Hosting the annual Agent Symposium is one of our favorite times of year. We enjoy getting to see you face to face and sharing some great times. For many of you, it's the only time of year we get to see you in person!
This is a hectic time of year so we do appreciate you taking the time to visit us in Winston-Salem and hear about all the great information to be passed from our carriers and business partners. We hope that you find it as informative, entertaining and valuable as we do. We're already looking forward to next year's event.
Here are some moments from the 2022 Symposium to share with you. A special shoutout to our award winners for your hard work and superior achievements!
If you’re like many agents working in the Medicare space, you encounter people that have questions about how to handle their retirement savings. If you don’t work in that space and aren’t comfortable with that conversation, you have a partner that can help!
Annuity And Life Partner Services (ALPS) is another valuable resource made available to you as an agent working with an Integrity Marketing partner. It was created to partner with agents who work in the Medicare market but don’t offer retirement planning. It is a referral-based service. That means you can refer your clients to them for these services, but they remain your clients for the lines of business that you service.
How it works:
- You refer your client to ALPS for retirement planning consultation after discovering the need by going to annuitylifepartner.com and completing a referral form.
- Your ALPS agent engages in a meaningful income and risk planning discussion with the client.
- Appropriate, ethical, and suitable solutions will be presented to your client based on their unique needs.
- You are advised of the progress at every step of your client’s journey.
- You are paid a share of the commissions if a product or products are issued and placed. (You must have a valid life license to receive referral fees).
- You maintain your relationship with your client and lower the risk of them looking elsewhere for other insurance services!
Contact us today for more information on this important resource to help to you grow your business, increase your income, and create a better client experience!
An insurance referral program is a powerful tool that insurance agents can use to grow their insurance agency without actually having to go out and find more insurance customers.
The beauty of an insurance referral program is that it allows you to leverage the existing client network you have built by putting them to work for you.
With an insurance referral program, you can quickly revolutionize your insurance marketing strategy by rewarding policyholders to refer their friends and family members to your insurance agency.
Agents can always count on Savers Marketing to help grow their business and provide tools and resources to make insurance marketing easier. However, you’ll want to keep in mind a few things when creating an insurance referral program.
First, you’ll want to make sure that you have a sound system in place for tracking referrals. Second, you’ll want to consider a token of your appreciation to offer to your clients who refer friends and family members. Finally, it’s necessary to actively promote your insurance referral program.
Let's explore how using an insurance referral program can transform your business.
As an insurance agent, you're constantly searching for new tools and technology that will streamline your work experience - and insurance quoting software is one of those tools that can take your business to the next level.
When conversing with a client, you want their experience to be fast, efficient, and relevant. The right quoting software is vital to this experience regardless of what you're selling. It gives you faster access to health insurance companies and their products. This means a lot more flexibility when dealing with your clients. That's why you should become familiar with the MedicareCENTER quoting and enrollment platform that is integrated with additional tools from CSG.
MedicareCENTER, provided to agents free of charge from Savers Marketing, can help you provide quotes to your clients quickly and efficiently. This is just one of many added value benefits of working with Savers including insurance leads, E & O insurance, and training.
Are you looking for a new avenue of insurance to add to your portfolio? For homeowners, mortgage protection insurance offers peace of mind in the event of their untimely passing. If they've invested in mortgage protection insurance, that policy will help to pay the remaining mortgage balance, ensuring that spouses, partners or children won't have to worry about losing the home or making payments.
Mortgage protection leads are an effective way to gather quotes and gain customers.
If you're an insurance agent who wants to offer mortgage protection life insurance, it's critical to know how to acquire the best possible mortgage protection leads.
At Savers Marketing, we proudly offer agents access to great lead sources for mortgage protection.
For many of us, the holiday season is filled with excitement and good feelings from seeing friends and loved ones, enjoying great meals and finding something special under the tree.
As an independent insurance agent, a significant portion of your job is expanding your client portfolio and generating new leads. However, finding exclusive medicare leads is sometimes easier said than done. What if we told you that it’s simpler to secure potential direct mail and internet leads than you’d think? The key - individuals who are turning 65.
The Annual Enrollment Period has begun, and we know that this is your busiest time of year. While you're working with current clients and developing new sales opportunities, it's important to remember that marketing and selling compliantly is a vital part of working in this market.
Savers Marketing offers Medicare Advantage compliance training for agents who want to ensure they're using the right methods to sell Medicare Advantage. Here are some of the most critical compliance issues that you need to keep in mind:
If you're an insurance agent looking for a new avenue for selling insurance, Medicare is a promising field that helps people get the care they need. But how do you get started in adding Medicare to your portfolio?
A Medicare insurance agent training course is the best way to provide yourself with the skills and knowledge needed to become an effective medicare insurance agent. While many insurance training courses are available, medicare agent training online is probably the best way to go, especially for people looking to stay mobile. Plus, a Medicare insurance agent training course will help you master the ins and outs of Medicare through up-to-date, informative resources.
But what should you know about medicare insurance before taking this course? What's covered, what isn't, and how does it work?
For agents looking for a way to meet requirements easily, Savers Marketing offers online insurance training courses that prepare you for the next step of your career. Are you wondering what Medicare insurance agent training can do for you? Read on to find out.