Library

LIBRARY

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Below you will find a selection of eBooks, whitepapers, and other resources created for agents and agencies to grow and expand their business!

RESOURCES

8-Step Selling Process

2022 Medicare & You Walkthrough

Medicare Cost & Clients

Better Leads Bootcamp

Client Retention Whitepaper

COBRA Cheat Sheet

Cost Per Acquisition

Creating a Marketing Plan

Cross Selling: Creating a Backstory

Cross-Selling Cancer Plans

Cross-Selling DVH

Cross-Selling Final Expense

Cross-Selling Home Health Care

Cross-Selling Hospital Indemnity

Emailing Old Leads

Hosting Rockstar Seminars e-Book

Insurance Terms

Medicare Advantage vs Medicare Supplements

Medicare Supplement Birthday Rule Cheat Sheet

Medicare Cafe: $0 Marketing Ideas

Medicare Cafe: Lead Processes

Medicare Cafe: 10-Minute Planning Method

Medicare Cafe: Business Side of a New Agent

medicare cafe icon_white

Medicare Cafe: Facebook Overview

Medicare Cafe: OEP Quick Reference

Medicare Cafe: NPS Referrals

Medicare Cafe: Medicare Overview 

e-Book

Overcoming Objections Review

e-Book

Professional Networking Whitepaper

Referral NPS

SWOT Analysis for Insurance Agents

Top 4 Compliance Violations During AEP

Turning Leads into Appointments

Your Own Medicare Show