Here at Pinnacle Financial Services Medicare Sales Training paired with all the tools and free technology we have for our agent including the client-facing proprietary online enrollment tool, Connect4Medicare has made all the difference for agents. We have been able to see continual sales growth throughout this time. During this onboarding and training process, we have been developing a set strategy that has been working to get new agents contracted and submitting business within a month.

The first step is training. Here at Pinnacle, we have training webinars twice a day 5 days a week. We also offer 1 on 1 training on webcam, screen share, PowerPoint slides and not to mention we have a full-time National Training Specialist. You may have listened to his webinar where he discusses creating a Medicare compliant website for less than $20. We will walk you through some mock sales, prospective sales, and get you used to our different quoting and enrollment platforms. With these platforms, you can create profiles for your clients using their personal info such as prescribed medication, preferred pharmacy, and doctor networks. You will be able to see estimated annual health costs, exact medication co-pays for the year, not to mention showing if they can save money by receiving meds through the mail. This includes the electronic scope of appointments and sending quotes and enrollment links by text or email.

The next step is getting the first sale. No matter if you are a property and casualty, life and annuity, or even home and auto insurance agency the first thing we always recommend is cross-selling to your current book of business. When we discuss personal branding and one of the biggest steps is first creating a relationship or common bond. If you have already sold a client a plan then you have already completed this step. Not to mention the more policies you have in a household the higher your client retention. On average about 3 policies get you above 90% retention.   

After cross-selling to your current book of business, the next step of the process would be to start marketing yourself as a Medicare Agent/Agency utilizing outbound vs inbound marketing. This can have many different faces such as adding Medicare information on your webpage, to your email signature, blogging, dropping Medicare mailers, radio ads, and other marketing strategies. Click the link above to view a recent webinar done on the different forms of marketing. From here this is how you grow as an agency and continue to grow your presence in the senior market. Pinnacle Financial Services provides you with the tools and the training to grow your business as a valued partner.