: I have a backup for my backup (and sometimes I back that up too). I save too much, and yes, I make too many copies   For a lot of you this article will come o
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#ThursdayThoughts: What Do You Know About E&O?

I decided to devote this Thursday Thoughts blog on E&O Coverage. Why? Because as a FMO we throw the words “E&O Coverage” around to any agent that wants to contract expecting them to already have coverage or know what we’re talking about. But I’ve received a few calls asking ab
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E-Contracting: Out With the Old and In With the New

You may have recently received our email announcing the launch of our Brand New E-Contracting platform.  In this week’s Tech Tuesday Blog I wanted to put a spotlight on this new way to get contracted, and share a little bit of what’s improved, and why we decided to improve it. Let’s T
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Am I an Insurance Agent or a Consultant (and, which do you want to be)?

All these years later and the battle rages on between being known in your community and professional circles as a product-based salesperson or a process-driven consultant. Different strokes for different folks I suppose, and far be it for me to tell you how to build your reputation or
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#TechTuesday: A New Carrier Data Security Initiative – What’s It Got To Do With Me?

If you’re an agent working with Aetna, you may have recently received an email about the new Security Requirements.  At the beginning of July, Aetna started to randomly select agents, who were accessing their website, to download a program called AlertSec ACCESS.  We have gotten a few
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#ThursdayThoughts: OMG…AHIP!!

How much do you really know about AHIP? While some agents might be experts, others might not know where to start. So here’s a little guide to help you out this year! What is AHIP? AHIP stands for America’s Health Insurance Plans. (How many of you really knew that? Like, really?) Withi
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