Building a Referral Network: How Agents Can Grow Their Business
Referrals are one of the most powerful ways for insurance agents to grow their client base and reputation, offering high conversion rates and leveraging trust without the need for extensive marketing. Clients referred through trusted sources arrive with built-in confidence, making for quicker, stronger relationships. Read on to learn how to create and nurture a reliable referral network that can elevate your success.
AEP 2025: How to Prepare and Succeed as an Agent
With Medicare AEP (Annual Enrollment Period) just around the corner, running from October 15th to December 7th, it’s time for agents to ensure they’re fully prepared. Whether you’re an experienced agent or new to the field, having everything in place ahead of time is crucial for success. Here’s an essential AEP countdown checklist to help you stay organized and ready to provide the best service to your clients.
Improving Customer Experience: Tips for Insurance Agents
The healthcare world is changing. Patients want better care from their insurance providers. They want things to be easy, personal, and convenient. For insurance agents, this means meeting high expectations. But how? Let's talk about some simple strategies to make customers happier.
Host Compliant Medicare Events: What to know when hosting an event
Sales and marketing events offer a valuable opportunity for agents to attract new clients and educate them about Medicare options. Given the compliance risks, it's vital to distinguish between Educational and Sales events and adhere to compliance regulations. There are many compliance risks in hosting events, so we’ve highlighted some of the most important things you should remember when hosting an event.
3 Tips: How Agents Can Avoid Burnout at Work
Burnout is a serious problem in the workforce. This is especially true for those who are naturally ambitious, building their own business, and doing client-facing work every day. Any of those sound familiar?
8 Things you must discuss with your clients when choosing coverage
At JAR, we know firsthand the importance of earning your client’s trust: when clients trust your advice, you retain their business. To ensure the longevity of your client relationships, and your success, we share the industry-proven discussion points that will boost your performance and get you choosing the best plan possible for your client’s needs.
How Insurance Agents Can Leverage Social Media for Lead Generation
As an insurance agent, your success hinges on your ability to build and maintain a strong client base. The rise of social media has made it easier than ever to reach potential clients online. This blog aims to explore some tips on how insurance agents can professionally use social media to attract new clients.
Mastering Customer Service: 3 Proven Tips to Boost Your Healthcare Client Retention!
As a healthcare agent, you know how important it is to provide excellent customer service and retain your clients. However, it can be challenging to know where to start.
Commonly Asked Medicare Questions Agents Should Know the Answers to
Medicare can seem like a daunting topic to many elderly Americans, and they need an educated agent to help them navigate it. Here are some of the most asked questions.
How to Set Up Google Business Profile and Yelp Business Profile for Insurance Agents
As an insurance agent, choosing the right insurance agency to work for is crucial to your success. The agency you choose will affect your training, support and the types of insurance policies you can offer your clients.
Mastering Communication: Essential Strategies for Engaging Medicare Beneficiaries
In your digital marketing strategy, don’t underestimate the power of keeping up a high-quality, informative blog on your website. Giving clients up-to-date and valuable content builds trust, credibility, and engagement.
A Guide for Insurance Agents to Advise Medicare-Eligible Employees Over 65
As more seniors push back retirement, insurance agents have had to adapt to changing needs.
3 Proven Retention Strategies for Insurance Agents
Retention should be a core part of any insurance agent’s sales strategy. By prioritizing client retention, agents can significantly grow their business. Here are some tried-and-true strategies that you can start implementing today.