AEP Season Is Busy! It can be hard knowing what to prioritize. Let’s talk about some key AEP Organization Tips & Tricks for a successful selling season; client communication, strategizing your
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Why Join An FMO?
Before we start, what is an FMO? Field Marketing Organizations (FMOs) Provide vast sales, marketing, and technology support. They work with agents to sell insurance products. Essentially acting as the
Customer Retention Strategies
First, What is Customer Retention? It’s a measure of how loyal your clients or customers are to your business over a length of time. Good customer retention strategies will keep
User Experience 101
What is User Experience? Or UX for short. A user’s experience, huh? Kind of a new term in the tech world but user experience has been around for a while!
Website Design for Insurance Agents
Your Website This could be someone’s very first impression of you. You’re going to want a trustworthy website to back you up! But wait… I don’t know how to code
New to Medicare? Tips & Best Practices For You?
Becoming a Medicare insurance agent can be a rewarding career, offering opportunities to: Build Client Relationships Help Seniors Navigate Essential Healthcare Decisions Create a Stable Income through Commissions However, for
Best Practices for a Successful AEP
The Annual Enrollment Period (AEP) is the most important season for Medicare agents. It offers a 54-day window for Medicare beneficiaries to review and adjust their plans. Success during AEP
Effective Time Management During Enrollment Periods With Planning and Technology
Make the Most of Your Enrollment Periods with Planning and Technology Enrollment periods are the prime selling time for Medicare Agents and the time seems to fly by in an
Understanding Medicare Plan Star Ratings: A Guide For Agents
As a new Medicare agent, you’re navigating the essentials of Medicare plans and looking for ways to best support your clients. One critical piece of the puzzle is understanding Medicare’s
A Medicare Agents Guide To Identifying And Serving Diverse Populations
Each client brings unique needs influenced by their background, health conditions, and life circumstances. Successfully meeting these needs requires an agent to go beyond a basic understanding of Medicare options
Design Basics For Medicare Agents
Effective marketing materials are crucial for Medicare agents to reach their target audience. While Fidelis has a professional marketing team to create polished assets for agent use, understanding basic design
How To Effectively Cross-Sell And Maximize Commissions
Medicare sales is a competitive market, but agents can find success by maximizing commissions and cross-selling related Medicare Supplement products. These ideas will provide good customer services to your clients
Using Branded Swag: Add Value and Grow Your Business
In the competitive world of Medicare sales, creating a memorable connection with clients is critical for growth. One simple yet effective way to stand out is using promotional branded tchotchkes
Creative Social Media Strategies For Insurance Agents
The social media landscape is crowded, and for Medicare agents looking to grow their business, standing out requires more than consistency—it requires ingenuity. This article explores creative ways to leverage
How To Host Successful Education Seminars
Educational seminars are a perfect way for agents to expand their business! By offering valuable information in a compliant and approachable setting, agents can establish themselves as trusted authorities in
Effective Time Management During Enrollment Periods With Client Meetings & Self-Care
Make the most of your enrollment periods with client meetings and self-care. Enrollment periods are the prime selling time for Medicare Agents and the time seems to fly by in
Website Design For Insurance Agents
Your Website This could be someone’s very first impression of you. You’re going to want a trustworthy website to back you up! But wait… I don’t know how to code
How to Sell Yourself to Local Businesses
Partnerships with local businesses create opportunities to engage with the community! Local businesses, such as pharmacies, senior living facilities, and healthcare providers, are often hubs of activity for Medicare-eligible individuals.
Leveraging Technology in Insurance Sales
Technology has become indispensable for agents looking to stay competitive, streamline their processes, and better serve their clients. Innovative client relationship management systems and cutting-edge lead generation platforms have fundamentally
Let’s Talk CRMs for Agents
What Is a CRM? Customer Relationship Management software, or a CRM, helps businesses manage their interactions with customers and potential customers. The goal of a CRM is to strategically connect
How to Host Compliant Educational & Sales Events
Hosting both educational and sales events are integral parts of being an insurance agent. It can be tricky to make sure you are adhering to all the CMS regulations for
Client Retention: Handling Difficult Client Conversations
Navigating difficult conversations with clients is an essential skill for Medicare agents, especially in an industry where choices can be complex and emotions are often high. Beneficiaries rely on agents
Client Retention: How to Capture and Retain Clients
Enrollment Periods are some of the most critical and busy times of the year for agents. You invest significant time and energy into acquiring new clients while maintaining your current
How to Use a Call To Action to Get More Leads
One of the key guidelines of marketing, is to include a call to action, also known as a CTA. These are very short phrases that urge your audience to do
How Agents Can Find Local Event Opportunities
Local events can be an excellent strategy to connect with potential clients. Events like senior expos or community gatherings provide a platform to: Engage with Medicare Beneficiaries in Your Area
Guide to Becoming a Licensed Insurance Agent
Here’s a fun fact – you don’t need to have a degree or be a sales wizard to become a licensed insurance agent. You need a tool belt of soft
Programmatic SEO & How it Could Benefit Your Business
Let’s talk about SEO or Search Engine Optimization. This is what boosts your website’s visibility on search engines. It helps connect user searches to specific content on your site through
Email Marketing to Clients: 10 Best Practices
10 Email Lead Generation Strategies 01. Build a Targeted Email List The foundation of success lies in reaching the right people. Don’t waste your efforts on a shotgun approach. Instead,
10 Video Content Ideas for Your Insurance Agency
As digital marketing rapidly progresses, it has become more important for businesses to stay on top of the newest resources and trends. Social media platforms like Instagram and Facebook offer
Social Media Success Guide
Social media platforms’ rapid emergence and popularity have redefined how businesses, including insurance agents, engage with clients. Now, more than ever, an online presence is not just beneficial but essential.
Mastering Client Loyalty for Unstoppable Growth
The relationship a Medicare agent builds between their prospects is highly impactful. An agent’s success is affected by their ability to retain clients, which in turn significantly depends on the
Mastering the Art of Blogging
Blogging can be an influential tool for Medicare agents. It provides an opportunity to share valuable information, showcase expertise, and connect with clients on a deeper level. However, crafting a
Email Marketing: Innovative Campaigns to Engage Prospective Clients
As an Insurance agent, one of your main objectives is to consistently generate new leads and convert them into clients. In an age where digital communication is key, email marketing
E-Mail Marketing For Insurance Agents
Even though social media seems to be the most popular form of communication, e-mail marketing still holds a very valuable place in any marketing strategy. According to Techjury, 29%
How to Generate Quality Leads Using Social Media
As an insurance agent, it’s important to connect with your existing and potential clients, and social media makes it easier to reach both audiences more frequently and efficiently. Using it
Top Sales Strategies for a Successful Business
Some people are natural sellers who can influence people with their charm, charisma, and enthusiasm. Even if these characteristics don’t come naturally to you, you can still be a highly
Choosing Strategic Digital Marketing Solutions
Creating effective digital marketing campaigns can be overwhelming and difficult to understand. In this e-book, learn how to choose strategic digital marketing solutions for your campaigns. Who? Who are
6 Methods to Increase Customer Referrals
Customer Referrals are an effective and easy way to grow your book of business! In this E-Book, learn more about the methods you can use to increase your customer referrals!
Cold Calling: How To Survive & Thrive (While Staying Compliant)
Cold calling is both a cornerstone and one of the most dreaded aspects of sales. It doesn’t have to be frightening, though. With proper preparation and experience, you will become
3 Free Easy-To-Use Design Tools
The Importance of Marketing Marketing is the cornerstone of any business. Communicating your services to potential clients is essential, as is making the materials look interesting and compelling. Word processing
SEO Optimization Tips for Insurance Agents
Do you have a website for your insurance sales business? If you don’t, you should set one up, considering how it will help advertise your business and bring potential leads
CMS Guidelines for Communicating With Clients
As a Medicare insurance sales agent, it’s important to be aware of government files and regulations governing how you can contact potential clients. Included in the scope of compliance requirements
3 Techniques for Impressing Your Clients in an Appointment
First impressions are everything, and it is no different when it comes to meeting with a client for the first time. They want to know that they can trust you
How To Generate Local Leads with Digital Marketing
For an insurance agent, leads are how you continue to grow and expand your business. There are many different methods for agents to generate leads, but through digital marketing, agents
CRM Software Suggestions to Help Manage Your Business
If you’re in insurance sales, you’re probably familiar with the struggle of keeping track of all your contacts, from new leads to ongoing customer care. Many customer relationship management (CRM)
Quick Guide: How Top-Producing Agents Achieve Success
As an agent, you must have clear goals of what defines your success. From your daily routines to your commitment to your process, you need to be motivated and excited
4 Ways to Create and Build Relationships with Clients
Client relations are a key element to growing your business. Creating, building, and maintaining a relationship with current and prospective clients will allow you to become a resource for their