Navigating AEP and Building a Successful Insurance Business: A Candid Conversation
November 20, 2023
In this episode, hosts Kathe Kline and Joanna Wyckoff have a lively conversation about various topics in the insurance industry. They discuss the challenges of dealing with spam emails and social media sales pitches, the importance of personalizing sales approaches, and the risks of relying too heavily on carriers for client communication. Kathe also shares her experience with setting up a directory and the benefits of having high-quality leads. Joanna talks about the pitfalls of building a downline and the need for balance between agent and consumer-focused materials. Additionally, they touch on the advantages of using virtual assistants and the power of automation in streamlining business processes. If you're interested in learning more about these topics or want them to dive deeper into a specific subject, stay tuned to this episode of Insurance Business Babes!
We covered a wide range of topics related to the insurance industry and shared valuable insights for insurance agents like you. Here are 3 key takeaways from our discussion:
1️⃣ Setting up a help desk: We discussed the importance of implementing a ticketing service or help desk to streamline communication with clients, leads, and partners. This tool can help prevent things from falling through the cracks and ensure that every inquiry or message is addressed promptly.
2️⃣ Affiliate marketing: We delved into the potential of affiliate marketing for insurance agents. By partnering with companies and promoting their products or services to your audience, you can earn additional income while providing value to your clients. It's a win-win!
3️⃣ Automation and efficiency: We emphasized the significance of automation in your insurance business. By automating repetitive tasks, such as email responses and common inquiries, you can save time and focus on high-value activities like building relationships and selling insurance. Don't let manual processes hold you back!
If you want to dive deeper into these topics or have other burning questions, reach out to me or check out the full episode on The Insurance Business Babes podcast. Remember, continuous learning and implementation are key to success in the dynamic insurance industry. Stay tuned for more valuable content coming your way!
Support us by using our Affiliate Links:
It costs you nothing but helps us so much!
VOIP Phones:
Help Desk Agents (keeps Facebook, email, texts, etc all in one place): https://CertifiedMedicareAgents.com/Help
Time Stamps:
01:46 Facebook group, veteran work, past Social Security, expensive program, better than spam emails.
1️⃣ Setting up a help desk: We discussed the importance of implementing a ticketing service or help desk to streamline communication with clients, leads, and partners. This tool can help prevent things from falling through the cracks and ensure that every inquiry or message is addressed promptly.
2️⃣ Affiliate marketing: We delved into the potential of affiliate marketing for insurance agents. By partnering with companies and promoting their products or services to your audience, you can earn additional income while providing value to your clients. It's a win-win!
3️⃣ Automation and efficiency: We emphasized the significance of automation in your insurance business. By automating repetitive tasks, such as email responses and common inquiries, you can save time and focus on high-value activities like building relationships and selling insurance. Don't let manual processes hold you back!
If you want to dive deeper into these topics or have other burning questions, reach out to me or check out the full episode on The Insurance Business Babes podcast. Remember, continuous learning and implementation are key to success in the dynamic insurance industry. Stay tuned for more valuable content coming your way!
Support us by using our Affiliate Links:
It costs you nothing but helps us so much!
VOIP Phones:
Help Desk Agents (keeps Facebook, email, texts, etc all in one place): https://CertifiedMedicareAgents.com/Help
Time Stamps:
01:46 Facebook group, veteran work, past Social Security, expensive program, better than spam emails.
04:13 Teaching competitors, keep advantage, avoid saturation.
06:38 Insurance First: Main business is selling insurance.
10:13 Affiliate site for healthcare with referral link.
15:26 Received great advice, but haven't implemented.
16:50 Change in focus caused pigeonholing, built downline.
20:59 Found cheaper virtual assistants, now have one.
23:04 Loom, Camtasia, TypeDesk: Efficient tools for recording and typing.
Joanna Wyckoff from Topflightagent.com and Kathe Kline from CertifiedMedicareAgents.com talk about building a Medicare Insurance Agent business. (Use the code Babes2024 to get a free Bronze membership in the CertifiedMedicareAgent.com directory).