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Medicare Sales Follow-up Strategies: How to Facilitate Decision-making without Being Pushy

Posted by Paul Rose on 10/2/19 9:25 AM

Everyone knows that follow-up is part of the sales process, fine and good. But how do you pull it off in a way that helps to seal the deal - without making you feel like a bother?

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Topics: Medicare Sales

AEP Readiness: What You Need to Know

Posted by Paul Rose on 8/6/19 7:30 AM

Get ready for AEP. The Medicare Annual Election Period for 2020 coverage starts October 15, 2019 and ends December 7, 2019. That may seem like a long way off, but it will be here before you know it. Here’s why it’s shaping up to be a busy year.

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Topics: Medicare Sales, aep, AEP Readiness

Medicare Sales: 10 Components of a Great Retention Letter

Posted by Paul Rose on 8/5/19 3:20 PM

AEP is right around the corner. According to Harvard Business Review, different studies have shown that acquiring new clients can cost anywhere from five to 25 more times than retaining existing clients.

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Topics: Medicare Sales, retention letter

How to Create Medicare Sales All Year with Special Needs Plans

Posted by Jean A. Lentsch on 12/18/18 11:48 AM

The annual election period for Medicare is over. This can be a relief for agents who finally have time to breathe, but it can also be a source of anxiety. For many agents, AEP is the most productive time of the year by far. In fact, the rest of the year can be downright slow. The  scarcity of work – and of commissions – can be scary.

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Topics: Medicare Sales, Special Needs Plans

How to Apply the Psychology of Willpower to Medicare Sales

Posted by Mari Tautimes on 8/16/18 3:00 PM

Do you procrastinate? Don’t feel bad if you do. It’s human nature. But when it comes to preparing for AEP, procrastination can be disastrous. There’s so much to do – if you put it off until the last minute, there simply won’t be enough time to do everything right.

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Topics: Medicare Sales, WAP AEP Power Plan Tool

Medicare Sales: How to End the Quarter Strong

Posted by Mike Gattorna, Health Agents Network on 3/26/18 3:17 PM

The first quarter is almost wrapped up!  What have you done to make sure you have a great AEP?

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Topics: Medicare Sales

Infographic: Medicare Age-In Study – Insurance Shopping Habits and Preferences

Posted by Mari Tautimes on 6/19/17 1:38 PM

By 2030, people aged 65 and over will account for at least 20 percent of the U.S. population. Every day, approximately 10,000 people celebrate their 65th birthday, according to Pew Research.

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Topics: Medicare, Medicare Sales

The Secret to Becoming a Medicare Sales Powerhouse

Posted by Mari Tautimes on 2/14/17 7:33 PM

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.

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Topics: Medicare Sales, Medicare CRM, AgencyBloc

Aetna Releases First Look at Benefits - Watch Your Email Inbox!

Posted by Mari Rose Tautimes on 7/14/16 12:00 AM


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!

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Topics: Medicare, Arizona, 2017, Medicare Sales, Aetna

Advisors: How YOU Can Close the Great Medicare Sales Divide

Posted by Paul Rose on 7/11/16 8:57 AM

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.

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Topics: Medicare, Medicare Sales

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