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Medicare Open Enrollment Period Do’s and Don’ts

Medicare Open Enrollment Period Do’s and Don’ts

by Joel Cowdry | Jan 20, 2022 | Compliance, Networking & Referrals, Traditional Marketing

Medicare Open Enrollment Period Do’s and Don’ts Medicare Open Enrollment Period (OEP) runs January 1 – March 31 annually. It allows individuals enrolled in a Medicare Advantage (MA) plan to make a one-time election to go to either another MA plan with or without Rx...
FREE Content Independent Agents Can Share Year-Round

FREE Content Independent Agents Can Share Year-Round

by Joel Cowdry | Jan 6, 2022 | Non-Traditional Marketing

FREE Content Independent Agents Can Share Year-Round As a small business owner, you’ve likely heard about content marketing, so what’s all the hype about? Today’s article addresses what content marketing is, highlights its benefits to independent agents, and provides...
Establishing Medicare Marketing Goals for the New Year

Establishing Medicare Marketing Goals for the New Year

by Joel Cowdry | Dec 9, 2021 | Traditional Marketing

Establishing Medicare Marketing Goals for the New Year Medicare clients have different needs & wants, and so do the independent insurance agents who service them. Some agents use insurance sales as a source of supplemental income while other agents are committed...
FREE Ways to Keep Customers (by Keeping Competitors at Bay)

FREE Ways to Keep Customers (by Keeping Competitors at Bay)

by Joel Cowdry | Nov 18, 2021 | Traditional Marketing

FREE Ways to Keep Customers (by Keeping Competitors at Bay) Your current Medicare insurance clients are receiving an average three direct mail pieces from competitors each day during the Annual Enrollment Period (AEP). They’re likely being bombarded with radio &...
Giving Thanks to Our Clients

Giving Thanks to Our Clients

by Joel Cowdry | Nov 4, 2021 | Networking & Referrals, Traditional Marketing

Giving Thanks to Our Clients As independent agents enter November and the remaining weeks of AEP, our renewal commissions remind us how valuable our current clients are. Take a moment, an afternoon, or all month to show your customers how much you care! Here are some...
Boost Productivity and Profits with Time Management Tips

Boost Productivity and Profits with Time Management Tips

by Joel Cowdry | Oct 21, 2021 | Traditional Marketing

Boost Productivity and Profits with Time Management Tips Independent insurance agents who know how to effectively manage their time and prioritize projects experience less stress and are better able to service client needs. Perhaps most importantly (depending on your...
Ways Independent Insurance Agents Can Save Money

Ways Independent Insurance Agents Can Save Money

by Joel Cowdry | Oct 7, 2021 | Traditional Marketing

Ways Independent Insurance Agents Can Save Money Agents entering the busy Medicare selling season are understandably taking advantage of the different ways they can make money. We want to take a moment to remind you of some different ways you can save money! After...
Word-of-Mouth Marketing (Your Secret Weapon this AEP)

Word-of-Mouth Marketing (Your Secret Weapon this AEP)

by Joel Cowdry | Sep 23, 2021 | Traditional Marketing

Word-of-Mouth Marketing (Your Secret Weapon this AEP) At some point each of us have tried a product or service on advice from a friend, colleague, or family member. It’s human nature and how we as individuals are exposed to new experiences. This connection to human...
Proven Tips for Posting Content to Social Media

Proven Tips for Posting Content to Social Media

by Joel Cowdry | Sep 9, 2021 | Non-Traditional Marketing

Proven Tips for Posting Content to Social Media “What content should I post to my social media page?” This is a question many agents often ask and we’re taking the opportunity to answer it right here in our blog! We’ll begin by quickly explaining why we recommend...
Staying in Front of Clients Who Continue to Social Distance

Staying in Front of Clients Who Continue to Social Distance

by Joel Cowdry | Aug 26, 2021 | Traditional Marketing

Staying in Front of Clients Who Continue to Social Distance Heading into the busy Medicare selling season with the Coronavirus continuing to rear its ugly head, you’re bound to encounter clients still wanting to do business at a distance. Staying connected with these...
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Recent Posts

  • AEP Prep Checklist for Medicare Agents
  • How Independent Agents Can Make the Most of Third-Party Relations – Media Buying (3/3)
  • How Independent Agents Can Make the Most of Third-Party Relations – Web Developers (2/3)
  • How Independent Agents Can Make the Most of Third-Party Relations – Graphic Designers (1/3)
  • Client Retention: Quick Stats & Tips to Help Keep Your Renewals

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