Agents can offer memberships to Legacy Safeguard, Integrity's estate planning program for clients, in order to drive client referrals and extend their level of care! ⟶
When you're thinking of everything you need to do to prepare for appointments this Annual Enrollment Period, be sure to think of things outside your memorized to-do list.
During some Medicare sales appointments, you may meet with a client who wants to enroll in a plan but doesn't have their Medicare Beneficiary Identifier (MBI).
During a year with high levels of disruption for Medicare clients, simplifying your business operations is critical to reducing your stress and making more sales!
The Medicare Annual Enrollment Period officially starts on October 15, but you don't have to wait until then to get a leg up on your sales! October 1 is when you can begin marketing next year's plans to your clients.
We all agree buying life insurance is important, but how much does your client really need? Here are four ways to calculate their needs and find the right amount of coverage.
The time to start selling Affordable Care Act (ACA) plans to your clients is now! But how do you find new clients who are eligible and in need of coverage?
We've probably all bought a new piece of furniture with assembly required and promptly tossed the instructions to the side. We could wing it, right? Maybe so... But we don't recommend going rogue when it comes to putting together your strategy for the ACA Open Enrollment Period.
Prior authorization has long been a sticking point in healthcare, often delaying treatment and creating extra headaches for policyholders, providers, and insurance agents.