The Medicare Agent Podcast

In this week’s episode we interview Carol McClure from Seattle Washington. Carol started selling Medicare 6 years ago after building up a massive under 65 book of business and becoming a dedicated partner for Washington’s ACA exchange. She speaks about how she went from reactive to proactive when it came to Medicare, the pros and cons of having a physical storefront, and how she manages her time and scales the business as it’s grown so quickly. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and how they get new clients for their medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Guest BIO: Carol McClure is a Medicare agent based in Seattle, Washington. She has over 550 Medicare clients and a huge under 65 book of business. McClure started her career as a special education teacher before working for large insurance companies and eventually starting her own agency. She became passionate about promoting the Affordable Care Act during her involvement in the Obama campaign. McClure has successfully transitioned from reactive to proactive selling and has built awareness among her existing clients. She also emphasizes the benefits of having a physical storefront for insurance agents, such as increased visibility and the ability to meet clients in person. Despite the challenges of managing a large book of business, Carol is proud of her ability to simplify Medicare for her clients. Host Bio: Sarah is the co-founder and CEO of FairStreet, a startup powering top independent Medicare insurance agents. FairStreet’s all-in-one platform enables agents to grow efficiently by streamlining the process of enrolling clients into Medicare and supercharging how agents interact with their clients year-round. Before FairStreet, Sarah led technology teams at Square and Stride Health. Sarah completed her undergrad and MBA at Stanford University. Timestamps with key takeaways: [00:07:22] Starting with under 65 and adding in Medicare. [00:09:02] How to stay organized at scale. [00:16:08] Pros and cons of a physical storefront. [00:18:29] The value of in person appointments. [00:22:43] How clients find Carol. Entities mentioned: Medicare, Seattle, ACA, Washington Health Plan Finder, health insurance, Medicare CRM, Calendly, Medicare agent, under 65 insurance.

In this episode we hear from Tammy Cravotta about how she leveraged her background in home health to build Medicare relationships with assisted living facilities and grow her business to 1,000 clients and 10 downline agents. Tammy shares why she started her own agency and why she eventually made the decision to bring on downline agents. She also shares about how she preps for AEP (hint: it’s a year-round process!). Sarah and Tammy talk about the ongoing nature of AEP preparations and the importance of following CMS guidelines and rules. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and how they get new clients for their medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Guest BIO: Tammy Cravotta is a Medicare agent from Tampa, Florida. She has been in the insurance industry since 2014 and primarily works with Medicare insurance, but also has some ACA clients and small groups. Tammy has a downline of 10 agents and a book of business with 1,000 clients. She is known for her expertise in helping seniors in assisted living and individuals coming out of rehab. Tammy emphasizes the importance of being unafraid to try and learn, having a supportive network, and being careful with who you bring into your fold. She is also passionate about compliance and training new agents in the Medicare business. Host Bio: Sarah is the co-founder and CEO of FairStreet, a startup powering top independent Medicare insurance agents. FairStreet’s all-in-one platform enables agents to grow efficiently by streamlining the process of enrolling clients into Medicare and supercharging how agents interact with their clients year-round. Before FairStreet, Sarah led technology teams across insuretech and healthcare companies, including at Square and Stride Health. Sarah completed her undergrad and MBA at Stanford University. Timestamps with key takeaways: [03:58] Career change into insurance [07:38] Building relationships with assisted living facilities [11:15] Starting your own agency [16:41] AEP prep and communication strategy [20:40] 2024 Final Rule [23:58] Recruiting a downline agency [00:25:49] How to train new agents Entities mentioned: Medicare, agency, clients, downline agents, assisted living, small group insurance, Medicare, employees, downline agents, marketing, insurance agents, relationships, Medicare compliance Quotes: "No one woke up one morning and said, I want to be an insurance agent." (00:02:29-00:04:43) "AEP prep really does begin in January for a lot of agencies…But it's a continuous process as opposed to a defined sprint." (00:18:08-00:20:35) "I think just to believe enough in yourself to do something greater than what you ever thought possible. That is that is it's remarkable, really." (00:13:43-00:16:10) "The buildings themselves don't like insurance agents because most insurance agencies want to put them on a Medicare Advantage plan that doesn't work with their building." (00:06:51-00:09:08) "I got to a point in my former FMO that I wanted to do more, but I sort of didn't fit in the mold that they were looking for. And I thought, well, I'll just go make my own mold." (00:09:00-00:11:21)

In this episode of the Medicare Agent Podcast, host Sarah Jacobson interviews Helaine Fingold, an attorney at Epstein Becker Green who spent nearly a decade working on Medicare regulation at CMS. Fingold specializes in Medicare Advantage and Part D, with a focus on marketing, agent broker oversight, compensation, and compliance. The conversation centers around the 2024 Final Rule, which introduces even more marketing regulation, and its impact on independent Medicare agents. Fingold provides historical context on CMS's approach to regulating Medicare marketing and their authority over independent agents. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and how they get new clients for their medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Guest BIO: Helaine Fingold is an attorney from Epstein Becker Green with nearly a decade of experience in Medicare regulation from her time at CMS. She is an expert in Medicare marketing regulation and has insights on the 2024 final rule and what it means for independent Medicare agents. Timestamps with key takeaways: [00:05:13] Evolution of Medicare marketing [00:13:00] Medicare marketing under scrutiny [00:19:02] How plans enforce CMS guidance [00:23:04] Lead generation concerns in industry [00:28:24] TPMO disclaimer [00:36:21] 48 hour SOA rule Entities mentioned: Medicare regulation, 2024 final rule, marketing regulation, independent Medicare agents, compliance.,MA, ACA programs, Medicare marketing, independent agents, CMS,plan, contracts, downstream vendors, compliance, star ratings,Medicare, marketing, scrutiny, compliance, oversight.,private fee for service plans, Medicare Advantage

Sarah Jacobson interviews Alexandra Eidenberg from The Insurance People in Chicago. Alexandra talks about her agency's growth, her focus on design and education, and how she runs a tight process so that she can focus on selling instead of administrative work. Alexandra breaks down how and what she delegates to her assistant, so she can scale her own time and focus on what she’s best at. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and co-founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful Medicare businesses and how they get new clients for their Medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Guest Bio Alexandra Eidenberg is the owner of The Insurance People agency in Chicago. She has a background in sales and previously worked in retail at companies like Gap Inc and Victoria's Secret. She also has a degree in nonprofit management and originally wanted to run a nonprofit before getting into insurance. Alexandra has sold Medicare for five years. She prioritizes good design and operates her agency with admin Aly. Some of her key points include dividing responsibilities for efficiency, personalizing for clients, staying the course with Part D, and focusing on her core genius while outsourcing the rest. Timestamps with key takeaways: 03:52 Grow your agency with Medicare. 13:59 How to delegate in order to scale. 14:11 How good design became a superpower. 23:29 Pros and cons of supporting Part D. 28:05 Focus on core genius, outsource rest. Entities mentioned: Medicare, agency, design, AEP, insurance agency, Medicare, growth, employees, sales, referral, turning 65, Medicare, original Medicare, recorded line

In this episode of the Medicare Agent Podcast, host Sarah Jacobson interviews Erica Selvaggio Ferrari, an expert in Medicare insurance from Southern California. Erica discusses her transition from selling group health insurance to focus on Medicare, shares some heart-warming stories of her clients, and talks about her experience with doing grocery store kiosks as a way of finding new clients. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and how they get new clients for their medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Guest BIO: Erica Selvaggio Ferrari is the President of Selvaggio Insurance Services, LLC, based in Huntington Beach, California. She has 18 years of experience in the insurance business and specializes in employee benefit plans, Medicare enrollment strategies, long-term care plans, disability, and life insurance. Erica started her career as an account manager with the Centennial Group for employee benefit plans and became a top producer for the firm. She later opened her own insurance agency in 2005. Erica holds a degree in Business/HR from the University of the Pacific - Eberhardt School of Business and is a Certified Covered California Agent. Timestamps with key takeaways: [00:04:36] Why certify with all the Medicare plans in your region [00:10:57] Trying out grocery store kiosks for marketing. [00:19:04] Medicare and Catastrophic Events. [00:22:40] Scaling Personal Touch. Quotes 00:05:16 - "Choice is a really, really big advantage that independent agents have instead of having your client call the carrier." 00:12:19 - "Yes. And you would think like the grocery store, do people really do their Medicare there? But, you know, I was very fortunate and worked out great." 00:19:08 - "It’s not often sufficient to cover the cost of something catastrophic like a stroke." Entities mentioned: Medicare Agent Podcast, Sarah Jacobson, Erika Salvaggio-Ferrari, Southern California, Medicare, group health insurance, client stories, grocery store kiosks, AAP, Fairstreet, CRM, FMO Synopsis: In this episode, Erica Selvaggio Ferrari discusses how to make the most of in-person events for Medicare. She talks about the importance of being present and engaged during face-to-face meetings, such as putting away your laptop and avoiding the temptation to multitask. The guest also emphasizes the importance of personal touch in building strong relationships with clients, but also acknowledges the need to be efficient with time. To strike a balance, Erica suggests sending personal emails or letters in advance to let clients know about upcoming meetings and being specific in the communication. Overall, the episode highlights the importance of being present and engaged when meeting clients face to face, as it can make a big difference in building strong relationships with clients. In addition, Erica discusses the importance of balancing personal touch and efficiency in growing a business while maintaining relationships with clients. She acknowledges that meeting clients face to face is important for building personal relationships, but it can be time-consuming and inefficient. She mentions that COVID has brought in a lot of changes, and many people have started using Zoom for meetings, which has helped in being more efficient. However, she also mentions that some clients miss the personal touch that comes with in-person meetings. Lastly, Erica discusses how a significant portion of her Medicare clients come from client referrals and group health referrals. She explains that as her group health...

Mark Brownstein tells the story of how he built Emerald Medicare over the past 7 years. Mark shares how he invests in local marketing, including radio, referral partnerships, and local events, to “own his zip code” and build a thriving Medicare business. Mark talks about how he streamlined his workflows and scaled his business to 1,500 clients as the only licensed agent. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful Medicare businesses and how they get new clients for their medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Guest Bio: The guest, Mark Brownstein, is the owner of Emerald Medicare and has managed to acquire 300 new clients every year. He is the only licensed Medicare agent in his business and shares his expertise on local marketing, scaling the business, and maintaining his 1,500 client book business. Key points about his background and experience include growing his business through local marketing, knowing his audience and market, staying organized to succeed, providing trustworthy Medicare guidance, investing in marketing, and finding the right team. Timestamps with key takeaways: [00:06:00] What it means to own your zip code [00:11:10] Streamline the process in order to scale [00:18:15] Focus on client education [00:22:50] Breaking down the cost of a lead in Medicare [00:25:57] Marketing to financial planners and clinics Entities mentioned: Medicare, Asian podcast, Sarah Jacobson, Mark Brownstein, Emerald Medicare, New York, Fairstreet, CRM, FMO, Medicare agents, thefairstreet.com, clients, marketing, challenges, opportunities, New Jersey, Connecticut, financial planners, conflict, independent, long-term care, life insurance, final expense, niche, book of business, MedAdvantage, MediCap

In this episode of the Medicare Agent Podcast, host Sarah Jacobson interviews Nate Rubenstein, founder of Midwest Medicare Advisors. Nate shares his experience of launching his business three years ago and explains the value of networking over marketing. He provides valuable insights into how he advises clients when they have to choose between their employer's coverage and Medicare, and his take on Medicare Advantage versus Medicare Supplement Insurance Plans. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful Medicare businesses and how they get new clients for their Medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Guest Bio: The guest on this episode of the Medicare Agent Podcast is Nate Rubenstein, the founder of Midwest Medicare Advisors based in Evanston, Illinois. Nate launched his business three years ago and has since built a successful agency by investing in networking over marketing. He counsels clients on the decision between staying on their employer coverage versus going on Medicare and shares his thoughts on Medicare Advantage versus Medicare Supplement Insurance Plans. What’s top of mind for Nate these days? He’s now reaching capacity service-wise and considering when to hire someone to help with the growing demand. Timestamps of key takeaways: [00:03:13] Starting a Medicare agency. [00:06:22] Learning the business while learning the enrollment process. [00:10:55] How to get your first clients. [00:12:27] Growing your business through partnerships. [00:17:38] Medicare vs. Employer Insurance. [00:24:53] Medicare Advantage vs Supplement. Entities mentioned: Medicare Agent Podcast, Sarah Jacobson, Nate Rubenstein, Midwest Medicare Advisors, Evanston, Illinois, Medicare agency, networking, marketing, employer coverage, Medicare Advantage, Medicare Supplement Insurance Plans, FairStreet

On this episode of the Medicare Agent Podcast, host Sarah Jacobson interviews Pam Stout from Springdale, Arkansas, about her Medicare agency, Redline Health. Pam shares insights on how she built her agency and brought on other agents, her use of automation tools like Calendly to streamline her business, and her approach to building relationships with HR professionals. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful Medicare businesses and how they get new clients for their Medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Key takeaways and timestamps: [00:04:05] Unlocking the Full Potential of Insurance Sales: Tips and Tricks for Selling Multiple Types of Insurance [00:10:03] Growing Your Medicare Business with Digital Marketing: Innovative Strategies to Try Today [00:14:35] Streamlining Your Business with Automations and Processes: Simplify Your Workflow and Boost Your Productivity [00:16:50] Mastering Your Schedule with Calendly: The Ultimate Tool for Effortless Scheduling and Time Management [00:28:13] "Navigating the Complexities of Medicare: Empowering Employers with the Knowledge to Make Informed Decisions" Entities mentioned: Medicare Agent Podcast, Sarah Jacobson, Pam Stout, Redline Health, Springdale, Arkansas, automations, Calendly, HR professionals, FairStreet, CRM, FMO, Medicare agents, prescriptions, quote, enroll, custom intake forms, call recording

In this episode of the Medicare Agent Podcast, host Sarah Jacobson speaks with mother-daughter duo Nancy and Jessie from Medicaregiving in Chicago. They discuss the ins and outs of running a family business, streamlining their process, and focusing on education and personal touch to achieve a near-perfect retention rate. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful Medicare businesses and how they get new clients for their Medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Key points and time stamps: [00:07:15] Why education matters [00:09:00] Streamlining processes during AEP [00:12:48] Family business advice [00:22:13] Quarterly Newsletter and Personal Touches [00:25:11] Streamlining prescription information collection Quotes from this episode: "I would say the thing I'm most proud of is that our business is built on educating our customers and helping guide them through the maze of the Medicare process." - 00:07:15 "Those people refer their customers to us because they're going, a lot of them are retiring and they're dealing with that level of expertise, but constantly bring up Medicare and how confusing it is." - 00:15:06 "Those personal touches, I think, just keep us fresh on their mind throughout the year." - 00:23:22 "Creating videos that go over some of our most commonly asked questions so that we can, you know, if somebody comes back to us, we haven't talked to them in a few months, we can send them a quick refresher of our conversation, the big points." - 00:27:02 Entities mentioned: Medicare Agent Podcast, Sarah Jacobson, Medicare Giving, Fairstreet, Medicare CRM, FMO, Medicare, AEP, Medicare Supplement, PDP, Medicare Advantage

Caroline Hou, who leads agent success at Fairstreet, talks about carrier co-op and how agents can get free funds from carriers to spend on marketing activities. Caroline provides a step-by-step guide for how to get in touch with carrier reps to make the ask. Carrier co-op is an opportunity for agents to get free money to grow their business, and even though AEP may seem far away, it's the right time to begin the conversation. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful Medicare businesses and how they get new clients for their Medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Timestamps of key points: [00:03:33] What is carrier co-op [00:04:10] How to use co-op funds [00:08:18] How much you may qualify for [00:12:51] Co-op application timeline [00:17:12] Writing a good business plan Interesting Quotes "Agents did an average of 70 new enrollments during AEP, which means that they likely qualified for more than $7,000 in Co-op just for AEP. $7,000 in Co-op. That's a lot of money that not that many agents know about or are taking advantage of." - 00:03:33 "I think the first and most important thing is that you will be able to get your foot in the door with a carrier if you've sold a couple of their plans." - 00:08:18 "AEP is by far when the most funds are available and also probably one of the most competitive times to get Co-op." - 00:11:43 If you can actually call on previous conversion rates, like the number of calls you've gotten from mailers, then that can also be a lot of great supporting evidence that will strengthen your business plan." - 00:17:49-00:17:56 Entities referenced: Medicare Agent Podcast, Sarah Jacobson, Caroline HoUe, Fairstreet, Carrier Co-op, AEP, CRM, FMO, prescriptions, quote, enroll, call recording, agents, insurance carriers, NMOs, downlines, cash, incentives, Medicare related marketing activity, 2023 AEP benchmark survey

In this episode of the Medicare Agent podcast, host Sarah Jacobson interviews Andy Lehmann from TrueNorth. Andy explains how he manages to service over 2,000 Medicare clients during the Annual Enrollment Period (AEP) and uses technology to become more efficient. He also discusses how he turned the call recording requirement into an advantage by getting a telephonic scope of appointment on every call. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful Medicare businesses and how they get new clients for their Medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Timestamps and keypoints: [00:06:47] Tech literacy in the Medicare-aged population [00:10:52] Insurance business expansion [00:14:07] Managing high-volume clients [00:20:07] Adapting to Change in Industry [00:24:11] Medicare community collaboration

In this episode of the Medicare Agent Podcast, host Sarah Jacobson interviews Kevin Knauss from Northern California. Kevin isn’t afraid to share who he is and what he believes in, which he showcases through his impressive website. 1,000 people come to his website daily to read his blog posts on health insurance and view his educational videos. Kevin leads with inclusivity, making space to serve LGBTQ+ and trans Medicare clients to ensure that everyone gets the healthcare they deserve. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and how they get new clients for their medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Key topics + chapter markers: 05:03 Educate to market health insurance 10:06 Advocate for human rights 15:54 Be a student of different ways to grow 21:31 What I use to film YouTube videos

In this episode of the Medicare Agent Podcast, host Sarah Jacobson speaks with Chris Lynch about how he built his Medicare agency called Virginia Health Insurance Agent. Chris explains how his agency is now 75% client referrals, and shares the early work he did to get to that point. He talks about how compound interest works with referrals and how having a larger book of Medicare clients will give you a higher number of referral sources. Chris’s website: https://www.vahealthagent.com/ The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and how they get new clients for their medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Keypoints and timestamps: [00:07:18] Transitioning to Medicare [00:14:28] Referral compounding effect [00:19:30] Building referral partnerships [00:25:15] Scaling a business with technology

On this episode of the Medicare Agent podcast, Justine Bell from Cedar River Insurance in Michigan, explains her journey from working in a non-profit to starting her own health insurance agency that now serves over 950 clients. She explains exactly how she built referral relationships with financial planners, and how it helped launch her business (hint: cupcakes!). She walks through when she hired each team member and how to know that you’re ready to hire more staff. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and how they get new clients for their medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Key topics + chapter markers: 4:02 Caring for clients like family. 9:03 Referral business model for success. 18:04 Referral relationships are key. 25:50 Don't wait too long to hire. 36:48 Don't quit; keep trying. 37:17 Persistence leads to success.

We’re joined by Janet Trautwein, CEO of NABIP, on this episode to discuss call recording and other important regulatory issues concerning Medicare agents. NABIP (previously NAHU) is a national association for insurance professionals that provides members advocacy, education, and community to improve the lives of Medicare agents. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and how they get new clients for their medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Key topics + chapter markers: 03:00 NABIP: Advocacy, Education, Medicare. 10:41 Call recording requirement 16:02 Medicare solvency 21:41 Consolidation, younger agents, FMOs 27:45 Technology enables faster processes 36:17 Janet’s legacy

On this episode we’re joined by Jeff Youngs and Dan Duhl, the co-founders of Ohio Medicare Consultants, to discuss how they built their Medicare agency in addition to running a successful Property and Casualty business. They explain how they’ve been growing their new Medicare business, why P&C is so different from Medicare, and the marketing they’re doing on social channels to get new clients. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and how they get new clients for their medicare businesses. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ Key topics + chapter markers: 00:04:57 Make meaningful connections 00:06:53 Find a trusted partner 00:15:17 Follow the rules to succeed 00:20:03 Partner up for success 00:22:17 Commitment to success is key 00:26:10 Partner with motivated agents

This episode we’re joined by Jenni Butz, Director of Training at Business Network International (BNI), to discuss how to form professional referral partnerships. Jenni explains the art and science of networking with other business owners, how to define your ideal referral partner, and a step-by-step guide for forming and maintaining referral relationships. She shares helpful tips, like how to network if you’re an introvert and how to track the impact of referrals on your Medicare business. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and what they wish they knew when they started out. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ 2:59 Build relationships for medicare business success 6:16 How to choose a referral partner 11:28 How to nurture relationships 23:12 Network intentionally and track results 29:37 Build human connections

In this episode, we’re joined by Bryn Loeffler from FairStreet to discuss the results of the AEP benchmark report. In December 2022, FairStreet surveyed 170 Medicare agents to gain insight into the struggles and successes they experienced during the AEP period. In this episode we answer your top questions: How many applications do independent agents typically write during AEP? How much time do agents spend per client? What are experienced agents doing to reach new clients? What technology is out there to make AEP easier? Listen in to hear the results and see how you compare. Read the full report - https://www.thefairstreet.com/post/2023-aep-benchmark-survey-results The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and what they wish they knew when they started out. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more at - https://www.thefairstreet.com/ 2:44 Main reasons agents feel maxed out during AEP 10:51 Growth during AEP 15:53 Which technology improves efficiency during AEP 17:39 Where to access the AEP report

On this episode of the podcast we’re joined by Jenny Hughes who is a Medicare Agent in Georgia to discuss how Jenny successfully built her Medicare agency. Jenny began in 2016 by offering group and individual insurance, but has seen a rapid growth in her Medicare business. She shares how she uses Nextdoor for word of mouth referrals and how technology has enabled her to save time during open enrollment. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and what they wish they knew when they started out. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. 5:16 Navigate Medicare details with FairStreet. 6:15 Referral-based growth using Nextdoor. 15:45 Research lowest cost out-of-pocket. 17:00 Technology helps streamline processes. 23:00 Choose an upline carefully

Today we’re joined by Scott Kiefer, the owner of Kiefer Insurance, who has been in the insurance business for 40 years. He started with group health insurance and individual health insurance but has since specialized in Medicare which is around 80% of his current business. In this episode, Scott talks about the power of professional referrals and how joining the organization called Business Networking International (BNI) has earned him $700,000 during his career. He also discusses the importance of hiring an administrative assistant and how this has helped his business grow. The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and what they wish they knew when they started out. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use. Learn more about FairStreet at the link - www.thefairstreeet.com Key topics + chapter markers: 3:21 How to add medicare to your insurance business 07:02 BNI referral network yields success 17:00 Take on help to grow 27:40 Choice is key for consumers