Author name: aquintero

In the ever-evolving landscape of insurance sales, the digital age has introduced  a new era of opportunities for agents and agencies. With the advent of digital marketing, insurance professionals can now leverage innovative strategies to reach a broader audience and enhance their overall sales performance. The Shift to Digital Marketing Traditional methods of insurance sales […]

In the fast-paced world of insurance, the Open Enrollment Period represents a golden opportunity for agents and agencies to optimize their benefits and set the stage for a successful year ahead. As a seasoned professional in the industry, you understand the significance of this period and the potential it holds for growth and success. To

Navigating the intricacies of Medicare enrollment periods is crucial for insurance agents and agencies seeking to provide the best service to their clients. In this article, we’ll delve into the distinctions between the Open Enrollment Period (OEP) and the Annual Enrollment Period (AEP) in Medicare, equipping agents with the knowledge they need to guide their

Medicare Advantage OEP season runs from January 1st through March 31st and gives you a great opportunity to connect with your policyholders. This is the time of year when individuals enrolled in a Medicare Advantage (MA) plan are allowed to make a one-time election to go to either another MA plan with or without Rx coverage or to

With the various Open Enrollment Periods (OEP) for health insurance, your clients need to understand what’s at stake. These times allow clients to review existing health insurance plans or enroll in new or different policies that meet their needs. Sometimes, you need to create urgency around these time frames because a client’s needs can change, and it

The Open Enrollment Period (OEP) creates an excellent opportunity for independent insurance agents and health insurance agencies to shine. Things can indeed get a bit frantic this time of year. There’s a lot to shuffle, from following up with leads to handling renewals and client requests and managing internal needs. However, it’s important not to neglect your

You feel the urgency of closing enough transactions at this time of the year, and you want to provide exceptional service to your clients. At the same time, they are bombarded with numerous messages, often confusing them about which insurance products are best and when to act.  As an insurance agent or agency, you’ll need

Since last year, there have been notable changes to the Open Enrollment Period (OEP). This is because inflation has increased, and public and private coverage plans have changed. As an insurance agent, you should inform your clients about these changes and how these and other factors will affect their ability to get coverage. This article

At any point in your insurance sales career, you have a solid strategy on how to succeed. You’ve done your homework and put together a business plan. Now, it’s time to set the wheels in motion.  One important decision you’ve pondered is whether to become an independent or captive insurance agent. Both avenues have their

You need a streamlined way to interact with your clients throughout the buyer’s journey. This includes managing client information, communications, and needs throughout the process.  A customer relationship management (CRM) system is one of the most efficient ways to track your client information at every stage in the buyer’s journey, potentially improving your lead generation.