Tag Archives: tips

SAP 103: ? Screenshare for Insurance Sales? Watch this FIRST! ? | Insurance Telesales | Zoom | Gotowebinar

Some insurance marketing organizations that are completely new to phone sales, thrust into its interest finally due to the Corona Virus, are suggesting that agents use online tools like ZOOM, Gotowebinar, and WebEx for video conferencing with clients.

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Because they do not know what the criteria should be in a tool that you use for financial transactions online. For teaching an elementary school class? Maybe. For financial transactions that can involve personal information?

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Not recommended: Zoom, GotoWebinar, Webex.

See what we recommend, here:


As always, for helpful agent information, visit MedicareAgentTraining.com.

Listen below or watch here.


SAP 101: Starting the Sales Call | Selling By Phone | Insurance Telesales

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I shot this immediately upon arriving home from a mastermind training from the top insurance agents in the country that sell exclusively by telephone. Here are some great tips!

As always, for helpful agent information, visit MedicareAgentTraining.com. Listen below or watch here.


SAP 026: Medicare Supplement Marketing Tips from the Fair

At the Coastal Carolina Fair in Charleston, SC, I saw some very interesting similarities between the marketing tactics employed by the fair and those used by some insurance agents in the Medicare Supplement market.

Captive agents think that, somehow, every person can fit within their plans. This is often like fitting a square peg into a round hole. It is not always a good idea to attempt it!

Independent Medicare agents find the best solution in any local market and provide full transparency in the process. This allows the senior client to trust that they not only have the BEST available plan in their market, but they also know that this agent can continue to shop the market in the future, if their rate increases get out of the norm with their chosen carrier.

For helpful agent information, visit MedicareAgentTraining.com

Listen below or watch here!


Success or Failure is a Choice

SAP 004: What makes an agent successful?

What is the difference between a successful agent and a failure in this business?

The answer: A decision.

More help on prospecting can be found at MedicareAgentTraining.com

If you have planned well and set good goals, you can have confidence that you know where you want and need to go. If you have done what you need to do to prepare yourself to win, you do not have to worry. You will have no justification to worry about failure. You can expect to win! Good action today will produce good living tomorrow ~ Zig Ziglar