Tips for Being a Successful Medicare Agent

Photo credit: Shutterstock

Although it may not feel like it quite yet, that cool Fall weather is a sign that this is the time of year when companies begin to think about the annual enrollment period. Yes, we know, everyone’s favorite time of the year! 

If you’re looking to brush up your skills on how to be a successful Medicare Agent, you’ve come to the right place. We have decades of experience in selling Medicare Advantage and can help you on your road to becoming a top agent. 

Here are some tips on how to be a successful Medicare agent and start selling Medicare Advantage:

1. 1. Learn How To Sell The Most Up-To-Date Plans: This is something that may seem simple, but it’s crucial to success. When you’re in the business of selling, especially Medicare, you have to know your product inside and out. Each year, America’s Health Insurance Plans (AHIP) offers training that usually begins in June to teach insurance brokers through two courses: Medicare and Fraud, Waste and Abuse (FWA). You can easily sign up for these courses so that when it’s time to sell, you are ready!
   2. Make Several Healthcare Plans Available: There are different plans available for different Medicare carriers and each one could make sense for different people depending on their circumstances. PPO plans offer more flexible networks than say HMO plans and there are special needs plans that work well for people in certain populations. The key is to have a variety of plans available for the different people that you will be serving. We also suggest including some well-known carriers with some of the big-name insurers and well-priced options.
   3. Create A Great Website: We can not say enough about the importance of having an outstanding website that takes the customer on a sales journey. We live in a time when digital technology enables us to share information internationally and sell it to anyone. Make your website a place where your customers can learn about the different Medicare options you sell and take them on a journey to contact your team so that they can secure the business.
   4. Know The Rules: Every year the rules from the Centers for Medicare and Medicaid Services change. It’s important that you and your team stay on top of these new rules so that you can remain compliant. You can’t sell the plans if you don’t know the rules and since they change annually, it’s imperative that you stay on top of them!

Are You Ready To Start Selling Medicare Advantage?

We thought so! Allow us to become your partner in making the life you want for yourself through medicare insurance sales. Senior Services of North America is a Medicare Sales Company that has the mentoring and training capabilities to help you succeed. Reach out to us by visiting us on our website. We look forward to working with you on your path to success in the industry that we know inside and out!