No Work Means No Paycheck – The Need for Disability Insurance
by Seth Groff The country is opening back up as Americans receive another round of stimulus checks. The relief is necessary for many people who lost their jobs when businesses shut down over the past year. No work means no paycheck, and the stimulus checks have helped families pay their bills and continue their lifestyle. […]
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Medicare Advantage & The Sales Process
by Jeff Spain Medicare Advantage (“MA”) sales have skyrocketed over the last 10 years! Total Medicare Advantage Enrollment, 1999-2020. Data Source: KFF analysis of CMS Medicare Advantage Enrollment Files 2008-2020, and MPR, 1999-2007; enrollment numbers from March of the respective year, with the exception of 2006, which is from April. Number of people eligible comes […]
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Three Ideas to Improve Client Retention
by Seth Groff Sell! Sell! Sell! A common characteristic of the insurance industry is to focus on new sales. Insurance companies incentivize writing new business, and selling is the primary focus of most insurance company-sponsored training. Existing clients becoming a second thought and your book of business quickly becomes a revolving door, forcing you to […]
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Are You Ready for 2021?
The past 11 months have been a roller coaster. It presented both obstacles and opportunities as agents transition from traditional face-to-face meetings to “virtual” selling. Whether you fell short of your goals in 2020 or had a successful year, now is a good time to reflect on the past and build for the future. After […]
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Three Questions to Ask During OEP
The Open Enrollment Period is a busy time. Clients are eager to review their health insurance options for the upcoming year, and agents are trying to meet with as many clients as possible. OEP is one of the best times to discuss ancillary products with your clients because they are reviewing their options and might […]
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Compliance Tip: Signature Methods
To meet our diverse sales force’s needs, SureBridge offers multiple methods of signing our e-application. While we encourage you to use these options to fit your clients’ needs, these methods are not a good fit for every transaction. It is important to know when to use which method. Here are some quick tips to help […]
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An AEP Like Never Before
It’s that time of year again, the relative calm before the storm. As October 15 quickly approaches, advisors are busy contracting with new carriers, learning 2021 plan features, booking appointments with their clients, and completing their dreaded AHIP certifications. Nevertheless, as we all prepare for the Medicare Annual Enrollment Period (AEP), now is a great time to […]
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20 Ways to Make Selling Over the Phone Easier
Technology continues to change how people communicate and live. Insurance companies recognize these new habits and invest in developing online applications. This transition from paper opens the opportunity for well-informed agents to sell over the phone without a face-to-face meeting with their client. Phone sales aren’t for every agent, but those who embrace the telephone […]
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How to Retain Clients and Sell Through Times of Uncertainty
In our rapidly changing world, the need for insurance has suddenly grown even more. There were nearly 28 million uninsured individuals in the U.S. in 2018, according to the Kaiser Family Foundation. As licensed insurance agents, we have a responsibility and opportunity to help the uninsured and underinsured. Whether working from home or in the […]
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