August 3 2021 Internal Office Meeting

Buyer's Remorse happens after nearly every transaction. How can it be prevented?
Also, preparing for AEP – what to tell our clients NOW.

Notes under the video..

See the video:<

     


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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.

This process will also help when you have given all of the GOOD information to a prospect, who then is inclined to take it to their FORMER agent, who probably gave them bad advice to begin with.

See this recent support ticket on this very topic:
<[email protected]@>

     


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Facebook Lead Ads into Radius CRM

We have been using the “RadiusBob” (stupid name, eh?) CRM for years now. While it is not perfect, it is functional for the automations we have set up for it. Some of these integrations we use include: Automatic import of…

     


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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…

     


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When to start hiring folks

This was a LIVE Facebook broadcast from http://facebook.com/MedicareAgentTrai… Be sure to “LIKE” the facebook page to get notices of future broadcasts.   The topic covered here was “When to grow” and first steps into expansion from a one-person shop into…

     


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Customer Relationship Manager (CRM) w/ Membership Discount

I am happy to report that, through extensive testing and referrals, we're happy to recommend this CRM solution for tracking your leads, clients, and commissions. 20% Discount Code with this link: https://medicareagenttraining.com/go/radius/ The Radius difference Lead Management & CRM in…

     


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