In this guide we will explore some creative and effective marketing ideas to engage with your local community to build a formidable Medicare business. All while staying local and budget-friendly. Added bonus- Learn about a simple idea that is inexpensive and generates fantastic results. Downloadthe guide today.
Building relationships and trust within your community is paramount. By demonstrating a genuine commitment to helping seniors find the right Medicare plans for their needs, you can establish yourself as a valuable resource and trusted partner in healthcare decisions.
Theassessment formallows insurance agents to gather comprehensive information about the client. This information is crucial for guiding clients towards the most suitable plans. With a clear understanding of the client's needs, agents can recommend plans that align with the client's health requirements and preferences. This ensures that clients enroll in plans that cover their specific healthcare services and medications.
Want a custom version with your info and logo? Inquire with your Marketing Representative today and we would be happy to accommodate!
Step 1 - Collecting information through a CNA for all your clients is the optimal method to guarantee your ability to offer coverage options and plan selections that align with their present circumstances.
Step 2 - Engage in the CNA process to gain insights (or refresh your understanding) into your client's Medicare eligibility, existing coverage, and their primary concerns regarding their healthcare coverage.
Step 3 - Utilize the details gathered from the CNA, along with your discussion, to introduce potential plan choices that align with their particular requirements.
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By analyzing the assessment form, insurance agents can identify potential coverage gaps in a client's current or desired plan. This allows agents to suggest supplemental plans to fill those gaps. By involving clients in the assessment process, insurance agents educate them about different coverage options, and potential out-of-pocket costs. This empowers clients to make informed decisions about their healthcare.
Appreciate all the hard-working and passionate independent agents who attended and help support the ever-important NABIP cause. Precision Senior Marketing, as a proud sponsor, hopes you enjoyed the content and can put some of those concepts into action to ensure you have the most successful AEP ever!
Here are just a few of the topics that were covered:
2024 Marketing Rules – How to NOT get sidelined by the New Medicare Marketing Rules
NABIP Medicare Legislative Updates and Strategic Tools 2023 (1 HR CE for Texas agents)
Maximizing New Sales while Maintaining Your Current Clients During AEP – Tips from Top Producers
NABIP and SHIP Update – hear about our recent presentation at the Annual SHIP conference in Bethesda and what it might mean for us in the future
Building Your Brand During AEP like Boomer Benefits
Medicare Market Trends for 2024 and Beyond
Your Questions Answered Panel – Submit a question to any of today’s speakers and get those questions answered live.
About NABIP
National Association of Benefits and Insurance Professionals Texas Chapter (NABIP-TX) is a state member of the National Association of Benefits and Insurance Professionals (NABIP). We are a professional organization of agents and insurance company representatives who care enough about their clients to join together with a Mission Statement "...to inform and protect the consumer by enhancing the professional growth of its members." NABIP represents nearly 20,000 professional health insurance agents and brokers who service the insurance needs of millions of Americans. Founded in 1930, there are now 200 state and local chapters in the United States.
Speaker: Krista Palmer, NABIP-Tx Immediate Past President
Krista is an accomplished employee benefits professional with 20+ years of expertise in the industry. Specializing in employee benefits, carrier relations, and compliance, she brings a wealth of knowledge to her role.
With a deep understanding of employee benefits programs, including health insurance and retirement plans, Krista collaborates with employers, brokers, and carriers to design customized packages that align with business goals and cater to employee needs.
About NABIP
National Association of Benefits and Insurance Professionals Texas Chapter (NABIP-TX) is a state member of the National Association of Benefits and Insurance Professionals (NABIP). We are a professional organization of agents and insurance company representatives who care enough about their clients to join together with a Mission Statement "...to inform and protect the consumer by enhancing the professional growth of its members." NABIP represents nearly 20,000 professional health insurance agents and brokers who service the insurance needs of millions of Americans. Founded in 1930, there are now 200 state and local chapters in the United States.
Precision Senior Marketing is a proud sponsor for NABIP’s Texas Medicare Summit, which will be held at the Grapevine Convention Center from 10am – 6pm on August 23rd. The theme is Break the Bank During AEP.
Here are just a few of the topics we’ll be covering:
2024 Marketing Rules – How to NOT get sidelined by the New Medicare Marketing Rules
NABIP Medicare Legislative Updates and Strategic Tools 2023 (1 HR CE for Texas agents)
Maximizing New Sales while Maintaining Your Current Clients During AEP – Tips from Top Producers
NABIP and SHIP Update – hear about our recent presentation at the Annual SHIP conference in Bethesda and what it might mean for us in the future
Building Your Brand During AEP like Boomer Benefits
Medicare Market Trends for 2024 and Beyond
Your Questions Answered Panel – Submit a question to any of today’s speakers and get those questions answered live.
We hope you will join us and stop by our booth to say hello! If you have not already registered, you can register here before August 9th for Early Bird Pricing.
Moderated by Danielle K. Roberts, Co-Founder of Boomer Benefits
Wednesday, August 23, 2023
10:00 am - 6:00 pm
Grapevine Convention Center
1209 S. Main Street, Grapevine
About NABIP
National Association of Benefits and Insurance Professionals Texas Chapter (NABIP-TX) is a state member of the National Association of Benefits and Insurance Professionals (NABIP). We are a professional organization of agents and insurance company representatives who care enough about their clients to join together with a Mission Statement "...to inform and protect the consumer by enhancing the professional growth of its members." NABIP represents nearly 20,000 professional health insurance agents and brokers who service the insurance needs of millions of Americans. Founded in 1930, there are now 200 state and local chapters in the United States.
Discover an unparalleled array of valuable resources tailored exclusively for insurance agents serving the senior market. At PSM, we are dedicated to equipping agents with the knowledge and tools they need to excel in this specialized field. From comprehensive educational materials on Medicare to interactive training sessions on sales strategies and compliance, our goal to empower agents with the latest industry insights.
Join our vibrant community and benefit from networking opportunities to foster professional growth. Experience the difference with PSM, where agents can elevate their expertise and better serve their senior clients.
THE FUTURE OF SENIOR HEALTH, WEALTH, AND AGETECH __________________________
Medicarians is the home of the product creators, distributors, provider networks, plan administrators, venture investors, and innovators helping the people live longer, better lives both physically, financially, and mentally. https://medicarians.com/
WHO SHOULD ATTEND
Brokers, Agencies & Distribution Partners
• Network with product owners and administrators in health, wealth, and aging • Develop partnerships with leading participants in the industry • See what tools and technology can accelerate your business
Startups, AgeTech Innovators, and Technology Providers
• Gain visibility into what the leading players in senior care and aging seek • Meet thought leaders and leave with deep insight into the forces shaping the industry • Understand the competitive landscape to position yourself for success
VENUE
MEDICARIANS 2023 WILL TAKE PLACE AT THE MGM GRAND HOTEL IN LAS VEGAS, NEVADA.
The Medicarians hotel room block at the MGM Grand is now full. But, rooms are still available at the MGM Grand as well as The Signature at the current public rate.
Big thanks to Justin Brock and his BBI team for putting on an amazing MedicareCon event! 3rd time was definitely a charm without a doubt..
Precision Senior Marketing was a proud sponsor and it was great talking shop and networking with a group of such strong-minded, intelligent, and driven individuals who are so passionate about their businesses and our industry.
AGENTS are the lifeblood of our industry and make an event like this so worthwhile. We look forward to what’s in store for next year!
If you’re dedicated to making headway in the Medicare market, there’s no better event to attend than MedicareCon. The conference is designed specifically for Medicare agents who are forward thinkers, trailblazers, and entrepreneurs.
Speakers shared exactly what it takes to scale an agency, with tips and advice that can be applied whether you’re just getting started, or you’re looking to take your business to the next level. With a focus on practicality and real-world results, MedicareCon was a great event and one you can’t afford to miss in 2024.
Networking:
We’ve all heard the term, “It’s not what you know, it’s who you know?”
One of the greatest things about the MedicareCon is the attendees themselves. Friendships, partnerships, and mentorships have all happened from agents just like yourself who happened to bump into the right person in the audience.
By connecting with the person to your left or your right (or both) at the conference, you can hold each other accountable to your new goals, challenge yourselves to do more every day, and help each other to keep a growth mindset.
It’s important to keep successful people around you if you want to achieve your goals and the people who attend MedicareCon are the ones who are committed to doing something big with their lives.
PSM was a proud sponsor at this years NABIP Austin - Professional Development Day. We appreciate the local Austin agent community and time spent to engage with us.
AAHU The Austin Association of Health Underwriters is a local chapter of the National Association of Health Underwriters,(NAHU) and the Texas Association of Health Underwriters (TAHU) a volunteer member organization that represents nearly 20,000 licensed health insurance agents, brokers, consultants, and benefit professionals through more than 200 chapters across America.
AAHU members help Central Texas consumers by guiding them through the complexities of Health, Dental, Disability, Medicare Supplements and Life insurance benefit decisions for businesses and individuals.
Our organization is dedicated to providing professional development opportunities to our members so they can better serve their clients insurance needs.
How do successful people think? From the professional to the personal realm, hear how you can better overcome challenges and develop a winning mindset. A destination without a path is unreachable. Learn what leaders from your industry and others did to pave their way to your dream lifestyle.
Join us May 13th, 2022 for a one-of-a-kind learning and networking insurance experience.
Have you ever heard the term, “It’s not what you know, it’s who you know?”
One of the greatest things about the 8% Nation conference is the attendees themselves. Friendships, partnerships, and mentorships have all happened from agents just like yourself who happened to bump into the right person in the audience.
By connecting with the person to your left or your right (or both) at our conference, you can hold each other accountable to your new goals, challenge yourselves to do more every day, and help each other to keep a growth mindset.
It’s important to keep successful people around you if you want to achieve your goals and the people who attend 8% Nation are the ones who are committed to doing something big with their lives.
Speaker: Krista Palmer, NABIP-Tx Immediate Past President 
Medicarians is the home of the product creators, distributors, provider 
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