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Best Medicare FMO for 2021

Best Medicare FMO for 2021

Best Medicare FMO for 2021
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In order to discuss what makes the best Medicare FMO for 2021, let’s talk about what an “FMO” actually is. FMO stands for Field Marketing Organization. FMOs are typically top of the hierarchy and can help facilitate many aspects of their downstream’s business. FMOs are typically nationwide with agents all across the country.

Agents have many choices amongst FMOs, so what differentiates a great FMO from an average one?

The best Medicare FMO needs Integrity

This might be one of the most important things when finding an FMO partner to work with. What this boils down to is, do they deliver on the promises they made you? All too often, agents are offered “free” leads, higher commissions, and all of the top technology available. What ends up happening is the agent contracts and the FMO never actually does anything they discussed with their new agent.

The best Medicare FMO for 2021 needs excellent support

Excellent support staff can separate your organization from every other. These are the people, typically behind the scenes, who are helping handle agent’s day-to-day operations, facilitating client issues, and overall, just taking time-consuming tasks off of the agents’ plate. 

The best Medicare FMO for 2021 needs to be able to communicate

How often do you see a prospective agent contract with a large FMO only to never hear from them again? This occurs an awful lot in our industry which can tend to put a false connotation that all FMOs are bad. 

Where does Pinnacle Financial Services come in?

Here at Pinnacle Financial Services, we pride ourselves on the key aspects mentioned above. Our integrity is unmatched amongst our peers. Basically, we do what we say we’re going to do and always keep our promises. Our back-office support is second to none. And lastly, our communication has been a key to our success since I started here almost 6 years ago. Our sales team is broken into teams so that you always have someone to talk to. Not to mention, our entire office has their contact information available online to always allow you to find who you were talking to (Feel free to check out our entire team here). If you are in the market for a fresh start or are new to the business, contract with Pinnacle Financial Services and you won’t regret it.

Need Medicare leads? Learn about our Per-Piece Lead Program.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Rob Valincius

Rob Valincius

National Director of Agent Training

x7701 | rvalincius@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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Connect4Insurance – Medicare Enrollment Platform

Connect4Insurance – Medicare Enrollment Platform

Connect4Insurance – Medicare Enrollment Platform
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At Pinnacle Financial Services, our team has seen unprecedented usage on our Connect4Insurance platform. Since being established 4 years ago, there’s been year over year growth in electronic adaptation with our agents. Obviously, COVID-19 (Coronavirus) has been an eye-opener for those that failed to be part of the early adopters of the e-app process. This has since forced agents to adapt to almost 100% remote enrollment software.

Connect4Medicare has been running on the Connecture platform since its inception. Over the past few months, we have been hearing a lot from agents about expanding to utilize the Sunfire platform. Some of the best business decisions you can make can come from your own distribution. So, we decided that we would listen to our agents and now also offer Connect4Insurance via the Sunfire platform as well! All of our current, and future, contracted agents will get FREE access to both of these platforms. So, what differentiates Sunfire from Connecture?

  • Doctor/hospital search during quote: Sunfire allows for agents to enter Primary Care Physicians (PCP) and/or hospital networks while quoting Medicare Advantage This allows agents to easily spot the plans with their client’s current doctors that are in-network.
  • Compare Current Plan: Within Sunfire’s drug lookup, there is a spot to add your client’s current Medicare plan. This can be especially beneficial as it can highlight the savings (or increases) switching to a different plan can have. Typically to get this done, you would need to add these to a side-by-side comparison.
  • Reporting: Agents have an area in Sunfire that will allow them to pull reporting of their enrollments within the platform. There is also an area to pull any communications as well. This is helpful for profiles that you may have started but didn’t finish the application process.

Pinnacle Financial Services is a full-service FMO that offers agents endless tools to succeed. Our top-notch technology can help take your business to the next level. So, what are you waiting for? Our tools are at no cost to you! We also offer back-office support, guaranteed lead programs, and a personalized marketing team.

Join us at the top!

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Rob Valincius

Rob Valincius

National Director of Agent Training

x7701 | rvalincius@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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What is SEO and How does it Work?

What is SEO and How does it Work?

What is SEO and How does it Work?
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SEO stands for “Search Engine Optimization”. Defined by moz.com, SEO is the practice of increasing the quantity and quality of traffic to your website through organic search engine results. With the COVID-19 (Coronavirus) pandemic, it has become increasingly more important to have an internet presence in any type of sales industry. Insurance agents have been hurt pretty badly, especially in the Medicare industry, due to the matter of which sales appointments have been handled by most states. Up until pretty recently, in-home appointments were unable to be conducted and carried penalties of losing your license should the agent be reported to the department of insurance.

Agents have had to adapt to a new way of life by utilizing online technologies, like online enrollment software and Zoom, to be able to have sales appointments and make sales remotely. So, how does SEO work, and how does it factor in bringing in new leads? I am sure most people have had to utilize search engines such as Google or Bing to find out an answer to a question. Well, what happens when the question is “Medicare agent near me?” The search engine you are using sends out what they call “crawlers” which go out and gather information about all of the content that can be found via the internet. They bring back the information in the form of 1’s and 0’s, (known as machine language) to the search engine to create an index. The index is then put through an algorithm, which is a proprietary computation for solving a problem or accomplishing some end result, that tries to match that data with your search query.

You may be wondering how Pinnacle Financial Services can help you navigate the nuances of SEO and help you gain leads organically. We offer a personalized URL that can be tied directly to you and allow you to enroll clients without ever lifting a finger. The cost of this tool is exactly $0.00 for all of our contracted and ready-to-sell agents. This is just one of the many online tools we offer here at Pinnacle to increase our online visibility in this ever-changing sales climate. The Annual Enrollment Period has technically begun so don’t hesitate and reach out to us right away!

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Rob Valincius

Rob Valincius

National Director of Agent Training

x7701 | rvalincius@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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What is SEO and How does it Work?

The Dos and Don’ts of Digital Marketing

The Dos and Don’ts of Digital Marketing
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Google. Social Media. SEO (Search Engine Optimization). These are just a few of the terms that fall within the “digital marketing” umbrella. What is digital marketing? Investopedia defines digital marketing as “The use of the internet, mobile devices, social media, search engines, and other channels to reach consumers.” The COVID-19 pandemic has changed the way salespeople have had to operate their business. Most companies have also adopted technology to allow more sales via the virtual atmosphere as well.

For those of you that have recently begun your marketing transition, especially if you are participating in the Medicare AEP (Annual Election Period) this year, there are some common do’s and don’ts to be cognizant of. Here are a few:

  • Invest in a website: It would shock you to find out that a lot of your competitors, especially in the Medicare sales field, do not have any web presence whatsoever. For years, these agents would go to their in-person sales appointments without ever needing any sort of searchable web persona. These times have come to pass. In today’s day and age, it is very cost-efficient to have a website built for you or for you to even develop it yourself. Find out here how Pinnacle Financial Services can help you create a Medicare compliant website for less than $20!
  • Don’t neglect social media: Social media platforms like Facebook, LinkedIn, and Google Business can be an essential marketing tool for your business. The major benefit of these tools is that they are all free to create and have large potential audiences for you to market to.
  • Do post relevant content: It is important to use your digital marketing to promote relevant information pertaining to your industry. In Medicare? Talk about the upcoming Medicare AEP. Selling life insurance? Post an article on why someone under 30 may need life insurance for their family. Blogs are a great way to post relevant content that is written by you while also utilizing keywords for SEO purposes.
  • Don’t give up: Digital marketing can be daunting for someone who has had to change their entire marketing strategy in a matter of months. The only way to get better is to continue to post content. Don’t be afraid to hire someone to help you if you can take that route. This type of marketing can be a gradual increase and take time to show results. Hang in there!

Pinnacle Financial Services is a national FMO (Field Marketing Organization) that specializes in the senior market. We are committed to helping you grow your business and be a partner in your success. We offer exclusive lead programs, top-notch technology, and the best back-office team in the industry. Don’t hesitate and contact our team today!

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Rob Valincius

Rob Valincius

National Director of Agent Training

x7701 | rvalincius@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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Google Business 101

Google Business 101

Google Business 101
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Let me paint a picture for you: You wake up one day and decide that you want to make a lasagna from scratch. The only issue is that you have no idea what you need or how to cook it. You pick up your smartphone or go to your computer, and you Google “Lasagna Recipes.” Well, I can tell you with certainty, your clientele is doing the same thing when they are looking for an insurance agent. This is why it is incredibly important to have a Google Business profile.

So, what is Google Business? It is a free and easy-to-use tool for businesses and organizations to manage their online presence across Google, which includes Search and Maps. This allows you to basically create a free business profile on one of the largest marketing platforms in the world. You are able to put your hours of operation, service areas, contact information, and the different product lines you offer. These are only a few things you can do with your profile. This all plays a part in getting your business out to potential clients via the internet, which is also can have a direct impact on your SEO (Search Engine Optimization). With COVID-19 (Coronavirus) still running rampant across the United States, it is incredibly important to have a digital footprint more than ever.

Pinnacle Financial Services is committed to helping you grow your business during these unprecedented times. As an “FMO (Field Marketing Organization)” or “NMO (National Marketing Organization)”, it is important for us to partner with you in every aspect of the business. Whether it is dedicated training from our national agent trainer (myself), personalized sales and marketing plans with our sales team, or some of the best technology in the business (Connect4Medicare), we have you covered. Our team of dedicated professionals will stop at nothing to help grow your book of business and take your sales to the next level.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Rob Valincius

Rob Valincius

National Director of Agent Training

x7701 | rvalincius@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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