We have an Annual Training series for Life & Health Insurance Agents to help you get prepared for an amazing year! This is a recap of Part 3: Advanced Strategies for Building Your Insurance Business.
Watch the full training and get the resources here.
Technology & Tools
Integrity.com
Statistics show that agents are submitting 79% more applications utilizing Integrity's technology platform!
Integrity.com is a powerful, easy-to-use system built to help you serve clients better and take control of your workflow. This platform brings together the most important agent activities in one place, helping to deliver better outcomes.
This platform has features like call recording, simplified client management, and email & SMS capabilities. Best of all, there is built-in compliance — following all CMS guidelines, including for SOA tracking and call recording.
EldercareBroker.com
With the Eldercare Broker agent portal, you can see all the carrier contracts you have with us, as well as all of your production with us. If you have downlines, you can see their carrier contracts and production with us.
If you qualify, you can get free turning 65 data! We also have a section for AEP with carrier sneak peeks. Additionally, you can order supplies and view our custom marketing material catalog.
Want to see what else EldercareBroker.com has to offer? Schedule a meeting with one of our marketers here!
Digital Marketing
Eldercare has two digital marketers who are here to help you grow your online and offline presence through marketing materials, social media, and more!
They can create custom marketing materials for you and help you come up with a content marketing strategy that works for your business.
Learn more about how they can help and schedule a Digital Marketing meeting here!
Building Residual Income
You do a lot of work getting ready to sell, don't lose out on the back end! We have resources and technology to help simplify client retention.
Integrity.com has a feature where you can set reminders for cross-sell follow ups. It also has a way for you to automatically send happy birthday emails to your clients. Handwritten cards are another great way to stay in touch with your clients and let them know you care.
We have a resource to help you do a 3, 30, 60, and 90-day follow up after your client meetings. You can also stay in touch with your clients through regular benefit guidance, so they know they can come to you when they have questions about their insurance.
Resources to Prepare
We have some resources to help you apply these advanced strategies for growing your business! You can download the materials and watch the full training here!