How we are fine-tuning and adding automation to help with clients screening.
See this internal office meeting video below:
See the video:
automation
01- 11- 2021 Medicare Update & Opportunities
Our meeting today covered improvements in our process, things we are experiencing and how to fix them, and opportunity updates for California's birthday rule.
Members only can … watch the video:
Appointment Follow Ups
I found this kind of follow-up to be critical to help prevent folks from taking our information and then going directly to the carrier or to another agent with what we had brought them. Stop losing business direct to the carrier.
This process will also help when you have given all the GOOD information to a prospect, who then is inclined to take it to their FORMER agent, who probably gave them bad advice.
See this recent support ticket on this very topic:
CRM Automation – Why You Need It
This is one of the presentations from a recent LIVE event we had for agents in Charleston, SC. Below, Robert explains some of the ways we use automation to make life easier with our CRM. If you use a different…
Put the SYSTEM to work for you
One the best things about the Medicare business is the residual income that separates THIS niche from any other. Knowing that you can get off of the rat wheel, slow down YOUR personal production, and build a legacy; it changes…
Click on the little man and send a support request:
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