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İçerik Sarah Jacobson tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Sarah Jacobson veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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How automation and a great website helped Lori Bergsma scale her Medicare agency

27:55
 
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Arşivlenmiş dizi ("Etkin olmayan yayın" status)

When? This feed was archived on November 10, 2023 17:12 (6M ago). Last successful fetch was on July 07, 2023 16:05 (10M ago)

Why? Etkin olmayan yayın status. Sunucularımız bir süredir geçerli bir podcast beslemesi alamadı

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 351465551 series 3407134
İçerik Sarah Jacobson tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Sarah Jacobson veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Lori is the founder of Balanced Rock Insurance, a 26-year-old business that provides group health insurance and Medicare services. Lori shares her story about how she got into the Medicare insurance space, the extensive amount of training and certification needed to become a Medicare agent, and her experience with the complexity of CMS compliance and the number of plans available. She also speaks of the importance of software and automation to make running the business much easier.

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 a successful medicare business and what they wish they knew in the early days. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their business. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. Learn more at www.thefairstreeet.com.

Bullet points of key topics + chapter markers

(5:58) Use automation to streamline Medicare
(12:03) The ins and outs of navigating insurance
(16:19) Clients are more tech savvy than you think
(25:30) Make life easier with software

  continue reading

32 bölüm

Artwork
iconPaylaş
 

Arşivlenmiş dizi ("Etkin olmayan yayın" status)

When? This feed was archived on November 10, 2023 17:12 (6M ago). Last successful fetch was on July 07, 2023 16:05 (10M ago)

Why? Etkin olmayan yayın status. Sunucularımız bir süredir geçerli bir podcast beslemesi alamadı

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 351465551 series 3407134
İçerik Sarah Jacobson tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Sarah Jacobson veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Lori is the founder of Balanced Rock Insurance, a 26-year-old business that provides group health insurance and Medicare services. Lori shares her story about how she got into the Medicare insurance space, the extensive amount of training and certification needed to become a Medicare agent, and her experience with the complexity of CMS compliance and the number of plans available. She also speaks of the importance of software and automation to make running the business much easier.

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 a successful medicare business and what they wish they knew in the early days. FairStreet is a startup FMO and CRM for Medicare agents to run and scale their business. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. Learn more at www.thefairstreeet.com.

Bullet points of key topics + chapter markers

(5:58) Use automation to streamline Medicare
(12:03) The ins and outs of navigating insurance
(16:19) Clients are more tech savvy than you think
(25:30) Make life easier with software

  continue reading

32 bölüm

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