Follow-up | March 8 2021 internal office meeting & CIGNA Webinar

We discussed changes with CIGNA, how we got something changed with US FIRE, and the importance of follow-up.

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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:
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Overcoming Buyer’s Remorse

Have you ever sold a case, to then get a call the next morning that they've “changed their mind” and “cancel everything?” This is a natural phenomenon called “Buyer's Remorse”, and you can head off some of these types of…

     


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New Member Overview Webinar

New Member / Overview Webinar from 08-15-14: Download Webinar Slides Medicare Made Clear InfoGraphic Obamacare Medicare InfoGraphic New:  Sales Tools – Best Tips from Agents   from Senior Market Advisor May 2014 More Resources regarding the Home Healthcare Opportunity: IMPORTANT LATEST…

     


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Send Out Cards Campaigns FIXED

Through on-going testing, it was discovered today that Send Out Cards has fixed the programming problem with sharing campaigns. This means that I can, once again, share the campaigns that have made my practice so successful. There was a waiting…

     


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The Fortune is in the Follow Up

https://MedicareAgentTraining.com – for Agents
http://SeniorSavingsNetwork.org – for Seniors and Clients

The Fortune is in the Follow Up

Medicare supplements provide insurance agents the opportunity for residual income. But, with that opportunity, comes responsibility. The responsibility is to take care of your clients and continue to shop for them in the future. It is not a one time transaction.
It should be an on-going relationship of taking care of their needs.

It is very rewarding to offer seniors the chance to shop for the best Medicare Supplement rate and move to the better offer. All Medicare Supplement plans are the same. They perform exactly the same way. The only difference (found on Pg 68 of the 2014 Medicare & You Guidebook) is in the premium.

And there is a great difference in the premiums.
We are often able to save our senior clients from $50 to $150 per month on the same, exact plan that they have.

The fact is, their agent should have been shopping the market for a better plan much sooner than allowing them to get that far out of whack from the best rate in the market.

The insurance companies HOPE that the senior never shops the market again. They take it for granted that they will not go shopping and will stay right where they are. They then continue to raise the rate, faster and faster.

It is definitely in the senior's best interest to shop at every announcement of a rate increase. If you, the agent, has a relationship with your client, you'll be able to be the one they call to shop again.