How to Get More Client Referrals Without Seeming Pushy
Many agents don’t love asking for referrals because that can feel weird. You don’t want to appear to be chasing business every time you talk to a client, right? But referrals are one of the easiest, warmest, and most effective ways to grow your book of business. People trust recommendations from friends and family more […]
How to Use CRM and Digital Tools to Streamline Your Sales Process
We still have insurance agents who use a notebook, a stack of business cards, and a phone that dings constantly with reminders set three weeks too late. For these agents and all the rest of you, the 21st century is calling you! Current technology empowers agents to be their “best agents” and increase sales with […]
Using Social Media to Build Your Brand & Attract Clients
Social media is a weird place for insurance folks. You may wonder do I need to be on social media if I am not an influencer? The answer is yes.People like doing business with people they know, like, and trust. Social media is one way people in your community get to know you and build […]
New “First 15” Bonus from UnitedHealthcare Supplemental – Earn Up to $7,500!
Agents, Golden Rule Insurance Co., a UnitedHealthcare company, is offering an exciting new incentive to boost your production and reward your hard work. To re-engage agents with UnitedHealthcare-branded products underwritten by Golden Rule Insurance Company, you’re now eligible to participate in the “First 15” incentive program. You can earn up to $7,500 in bonus payments […]
Important Changes to UHOne Broker Portal E-Store
Agility partner UHOne is constantly upgrading its Broker Portal E-Store for its contracting agent partners. Another upgrade is coming on April 25, 2025, so Agility wants to update our previous UHOne Broker Portal E-Store Step-by-Step Guide today. Here are the changes happening to the E-Store coming on April 25, 2025, including the states where the […]
Upgrade Alert: Faster and Better Application Tracking on CignaForBrokers
Agility partner Cigna has urgent news for supplemental insurance agents. Cigna now has a simple way to track customer application status on CignaForBrokers. Cigna is starting to share its new Application Status Tracker for applications submitted via Express App. This feature includes faster status updates and clear notifications when a policy needs attention during application. […]
Hosting Events and Webinars: Bringing Clients to You Instead of Always Chasing Them
If you’re in the insurance game, you know chasing leads is tiresome. You also know from our previous articles that referrals are gold, but constantly begging for intros from outside sources is a lot of work. So, flip the script and generate your own referrals by hosting your own events and webinars! Done right, these […]
Follow-Up Strategies That Actually Get Clients to Say Yes
Most follow-ups sound like desperate sales pitches. “Hey, just checking in to see if you’ve decided on the policy information I sent?” (Insert client ignoring your email here.) If you’re tired of chasing leads who never respond, it’s time to consider a strategy for following up in a way that feels natural, builds trust, and […]
Email Marketing Hacks to Nurture Leads and Boost Conversions
Your email list is one of the most valuable assets in your insurance business. But if you send out the occasional “Hey, we’re here!” email, you leave a lot of money on the table. Email marketing isn’t just about staying in touch; it’s about nurturing leads, building trust, and ultimately turning prospects into clients. Here […]
Networking Like a Pro: Building a Referral Pipeline That Works
Let’s be real: networking can be a chore. You walk into a room full of strangers, make small talk, and hope you don’t get stuck in an endless conversation with someone pitching their latest MLM product. But here’s the thing: Networking is essential if you want a steady stream of quality referrals. The good news? […]
What Agents Need to Know About The Rural Healthcare Crisis in America
Rural healthcare in America is in serious trouble. Hospitals are shutting down, doctors are in short supply, and patients are left scrambling for care. If you work with clients in rural areas, this problem is reshaping your world and needs a solution today. This article discusses what this world is now and how likely it […]
Becoming the Trusted Insurance Agent Everyone Recommends
Why do some insurance agents seem to get all the referrals? You know, the ones that clients rave about with their inboxes full of “Hey, my friend needs insurance, can you help?” messages, and they never seem to struggle for new business. It’s not luck. It’s trust. The agents who build long-lasting relationships and consistently […]
The Growing Pandemic of Healthcare Provider Shortages
Of all the problems facing the American healthcare system today, the most alarming one continues to grow daily: the shortage of healthcare providers. All insurance agents need to read this article because there’s no sign of this going away anytime soon. The Bureau of Health Workforce Health Resources and Services Administration (HRSA) in the US […]
Understanding What Your Clients Really Want—And How to Deliver
Determining what clients want and how to deliver it can be a challenge when you consider that price appears to be, on the surface, the biggest factor in client decisions. What agents must do, however, is realize the truth about clients: It’s not always about the lowest price. Clients have many different “wants” that drive […]
Making Insurance Simple and Relatable Through Storytelling
Let’s be honest, insurance isn’t the most exciting topic. Most of us don’t wake up thinking, “Wow, I can’t wait to read insurance policy endorsements today!” We forget that insurance is for real people who have real risks and want absolute peace of mind for themselves and their families. Complex insurance jargon and fine print […]
How to Build Lifelong, Mutually Beneficial Client-Agent Relationships
The insurance world is all about relationships, with the longer the relationship, the better! The Holy Grail relationship is a lifelong, mutually beneficial client relationship delivering repeat business from happy clients happy to talk about it. Finding the Holy Grail is as tricky for insurance agents as it was for Indiana Jones in his movie, […]
The 2025 Carrier Challenges That Will Impact Agents
In 2025, all insurance carriers will face challenges that negatively impact their business, which will also impact agents. This article will explain these challenges and give tips on still thriving in 2025. What are the challenges carriers face that impact your books of business? Most revolve around one four-letter word: cost. MLR Rising Direct health […]
Selling Opportunities Continue Past December 7th
Although the Medicare Annual Enrollment Period (AEP) ends on Dec. 7, your selling season does not end on that date! After Dec. 7, look to your Turning 65 campaign to enroll new to Medicare clients. For those of you selling ACA plans, this means downloading your T65 book from Health Sherpa, or directly from ACA […]
The Future of ACA – Cloudy With a Chance of Status Quo
The future of the ACA is cloudy with a chance for the status quo to remain. But why does this matter to you? Elections have consequences, and the 2024 President-elect expressions of consistent opposition to the ACA signals potential reductions in administrative support, including enrollment resources and program marketing. Recent Supreme Court rulings, however, make […]
Discover DentalWise Max from Golden Rule Insurance Co., a UnitedHealthcare Company
Discover the exciting new DentalWise Max plan from Golden Rule Ins. Co., a UnitedHealthcare company.