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Elevating Customer Management After AEP

Navigating the post-Annual Enrollment Period (AEP) landscape presents a unique set of challenges and opportunities for insurance agents and agencies. While AEP is focused on acquiring new clients, the period that follows demands a shift towards effective customer management and retention, that is why, this text explores strategies for insurance professionals to elevate their customer […]

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Lead Generation Strategies for Insurance agents and agencies, proven by financial advisors

Insurance agents and agencies are constantly seeking effective lead generation strategies to expand their book of business. In this blog post, we will explore five proven lead generation strategies tailored for insurance professionals, drawing inspiration from successful tactics used by financial advisors. 1. Choose Relevant Topics: To capture the attention of potential clients, it is

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10 Tips to Submitting an Error-Free Health Insurance Application

As agents, we recognize the challenges that come with navigating the intricacies of the application process. It’s a journey filled with complexities, but fear not – armed with the right knowledge and strategies. In this blog post, we’ll delve into ten tips that our experts recommend to fellow agents. These tips are designed to ensure

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How to Make an Impact on Social Media Plans as an Insurance Agency

Social media can help with branding and growing your insurance agency. It is a critical tool. Now, it’s time to implement it into the way you’re doing business. It’s not as difficult as you may think. Good content and well-designed social media plans work to grab your audience’s attention. An estimated 79% of consumers expect

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Gain Trust with Your Insurance Customers: Here’s How

You meet a diverse group of people when you are selling health and life insurance. Although your prospects’ situations may vary, they all have one thing in common: an interest in purchasing insurance to provide security for their loved ones. The majority of Americans understand the significance of having insurance. For example, the Insurance Information

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Record High ACA Enrollment: A Closer Look at the Numbers

The Affordable Care Act (ACA) has witnessed an unprecedented surge in enrollment during the latest open enrollment period, setting a new record. According to data published by the health policy research organization KFF, the total enrollment has experienced a remarkable 30% increase compared to the previous year. Notably, this surge represents an 87% rise from

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Can AI help cut health insurance fraud down?

Health insurance fraud poses a significant threat to the healthcare industry, costing billions of dollars annually. According to Karen Weintraub, president of Healthcare Fraud Shield, the problem is more extensive than reported, with estimates surpassing $200 billion when considering commercial data alongside government reports from Medicare and Medicaid. In this article, we will explore the

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How to retain your Medicare Book of Business

Retaining your Medicare book of business is a critical aspect that can significantly impact your bottom line. As revealed by Frederick Reichheld of Bain & Company, a mere 5% increase in client retention can catapult profits by an impressive 25% to 95%! This statistic underscores the importance of retention for insurance professionals. Your Medicare book

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How Building a Memorable Brand Can Transform Your Insurance Agency

One way to distinguish your insurance agency from the crowd is by creating a memorable brand. In this article, we will explore the significance of brand building for insurance agencies and how it can be a game-changer in establishing a strong market presence. The Power of First Impressions A potential client’s first interaction with your

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