Let’s be honest. Wrapping up a Medicare Advantage application feels great. But then comes the tricky part. You mention cross-selling hospital indemnity or a cancer policy, and your client instantly puts their guard up. “No thanks, I’m good.” Sound familiar? It happens to all of us. Nobody wants to act like a pushy salesman. And … Continue Reading
#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,…
#TechTuesday: Is it Safe to Send? – Protecting Your Emails
Is it Safe to Send? – Protecting Your Emails It feels like I’ve been harping…
#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…
#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…
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…
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…
#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…
#TechTuesday: Say “Trello” To My Little Friend
In this SPECIAL Bonus Addition #TechTuesday mini-series, we’ll look at an app that was shared…








