The Do’s and Don’ts of AEP for Insurance Agents Between compliance and sales strategy, we could spend all day going over the “do’s” and “don’ts” of the Medicare Annual Enrollment Period. But we’ve been in this business long enough to know the top things you should do and the top thing you should NOT do for a successful Annual Enrollment …
Medicare AEP Checklist for Insurance Agents
Are you selling Medicare plans this AEP? This checklist will ensure that you are 100% prepared when October 15 comes around – and it’s sneaking up on us! Remember, AEP (the Medicare Annual Enrollment Period) only lasts from October 15 through December 7. Anyone enrolled in Medicare can make use of the AEP, but you only have seven weeks to …
BREAKING: 2020 CMS Guidelines for Marketing Medicare Plans
BREAKING: 2020 CMS Guidelines for Marketing Medicare Plans As you know, marketing is crucial to your success. It’s not only how you generate fresh leads, but also how you hang on to your existing clients. Every year, CMS releases updated Medicare marketing & communications guidelines to help you stay compliant. The 2020 changes memo is to be used in conjunction …
How to Run a Successful Insurance Agency
Running a successful insurance agency means meeting your clients’ needs. That requires a solid understanding of your target demographic. Ask yourself what they want and need, and accommodate those desires. Great customer service isn’t enough, however. You have to know what makes agents tick. Many people have business degrees and they know what goes into running a successful business, but …
How to Sell Insurance to Friends and Family
Many people have that one friend who sells insurance and whenever that person comes around they think, “Oh, no. Not this again.” You may think, “I don’t want to be that guy,” or you may not know how to sell insurance to friends and family. You might wonder why you should start selling to people you know. Why Should You …