Resources for new Medicare agents
Consider joining an experienced upline/FMO
Agents who contract with an experienced upline/FMO have a much easier time getting up and running. A good FMO provides invaluable resources for new Medicare agents such as contracting, training, tools and guidance they need to be successful in the Medicare field.
Click here to watch a YouTube video on what Crowe has to offer.
Training
One of the most important tools a good FMO provides is training. Agents not only need to learn the ins and outs of Medicare and how each plan works but they also need to understand the rules and guidelines put in place by CMS and the insurance carriers. On top of that, they need to know where to get leads and how to make a sale once they have the leads. As you can see there is a lot of things an agent needs to know before they have a successful Medicare sales business.
Crowe provides our agents multiple ways to get the knowledge they need to succeed including webinars, zoom meetings, in-person training events, one-on-one phone calls with our sales directors, back-office staff or Ed Crowe. If this is something you would like, we can partner new agents with an experienced agent who can provide guidance.
Learn more about Medicare agent training opportunities.
Visit our events and information page and stay up to date on our upcoming webinars and zoom meetings.
E&O Insurance
Before you contract with the carriers or make a sale, you need to have E& O insurance in place. E&O protects you in the event you make a mistake in the sale of an insurance product that costs your client a lot of money. Click here to learn about our discounted E& O Coverage options.
Build an Online Presence
These days everyone is online, that is why it is important to create an online presence. Once you do, clients can find you easily and see what you have to offer. An online presence also helps build brand recognition which lends itself to credibility. There are several ways to do online marketing including, building a website. Because Crowe and Associates is part of Pinnacle Financial services, our agents have access to their design team who provide free website design help, logo creation, digital marketing or help creating mailers.
there are other ways to create a solid online presence including through a Facebook page, LinkedIn or YouTube just to name a few.
Click here to learn how to create a Facebook business page.
As we mentioned above, the best way to build an online presence is through a website. Adding a blog to your website is a great way to present helpful tips and information.
Click here to learn how to create a blog.
Quoting and Enrollment
Once you have a good idea of all the rules, regulations and plan details, you will need a quoting and enrollment site you can use to enter each client’s information and show them comparisons of the top plans that fit their needs and budget. Crowe and Associates provides our agents with free quoting and enrollment tools.
Make sure you fill the application out correctly
We provide the technology that makes quick and accurate comparisons easy. Our quote engines, Sunfire & Connecture provide agents with a built in CRM to store the client’s information including name, address, birthdate, Medicare ID, Medications. pharmacies and doctors. The CRM makes running a quote quick and easy once you ensure the client’s information is up to date. Our quote engines also provide agents a PURL (quoting and enrollment link) you can add to your website so clients can run their own quotes and even enroll if they want.
Watch a YouTube video – how to use Sunfire
See how to use Connecture to quote and enroll
Call Recording Rules
All agents need to be aware when CMS’ implements a rule. You need to be aware of the CMS call recording rule. This rule requires agents to record all sales, marketing, and phone enrollment calls.
Learn the rules for collecting a scope of appointment
Find out about the Medicare sales event guidelines
Both Connecture and Sunfire have call recording capabilities that keep our agents compliant.
Take a look at the 2024 Medicare advantage commissions.
If you are already contracted with Crowe and want to add a carrier, click here
How to find leads
Watch a quick video on ways to generate Medicare leads
Now that you are contracted and ready to sell, you might need some leads so you can start selling. You can use some of the online lead sources we mentioned in previous paragraphs, but there are many more ways to get Medicare leads.
Click here to learn how to get Medicare referrals
There are numerous companies that offer all different types of leads such as live transfers or mailers. Whatever lead sources you choose make sure the leads are CMS compliant.