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

#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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#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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