Feb 23, 2021
Thinking about getting a CRM, Customer Relationship Management System? Now is the time.
In episode 55, Gillan and Chris run through why you need to stop procrastinating and get a CRM now. You will also find out how to create a spreadsheet for each of your clients. And our top three picks for CRM systems on the...
Feb 16, 2021
Cross-selling can be an agent's secret weapon to expanding a client's product portfolio. Most agents have a strategy for cross-selling supplemental insurance.
On Podcast: Episode 54, Agency Owner Rita Garza of Skyview Insurance shares her tips to cross-selling.
Find out more about Rita on our website,
Feb 9, 2021
Thinking about adding Hospital Indemnity to your portfolio? It's a great supplemental product that can easily be shared with your clients. In Podcast: Episode 53, President of the Brokerage Inc. Mike Smith shares some strategies for selling Hospital Indemnity.
There is are a few other benefits to selling...
Feb 2, 2021
There is still time to make changes for your Medicare clients this OEP season. In this episode of The Broker Link, episode 52, Medicare Sales Director, David Ireland tells agents what they should be doing before the March 31st deadline.
David also shares some strategies on how to approach your existing clients or new...