business


business

Insurance Agent’s Guide to Generating Referrals Trailer

September 16, 2024

Gathering referrals can be a low-cost, rolling marketing tactic that independent insurance agents can use to gain fresh leads. In this guide, we’ll give you the information, tools, and resources you need to start generating ample referrals for your business. You’ll get details on the life cycle of a referral, how to identify a referral, how to work a referral, how to build relationships, and more! We’ll also provide you with some helpful tools and resources for you to start your referral program.

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business

5 Must-Haves for Every Agent This AEP

August 20, 2024

We put together this list to help guide you through this year's Medicare's Annual Enrollment Period (AEP). Make sure your bases are covered with these five necessary pieces for a successful AEP. Remember, compliance is key and PlanEnroll does it all.

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