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Elevate your business with PSM

Posted by www.psmbrokerage.com Admin on Thu, Aug 10, 2023 @ 12:10 PM

PSM Elevate

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Tags: Leads, CMS, Insurance Marketing, Enrollment Tools, Rewards Program, Guide, Resources

Best Practices for Working Leads

Posted by www.psmbrokerage.com Admin on Fri, Jun 23, 2023 @ 03:46 PM

Best practices for working leads blog header

Habits of Highly Successful Insurance Agents

One of the most common questions we receive is, “What are your top producing agents doing, and how do I replicate it?”

This is a good question and an understandable one. As a licensed insurance agent you are trying to build a business for yourself and are looking for ways to make that business more successful. 


Unfortunately, there isn’t a perfect lead source or an infallible script. A good agent will sell regardless. The question is, how. What are the successful agents doing that makes them so successful.

After speaking with thousands of agents over the past 15 years I’ve noticed what separates the top producing agents from the rest of the pack is, their mindset. 

A mindset can be defined as a “Habitual or characteristic mental framework that determines how you will interpret and respond to situations”.

This is really great news, because building habits that create a winning mindset is free. It takes time and discipline, but it doesn’t take any money. 

So, if that’s you’re goal, what habits do you focus on?

Well, here are 3 key habits that you can adopt, to help you build a proven mindset for success.

1.    They have the Drive to be consistent as they strive for success
2.    They have a Growth Mindset
3.    They genuinely Care about their clients 

Don’t discount them because of their simplicity. Many agents do, and that’s why they continue to ask the same questions.

Let’s dig into each of these, an pull out some take-aways that you, the agent, can use in your business:


1.    They have the drive to be consistent as they strive for success:

As an independent agent you don’t have a boss. You don’t have someone telling you what to do or when to do it. Most importantly you don’t have anyone checking to make sure you did what you were supposed to do when you were supposed to do it. 

You have to act as your own manager, setting a daily schedule and following it. Top producers have the mindset that they are running a business and this means that they section off their day and know what they are going to be doing every day, and when they are going to be doing it. 

For example, if you have blocked off the first half of your day to call leads and the first person you call purchases a policy from you, it is easy to say “I’ve made my sale for the day” and move on to something else. 

This is a mindset that many agents fall into. The inconsistency that comes out of that will really hamper your success.

The best agents don’t have that mindset though. They know that those leads they purchased work best when they are fresh and that they have allotted that portion of their day to calling those leads. 

Most importantly, that mindset allows them to consistent repeat that pattern day after day. They don’t give themselves an easy out or allow themselves to slow down because of an early success.  

As an agent, you have to have the mindset that you are going to drive yourself to be as successful as you possibly can, and consistency is key.

You must outline standards and practices that will make you successful and hold yourself accountable to those every day, without exception.


2.    They have a Growth Mindset:

In a growth mindset, people believe that their most basic abilities can be developed through dedication and hard work – brains and talent are just the starting point.  (Dweck 2015)

This view creates a love of learning and resilience that is essential for great accomplishment.  Virtually all great people have these qualities. 

In a fixed mindset, people believe their basic qualities, like their intelligence or talent, are simply fixed traits. This often leads to stagnation and frustration.

Agents that have a growth mindset are always learning about their industry and themselves, while trying to improve their craft.

Whether it’s learning about sales, products they sell, or technology that can help their business, they don’t stop looking for ways to improve.

This becomes a constant state of mind that quickly separates them from the masses, and propels them to the top of their industry.


3.    Genuinely caring about your clients is paramount.

I’ve never spoken with a high-volume producer who didn’t have a clear passion for making sure their clients were fully taken care of.

Your clients are trusting you to help them make a decision that directly affects their health and finances.

Those clients need to know that you care about their health as much as they do. Your clients get post-card after post-card every month from agents who could easily sell them a policy.

You aren’t just selling them a policy. You are protecting them. You are listening, advising, and befriending them. You are giving them peace of mind. 

Once you start really connecting with and taking a true interest in the well being of the people you serve, you will notice a much stronger relationship with those clients. 

Your sales will increase, your persistency will increase, your referrals will increase, and the fulfillment you get from helping your clients will also increase. 

I realize everything I’ve said to you is not new. Work hard, continue bettering yourself, and care about others. Not exactly rocket science, right?

Unfortunately, many agents don’t understand that those simple habits put together with consistency, is what creates a winning business. Assuming simple things don’t matter, or are beneath you, is a Fixed Mindset, and rarely leads to success. 

With the right mindset in place, your clients will see you as a dependable friend they can trust. Your colleagues will see you as a professional, and a leader in your industry. 

Don’t underestimate the power of your mindset. Your success depends on it.
Thanks for your time, and if you have any questions, we’re happy to help.



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Tags: Leads, tips on selling insurance to seniors

MedicareExpress - In Person Sales Meetings

Posted by www.psmbrokerage.com Admin on Mon, Jun 05, 2023 @ 03:30 PM

Medicare Express Blog

A New & Better Way for Medicare Field Agents To Make More Sales.

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time and money by streamlining the process and allowing you to expand your book of business.

Meetings Built Around Your Schedule.
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Get Ready To Make The Sale!
With a success rate of 91% of consumers showing up for their sales meetings and
up to 51% converting for our top 35 field agents, your Medicare Agency is bound to grow at scale.

Only A Few Will Qualify, & We Have Limited Availability!
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Medicare Express Flyer


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Tags: Leads, Sales Leads, Medicare leads

Best Practices For Working Insurance Leads

Posted by www.psmbrokerage.com Admin on Tue, May 16, 2023 @ 11:52 AM

best practices for working insurance leads

Working insurance leads effectively requires a combination of timely and personalized actions, trust-building strategies, active listening, education, persistence, technology utilization, and continual learning.

1-May-16-2023-04-45-51-4748-PMOne of the key best practices is to respond to insurance leads promptly. Speed is crucial in today's fast-paced world, as it demonstrates professionalism and increases the likelihood of connecting with potential clients. Aim to respond within minutes or hours of receiving a lead to make a positive first impression.

2-May-16-2023-04-46-24-7672-PMPersonalization is another essential element. Tailor your approach to each lead by addressing them by name and referencing specific details they provided. This personal touch helps build rapport and establishes trust, showing that you value their individual circumstances and needs.

4-May-16-2023-04-46-57-9962-PMActive listening plays a significant role in effectively engaging with insurance leads. Take the time to understand their requirements and concerns by asking open-ended questions. By actively listening, you can provide relevant solutions and demonstrate that you genuinely care about their specific situation.

5-4Building trust is fundamental in the insurance industry. Be transparent, provide accurate information, and follow through on commitments. Establish yourself as a knowledgeable and trustworthy professional. This approach helps alleviate any concerns and increases the likelihood of conversion.

6-4Educating and informing leads is crucial as many may not fully understand their insurance needs or the available options. Take the time to explain the importance of insurance coverage, discuss different policies, and provide guidance based on their specific requirements. By empowering leads with knowledge, you position yourself as a valuable resource and build trust.

7-4Persistence is key when working with insurance leads. Some leads may require multiple touchpoints before committing to a policy. Follow up regularly and utilize different communication channels such as phone calls, emails, and text messages to maintain contact and reinforce your commitment to assisting them. However, it's important to strike a balance between persistence and being pushy, respecting the lead's boundaries.

8-4Leveraging technology is vital to streamline lead management and follow-up processes. Utilize customer relationship management (CRM) systems to track leads, automate tasks, and manage communication effectively. Email templates, automated reminders, and other software features can help you stay organized and responsive.

9-May-16-2023-04-49-40-8141-PMEstablishing referral networks is an effective way to generate more insurance leads. Provide excellent service to existing clients and encourage them to refer their friends, family, and colleagues. Offering incentives such as referral rewards or discounts can further motivate clients to refer others, expanding your network.

10-May-16-2023-04-50-06-9207-PMFinally, continue to learn and stay updated on insurance industry trends, regulations, and product knowledge. Attend industry conferences, participate in training programs, and engage in ongoing professional development. Being well-informed enhances your credibility and positions you as a trusted advisor in the eyes of your leads.


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Tags: Leads, Best Practices

LeadStar Commission Worksheet - MA Sales

Posted by www.psmbrokerage.com Admin on Fri, Feb 10, 2023 @ 10:34 AM

Tags: Leads, LeadStar, Medicare leads

LeadStar: Learn How to Achieve a 20% Close Rate in Just Two Days!

Posted by www.psmbrokerage.com Admin on Wed, Jan 25, 2023 @ 10:47 AM

Tags: Leads, LeadStar, Medicare leads

LeadStar: Agent Approved Scripts - Inbound & Outbound

Posted by www.psmbrokerage.com Admin on Mon, Nov 14, 2022 @ 02:59 PM

Tags: Leads, LeadStar, Medicare leads

LeadStar: Benefits of a Lead Disposition Program

Posted by www.psmbrokerage.com Admin on Wed, Nov 09, 2022 @ 09:23 AM

Tags: Leads, LeadStar, Medicare leads

LeadStar Marketplace Transforms Lead-Generation Process

Posted by www.psmbrokerage.com Admin on Thu, Nov 03, 2022 @ 10:07 AM

Tags: Leads, LeadStar, Medicare leads

LeadStar Call Campaigns - UPGRADED!

Posted by www.psmbrokerage.com Admin on Thu, Oct 27, 2022 @ 10:38 AM

Tags: Leads, LeadStar, Medicare leads

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