medicare clients Archives - Financial Grade

Licensed Medicare insurance agents can benefit from active Medicare client profiling best practices.

Building a Medicare Client Profile for Customized Coverage

Tagsmedicare agent training, medicare clients

Comments0

Understanding the benefits of Medicare client profiling is pivotal in the world of Medicare insurance sales. It’s not just about gathering...

2023 Changes in Medicare Insurance: What Agents Need to Know

Tagsmedicare clients

Comments0

As a Medicare insurance agent, you need to be there for your clients. Seniors are dealing with the logistical stress of navigating...

How Do I Record Medicare Calls?

Tagshow to communicate with senior clients, medicare clients, rules

Comments0

During the last few years, much has changed in Medicare insurance agent-client relations. Specifically, you’ve most likely gone from in-person consultations to...

Should You Recommend Medicare Short-Term Care Plans to Your Clients?

TagsClient Retention, medicare clients, medicare short-term care plans

Comments0

As agents, we’re always trying to match the right plan with the right client. Normally, these are Medicare or Advantage Plans. But...

6 Tips to Avoid Rapid Disenrollment & Keep Your Clients

TagsAEP, Client Retention, medicare clients, rapid disenrollment

Comments0

The Annual Enrollment Period (AEP) kicks off Friday, October 15th, 2021, and this can be a busy time for agents and seniors...

Ignoring OTC Benefits? You Could Be Missing Out on Sales

Tagsmarketing, medicare clients, otc benefits

Comments0

Are you using all the sales tools you have? You may think you are, but what about the unique benefits in the...

Can You Combine Medicare and Tricare?

Tagscombine medicare and tricare, medicare clients, military veterans, tricare

Comments0

As most Medicare insurance professionals know, learning and understanding the complex health coverage system is no small feat. There are countless rules,...