by Joel Cowdry | Oct 22, 2020 | Networking & Referrals
The HOWs and WHYs of Client Retention We all know client retention is vital to maintaining and growing a business. Amid the uncertainty of 2020, customer retention may be more important this year than ever before. Currently (October 15 through December 7), we’re in...
by Joel Cowdry | Oct 8, 2020 | Networking & Referrals, Non-Traditional Marketing, Traditional Marketing
Last-Minute Marketing Ideas for AEP Maybe it’s your first year selling Medicare. Or perhaps the rollercoaster that is 2020 is forcing a late start to your marketing efforts this selling season. No matter the reason, you need some marketing ideas you can use NOW that...
by Joel Cowdry | Sep 24, 2020 | Networking & Referrals, Non-Traditional Marketing, Traditional Marketing
AEP Prep Checklist for Agents Success is innately dependent on preparation! James Burke poses the question “why should we look to the past in order to prepare for the future?” Then answers “because there is nowhere else to look”. This rings loud and true when it comes...
by Joel Cowdry | Sep 10, 2020 | Traditional Marketing
How a SWOT Analysis Can Help Independent Agents Grow Their Business Even if a SWOT Analysis sounds a bit technical, this exercise can actually be a lot of fun whether it’s done individually or in a group setting! A thorough SWOT analysis conducted internally can...
by Joel Cowdry | Aug 27, 2020 | Networking & Referrals
Tips for Building a Referral Network in the Current Environment Referrals can be the bedrock of a renewal-based income. Referrals typically convert to customers at a higher rate, take less time to acquire, and incur lower acquisition costs than most forms of...
by Joel Cowdry | Aug 13, 2020 | Traditional Marketing
Why and How to Make Direct Mail a Part of Your Marketing Mix Direct mail can be a lucrative marketing method for independent insurance agents despite living in a world that’s gone virtual. Contrary to the belief that direct mail is dead, it’s very much alive! In fact,...
by Joel Cowdry | Jul 29, 2020 | Non-Traditional Marketing, Traditional Marketing
How To Use Education-Based Marketing to Your Advantage Who wants to “get educated”? Your prospects do! The fact is, 70% of people eligible for Medicare Insurance say they need more education. They’re literally begging for it. That’s why education-based marketing can...
by Joel Cowdry | Jul 16, 2020 | Networking & Referrals, Non-Traditional Marketing, Traditional Marketing
Take Your Virtual Meetings from Good to Great! It’s safe to say that using virtual meetings to conduct business is a practice that’s here to stay. It’s no secret that mediocre virtual meetings produce mediocre results while great virtual meetings can lead to great...
by Joel Cowdry | Jul 2, 2020 | Non-Traditional Marketing, Traditional Marketing
Get the Results You Want Despite a Different AEP There is huge opportunity for agents who prepare early this year! The different scenario we find ourselves in this season isn’t necessarily a bad thing! Let’s take a peek into the 2021 Annual Election Period (AEP) and...
by Joel Cowdry | Jun 18, 2020 | Non-Traditional Marketing, Traditional Marketing
Social Media Best Practices for Insurance Agents Utilizing social media in your marketing mix as an independent insurance agent has quickly moved from “probably a good idea” to a necessary practice in the current era of digital communication. Today, we cover a lot of...
