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

#Tech Tuesday: It’s Time to “Pop the hood” On All Your Tech Stuff

It’s officially October.  While most people are thinking about the leaves changing colors, play-off Baseball, and pumpkin everything, those of us in the Senior Insurance Market are bracing ourselves for the craziness that is AEP.  A lot of my Tech Tuesday articles have been about look
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Medicare Advantage Part 2 – Marketing Medicare Advantage Plans

Marketing Medicare Advantage Plans Before we take a closer look at the do’s and don’ts of Medicare Advantage marketing, please keep in mind these important dates of the Annual Enrollment Period (AEP): October 1st – Medicare Advantage (Part C) and Rx (Part D) marketing begins Oct
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Medicare Advantage Part 1 – The Basics

What is Medicare Advantage? Established in 2003, Medicare Advantage is an alternative option to Original Medicare where it pays for health care costs based on a monthly fee per enrollee rather than billing for each fee for a Medicare services that is provided to the client. (like Orig
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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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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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#TechTuesday:  Say “Trello” To My Little Friend

In this SPECIAL Bonus Addition #TechTuesday mini-series, we’ll look at an app that was shared with us at a marketing workshop that has quickly become a Marketing Department, and an Office wide favorite: Trello. So what is Trello? Trello is a way to put all your to-do lists, sticky not
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