How To Use Facebook For Referrals and Leads
Learn the best tools and practices to use on Facebook for referrals and leads while adhering to CMS compliance. Start developing your business.
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How To Raise Client Engagement During Appointments
Learn how to keep your clients engaged while you talk to them about their Medicare product options. Be personable while business-savy!
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Following Up With Clients: Keys To Success
Read about tips for following up with your clients after a meeting to make sure they’re happy with their plans. You’re in the people business.
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How to Generate Health Insurance Leads
Your business will fail if you don’t have a steady stream of new leads. Learn how to get health insurance leads and make your business a success!
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Agent’s Guide To Selling Ancillary Insurance
There is a 35% higher chance of closing sales with preexisting clients than to new ones. Start selling ancillary insurance today!
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Selling Hospital Indemnity Coverage To Medicare Clients
Selling Hospital Indemnity Coverage To Medicare Clients Now that AEP is well behind us, have you been speaking with clients about ancillary products? Selling hospital indemnity coverage is a good way to get back into meetings with clients. You can offer to check in and introduce them to ancillary products to build loyalty. You can sell […]
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How We Create Virtual Yardsticks
How We Create Virtual Yardsticks Did you grow up in a home that marked your height on the door frame? And as you grew taller, the marks appeared higher on the virtual yardstick? Do you remember stretching your neck and leaning back as far as you could (and maybe stood on your tippy toes too) […]
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How To Create A Strong First Impression
How To Create A Strong First Impression All of us have had someone in our past remind us about the importance of making a good first impression. Maybe it was a parent as we headed out to our first job interview during high-school days. Maybe it was a good friend giving you advice before a […]
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Why Expressing Gratitude Is So Hard
Why Expressing Gratitude Is So Hard By CEO Jeff Pitta I have recently experienced a tough season in my personal and professional life. One that has taught me some hard leadership lessons. For one, why being thankful and sharing my appreciation with others is critical. My personal challenges reminded me of why expressing gratitude is so […]
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What Does Transparency Mean To You?
What Does Transparency Mean To You? What does transparency mean to you? Transparency in business equates to visibility or accessibility of information for clients and consumers. Merriam-Webster defines transparency in part as honest and open; not secretive; free from pretense or deceit. “Honest and open — not secretive — free from pretense or deceit” – Merriam-Webster For some […]
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