Agent Resources

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Medicare Guidance

Basic Information
Compliance
Agent Job Aids
Medicare Certifications
Dual Eligible
Landscapes
Census and Statistics

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A.R.T. - Agency Resource Training

Continuing Education
Market Trends
Sales Technique

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Incentives and Conventions

Rewards
Conventions
Bonuses

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Insurance News

Instant Quotes
Product Comparisons
Simplicity

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Contracting, Licensing and Commissions

Agent Onboarding
Errors & Omissions
Succession Planning
Contracting & Licensing Team

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Medicare Publications

Medicare Beneficiary Publications
Guides to Coverage
Checklist and Starter Kits

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Quote Engine

Instant Quotes
Product Comparisons
Simplicity

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Sales Tools

Selling Tactics
Compliance
AEP Prep
Building a Block of Business
Building Your Product Portfolio

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Industry Trade Associations

Education
Advocacy
Networking

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Order Supplies

Quick
Dependable
Easy

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Tools and Calculators

Compare and Research Tools
Calculators
Scripts & Other Materials
Legal & Processes

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Marketing Tools

Marketing 101
Email Marketing
Social Media
Websites
Seminars
Marketing Team

Product Portfolio – Coming Soon!

Medicare Advantage
Medicare Supplements
Prescription Drug Plans
ACA Metal Tier Plans
Short-Term Medical Plans
Hospital Indemnity Plans
Dental, Vision and Hearing Plans
Cancer, Heart Attack and Stroke Plans
Final Expense Insurance
Term Life & Universal Life Insurance
Minimum Essential Coverage Plans

Self-Study Workbooks – Coming Soon!

Agency Building: Culture Code Framework
Agency Building: Code of Ethics Development
Social Media Marketing
Prospecting
Market Research
Word of Mouth Marketing
Using a Needs Analysis
S.M.A.R.T. Goal Setting
 

Scripts & Other Materials

 

Marketing Guides  – Coming Soon!

2019 Medicare Communication & Marketing Guidelines
Budget-Friendly Marketing Strategies
Agency Building Guidance
Client Retention Tools
Customer Behavior Trends
E-Mail Marketing for Insurance Agents
How to Build Effective Relationships with Prospects
How to Improve Customer Communication
How to Market on a Budget: Facebook
How to Market Medicare to Future Beneficiaries
How to Prevent the “I Want to Think About it” Objection
How to Prospect Like Your Competitors
How to Recruit New Producers
How to Run an Efficient Business
Market Research Guide for Agents & Agencies
Networking for Insurance Agents: Community Sponsorships
Presentations 101
Sample Marketing Plan
Social Media Made Easy
Staying Compliant: Marketing Medicare by Mail
Using a Needs Analysis
Why Insurance Agents Need Websites
Why You Need a Digital Marketing Strategy