THE BROKERAGE RESOURCE

  • Licensing & Contracting
    • Contracting Tools
    • Find Out More (FAQs)
  • Products & Carriers
    • Carrier Selection
    • Forms & Supplies
    • Incentives & Trips
  • Quoting & Technology
    • Medicare Center
    • Quoting Tools
    • Underwriting
  • Marketing & Leads
    • Brochures
    • Consumer Presentations
    • Email & Mailers
    • Leads & Prospecting
    • Logo Design
    • Marketing Program
    • Product Fact Sheets
    • Seminars & Webinars
    • Social Media
    • Websites >
      • Consumer Website Quoting Tool
  • Tools & Training
    • Education & Training
    • Referral Program
    • Secure File Upload
    • Tips of the Trade
    • Webinars
  • About & Contact
    • Contact
    • Meet the Team
    • News
    • Our Story
    • Testimonials
    • The Resource Blog
  • Licensing & Contracting
    • Contracting Tools
    • Find Out More (FAQs)
  • Products & Carriers
    • Carrier Selection
    • Forms & Supplies
    • Incentives & Trips
  • Quoting & Technology
    • Medicare Center
    • Quoting Tools
    • Underwriting
  • Marketing & Leads
    • Brochures
    • Consumer Presentations
    • Email & Mailers
    • Leads & Prospecting
    • Logo Design
    • Marketing Program
    • Product Fact Sheets
    • Seminars & Webinars
    • Social Media
    • Websites >
      • Consumer Website Quoting Tool
  • Tools & Training
    • Education & Training
    • Referral Program
    • Secure File Upload
    • Tips of the Trade
    • Webinars
  • About & Contact
    • Contact
    • Meet the Team
    • News
    • Our Story
    • Testimonials
    • The Resource Blog

the resource BLOG

Connect with us. 

Relationships that Work

10/24/2014

0 Comments

 


I just left an hour+ meeting with the Regional Vice President of a large insurance company. Boring, you may think. Nope, you’d be wrong. It was anything but boring. This gentleman has been in the insurance industry for 20 years and he just knew how to relate to people. All people. All six of us in the conference room. One woman was 50, one gentleman was 71, another was 50, two guys were 32, and me (I’m 46 ).

How not to be boring.

Meetings in a board room can be long, full of metrics and numbers, culminating with endless industry jargon that flies around the room like meaningless banter. Not this meeting. Yes, there were facts and figures spouted off, and how we are striving to bump our numbers up. But it was also a meeting that involved everyone. Everyone had a chance to speak up, to ask questions, to give their opinion and to be heard. How often does that happen? I suppose often enough, but many times we tend to listen and not speak up, for fear of not being understood.

How did he relate to each of us?

His ability to tell stories. That’s how. He had the uncanny ability to relate to each of us by sharing a story. One woman related to him because she’d met him before at a conference. One guy related to him because he’s a fly fisherman from Montana. I related to him because he carried two phones (an iPhone and a Samsung) and likes technology . My boss related to him because he’s been in the insurance industry for many, many years.

How do we become understood?

We relate to people on a personal level. A familiar level. Through personal experiences. This Regional Vice President lives in Florida. He had fabulous stories about sunny, private beaches and catching sailfish and showing us pictures, and $15 lobster specials at his local pub. Who can’t relate to a fishing story on some level? He was a master storyteller. One that parlayed his personal experiences into his job responsibilities. He connected with each of us on some personal level. And in turn what happened? We each contributed. We each spoke up and shared our views, our concerns and our questions. He understood each of us.

It’s magic when that happens.


By Carolyn Portanova
0 Comments

Save a Tree

10/21/2014

0 Comments

 
Picture

Save a tree.

Complete and submit your Medicare Supplement apps electronically with our carriers.

Quick issue times | No outdated forms | Commissions paid faster | Online assistance available | Easy to use | Track your progress | Submit anywhere/anytime


Find out more.

By Carolyn Portanova
0 Comments

Don't Miss the Boat

10/15/2014

0 Comments

 
Picture
Annual Enrollment Period October 15th - February 14th

By Carolyn Portanova
0 Comments

    RSS Feed

    Author

    Carolyn Portanova is the Director of Marketing at The Brokerage Resource and has been with the firm since 2012. 

    She oversees all marketing and communications for the organization and works closely with the firm's independent agents and advisors to help them promote their own brands.

    Picture

    Archives

    March 2023
    December 2022
    October 2022
    September 2022
    August 2022
    April 2022
    December 2021
    November 2021
    August 2021
    May 2021
    March 2021
    February 2021
    January 2021
    December 2020
    July 2020
    April 2020
    February 2020
    October 2019
    August 2019
    June 2019
    May 2019
    March 2019
    February 2019
    January 2019
    September 2018
    February 2018
    January 2018
    October 2017
    September 2017
    April 2017
    March 2017
    December 2016
    November 2016
    September 2016
    August 2016
    June 2016
    April 2016
    March 2016
    January 2016
    December 2015
    November 2015
    October 2015
    June 2015
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    November 2014
    October 2014
    September 2014
    June 2014
    May 2014

Connect

800.928.4998
919.489.3600
​919.419.0401 (fax)

info@tbrins.com

​
1480 Chapel Ridge Road
Suite 200
​Apex, NC 27502

Products

​Ancillary
​Critical Illness
Dental, Vision & Hearing
Hybrid Life & LTC
Life & Annuities
​
Long-term Care
​Medicare

Resources

Contact Us
Contracting
Directions
​FAQs
​Privacy Polic
y
​Terms of Service
Medicare Advantage & Prescription Drug Plans:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
The Brokerage Resource, LLC. © 2023