All our fellow Medicare Agent veterans know the time, effort and energy that goes into finding the best plan for your clients is no small feat – and that’s just one piece of the puzzle. The client communication and relation management are more layers to our businesses, and of course the need for updated business insights... View Article
You’re excited because the new financial advisor you met with last week just referred his first client to you. He liked the idea of having a trusted advisor to refer his Medicare clients to. Your initial conversation with the prospect went well and you sent them your client intake form. The completed form arrives about... View Article
It started with sleepless nights and my creative spirit on how I could optimize and automate my Medicare business. I wanted to extend my passion further into becoming an entrepreneur while helping other agents more efficiently manage their time. Fast forward thousands of hours across developing the business model, strategic planning, human-centered design, application development,... View Article