The most successful insurance agents are motivated, outgoing and care a lot about helping others. They also have one other trait in common: They are impeccably organized and never forget to follow up.
How do they do it? By automating the sales process with an insurance CRM system.
Mari Rose Tautimes & Paul Rose - Co-CEO's - Attending Aetna Sales Conference in Washington, D.C. 7/12-7/14.
We are LIVE at the Aetna Sales conference in Washington, D.C. with a hot off the presses look at benefits for this coming AEP! Read on to learn how to get details or request to contract if you think you're ready to get this party started!
You have an opportunity to increase your value to your clients by presenting Medicare and Medicare Supplement insurance products. Research shows that few advisors, only 13 percent, address the need for Medicare planning while consumers look to their financial professional for information and recommendations about Medicare. There is a gap between the client’s expectations and their actual experience. You can easily close the expectation/experience divide with these three suggestions.