Tag Archives: insurance

SAP 061: Problem Getting Personal Information Over the Phone

Having a difficult time with the objection that the prospect does NOT want to give out personal information like their Social Security Number or Date of Birth for an insurance application sold over the phone?

This video is for you…things we have discovered that have stopped these objections when it comes time to doing the application, when selling insurance by phone.

As always, for helpful agent information, visit MedicareAgentTraining.com

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SAP 060: UPDATE: Medicare Insurance Sales for 2019 What is Most Important

What are the most important factors, going forward? The ONLY factor relevant in your business is the cost-per-acquisition of new clients and your growth plan, including growing to scale by hiring folks to help you.

The only thing that has held back those agents who are capable of GREAT things in this business is their lack of an execution plan to grow into the next phase of their business – by hiring people.

Too many agents are spending their profits, rather than reinvesting in the critical infrastructure necessary for significant growth.

“Put your head down, work your ass off for 5 years and you couldn’t spend the money you’re making, if you wanted to.” – Chris Westfall

As always, for helpful agent information, visit MedicareAgentTraining.com

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SAP 059: Lessons learned during AEP 2018

What lessons we are taking away from this year’s AEP and how some ideas might help you and your business

Originally streamed LIVE on:
http://facebook.com/medicareagenttraining

As always, for helpful agent information, visit MedicareAgentTraining.com

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SAP 058: How to Deal With Success in the Insurance Business

It is important to plan your route to avoid burnout. Share the pain and rewards. Take time for yourself, on purpose.
Come see what we’re doing at https://MedicareAgentTraining.com

As always, for helpful agent information, visit MedicareAgentTraining.com

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SAP 057: Monday is the BEST day of the week!

Very exciting news this Monday! Driving to the office and discussing what has made THIS particular Monday so special.
(Rebroadcast from Facebook LIVE at http://www.Facebook.com/medicareagenttraining

As always, for helpful agent information, visit MedicareAgentTraining.com

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SAP 056: Struggling With Your Insurance Business?

Struggling with your insurance business?
There might be a VERY simple solution that breaks down all of the complication in your world to the ONE activity that matters most.

“Great business owners focus on revenue generating activities while poor business owners focus on administrative tasks.” -Shawn Thomas https://www.instagram.com/askamillionaire

Discussing Maslow’s Hierarchy.. see the article on Maslow’s Hierarchy for Entrepreneurs at http://medicareagenttraining.com/maslow

As always, for helpful agent information, visit MedicareAgentTraining.com

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SAP 055: Telemarketing for Medicare Advantage Sales

Have you been told by someone telling you telemarketing leads or services that it is perfectly fine to do a “bait and switch” form of marketing whereby your cold call is merely asking them for a Medicare Supplement appointment?


You are then told that it is perfectly OK to get a piece of paper signed and, magically, it washes away the illegal source of the lead and it is fine to build your Medicare Advantage marketing empire on this premise.

It is not. Stay compliant, keep your license.

As always, for helpful agent information, visit MedicareAgentTraining.com

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SAP 039: We are in a very small niche – Please Be Nice!

We all experience frustrations with carriers from time to time, BUT, you don’t want to be the one having your contract terminated because you cannot control your mouth on the phone with the carrier, trying to fix a problem by creating new ones!

Please be nice to the folks that support us, even the commission folks when things get screwed up. Even the Underwriting department when they’ve screwed something up. We must remember that we are in the people business and people make mistakes. We all do.

The best advice is to make sure your reputation is one of someone they enjoy doing business with and that you don’t cause someone working at one of these companies to have a crappy day because you have one issue. Your reputation, in this very small niche of Medicare insurance, will definitely get around – good or bad, over time!

For helpful agent information, visit MedicareAgentTraining.com

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SAP 038: Are you an insurance agent? If so, go all in.

What do you tell people that you do for a living?
Do you keep your financial practice top secret?
By telling others what you do, including friends and family, you COULD be turning on the faucet to opportunities to help those you care about and those they know, too.

For helpful agent information, visit MedicareAgentTraining.com

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SAP 037: Starting An insurance Business with Credit Issues and No Money

Very common question, “Can I start as an independent agent with no money and very bad credit?” The short answer is: NO

This video seeks to answer one of the most common questions a new, potential agent has about starting as an insurance agent, either with Medicare Supplement sales or Final Expense life insurance.

With bad credit, companies are not likely to advance commissions. With really bad credit (recent bankruptcies, pending/recent foreclosures, etc.) they are not likely to contract with you at all.

Why? Because they see it as a fiduciary risk where your intentions might be to stay afloat, financially, at any cost, including costing them money by writing bad or fraudulent business.

For helpful agent information, visit MedicareAgentTraining.com

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SAP 030: Best Marketing Practices for Insurance Success

Even the Pony Express only lasted 19 months before a better method of communication was found!
“During its 19 months of operation, it reduced the time for messages to travel between the Atlantic and Pacific coasts to about 10 days. From April 3, 1860 to October 1861, it became the West’s most direct means of east–west communication before the telegraph was established and was vital for tying the new state of California with the rest of the United States.”

What method have you settled on for the marketing and communication of your insurance proposal to clients? Are you still using the insurance version of the old Pony Express? Perhaps, if your horse is tired, it’s time to change horses – or better yet, change methods altogether?

For helpful agent information, visit MedicareAgentTraining.com

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How to cold call for Medicare sales - from MedicareAgentTraining.com

SAP 011: Cold Calling for Medicare Supplement Sales

Can you successfully learn cold calling for Medicare Supplements?
Absolutely.

In a recent webinar, Chris Westfall interviewed Joe from Florida. Joe is a relatively new agent to Medicare Supplements and has started, just a few months ago, cold calling for Medicare Supplements.  He is doing very well and shares some of what he has learned.

Listen to the podcast, and view more material at MedicareAgentTraining.com

Joe obtained his discounted price on the predictive dialer, demographic suggestions and recommended states to sell in, from MedicareAgentTraining.com

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