10 Last Minute AEP ‘things’ to do Before December 7th

December 1st, 2017 by

AEP is nearly over. At the risk of being overzealous this last week of AEP with information on cross-selling, maximizing the sale, asking for referrals, etc., the sole purpose of this update is to remind you about all the last minute random ‘things’ to do before AEP is officially over. So in […]


5 Relevant Ways to Earn Referrals

November 27th, 2017 by

1. Quarterly Newsletter Depending on the study you read, sales people should have 5-7 “touches” every year with their clients. A quarterly email newsletter is a great way to keep in touch with your clients! Some Content Ideas: Health Ideas CMS Materials Talking Medicare from Senior Marketing Specialists Uplifting News […]


Having a Post Appointment Plan

November 13th, 2017 by

The end of an appointment is the beginning of a relationship. Don’t let the trust you built in an appointment deteriorate with lack of a post appointment plan. Once you leave an appointment what happens? Feel happy about earning a new client? Patting yourself on the back for helping put the […]


Voicemails; Making the Most of Your Messages

November 6th, 2017 by

Your Outgoing Voicemail What is a reasonable callback time? 5 hours? 8 hours? Next Day? You can ask 10 different people and get 10 different answers. This is why it is important to set the standard for your clients and prospects who leave you a message. Example: “Hello, you have […]