I started as a Medicare agent doing what most agents were doing at the time. I had a notepad that I kept for all of my client notes and I had tons of banker boxes full of paper applications. The problem was that as I got more and more clients I couldn’t remember the clients information even their plan. This made me go through boxes upon boxes of applications to try to find their application. There had to be a better way.
I thought to create a secured excel spreadsheet that I would put all of my clients details that I might need. Creating the Excel list helped me implement annual AEP letters and birthday cards which took me nearly a week for the AEP letters and about 1 to 2 days for the birthday cards per month. I also started to gather client’s emails and started creating email newsletters to keep up with my clients which took me at least 1 week per month. I think I spent more time than most creating those.
The referrals from those efforts were I would say modest because I admit there were times that I didn’t get a couple months of birthday cards or email newsletters out. About this time, I spoke with a person I knew from school who said “Why don’t you try to automate some of these things? It will probably save you a ton of time and make you more referrals.”
This started the journey to finding a way to automate the process at the least cost. I now get HUNDREDS of referrals per year, I have a retention rate of 94%, and I get to spend most of my day with my kids while working about 3 hours a day.
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CA Medicare Agent
I moved to Smile Insurance Group because they make automation easy and it has greatly improved my business
Medicare Specialist
Automation has saved me a lot of time. Now I can spend more time prospecting more leads!
AZ Medicare Agent
I would not become a Medicare agent without all of the automation for the client journey!
Medicare Agent
I can finally take a vacation thanks to the customer service and automation provided by Smile Insurance Group and their partners
This is for all Medicare agents. It doesn’t matter whether you are brand new or a seasoned agent.
The steps and guides are proven in the field with me and our agents. I am confident it will work for you!
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