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Agent AInsurance Agent A has a steady stream of Medicare Supplement business, but he's not selling any other insurance products. This is a huge missed opportunity, and we can help him get contracted with additional carriers and offer new solutions. By looking into his client base, we can help him unearth opportunities to offer solutions that will grow his bottom line and give his clients peace of mind. At the end of the day, logging into his carrier portals to check the status of pending apps is a best practice and one that will help him stay on top of his business. |
Agent BInsurance Agent B produces a steady stream of life policies, but her Medicare Supplement business is floundering. She's contracted with all of our major carriers, but may need help offering Med Supp products to her clients. It could be a mindset that she's just used to selling life products. When we look closely at her clients we can also uncover why certain policies were declined, and we can help her effectively submit business by doing so online, thus ensuring her applications are in good standing. |
