This is an interview with Jacob, whom I met in person in Banff, Alberta Canada on the 2018 Cigna Top Producer’s trip in June 2018.
Jacob started in the insurance field doing traditional, in-person meetings with clients. He then grew into an agency. Several years ago, he was exposed to the fact that you can do all of it via the phone and contact more clients in less time.
Now, Jacob’s agency is throughout the country and operates 100% by telephone.
Chris Westfall did a guest interview of the “Lead Jerk” with Matt Lowery.
Matt Lowery, aka “The Lead Jerk” did an interview with Chris Westfall about the world of Medicare Supplements and, specifically, offering them successfully to seniors by telephone.
Chris has been a licensed agent since 1995 and began offering Medicare Supplements in 2008.
By leveraging technology, he figured out how to calm the fears seniors initially have when conducting business by phone and has successfully built a practice with thousands of clients and over 1,000 agents under contract in 42 states.
In this interview, Chris talks about how he got started with Medicare Supplements and the transition from a phone-only sale into an internet-enhanced presentation that builds trust and allows the senior to save money by obtaining the best possible Medicare Supplement plan.