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Are you treating your insurance business like a business?
Manage episode 425353429 series 3528280
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In today's episode, we're diving into a range of crucial topics that every insurance agent—and anyone running their own business—needs to hear.
First, we'll talk about the importance of having reliable representation and being aware of potential pitfalls in legal services.
We then shift gears to explore the various industries we've worked in throughout our careers. Kathe shares insights from her time as a financial adviser, particularly on commission payment structures, and how they differ from the Medicare industry. Time management, goal setting, and adapting to changes in the business environment are essentials we can't emphasize enough.
They stress the significance of maintaining a professional image, from having a separate business phone number and email to keeping an updated, professional-looking photograph for business purposes. They discuss strategies for managing business communication and highlight the importance of treating your business operations with the same professionalism as successful companies like IBM.
Joanna and Kathe also delve into the often-overlooked necessity of errors and omissions (E&O) insurance for insurance agents. Not having this crucial protection can leave you vulnerable to lawsuits and unethical practices.
Plus, Joanna shares her firsthand experience with managing downlines in the ACA industry and the importance of shifting from being merely busy to being genuinely productive. We both reveal our personal hacks for time blocking, controlling our schedules, and setting boundaries to maintain a healthier work-life balance.
Finally, they offer practical tips for handling client disputes and the importance of staying professional in all business interactions. So sit back, relax, and get ready to glean some valuable insights that'll help you elevate your insurance business to new heights!
Stay tuned and enjoy the episode!
First, we'll talk about the importance of having reliable representation and being aware of potential pitfalls in legal services.
We then shift gears to explore the various industries we've worked in throughout our careers. Kathe shares insights from her time as a financial adviser, particularly on commission payment structures, and how they differ from the Medicare industry. Time management, goal setting, and adapting to changes in the business environment are essentials we can't emphasize enough.
They stress the significance of maintaining a professional image, from having a separate business phone number and email to keeping an updated, professional-looking photograph for business purposes. They discuss strategies for managing business communication and highlight the importance of treating your business operations with the same professionalism as successful companies like IBM.
Joanna and Kathe also delve into the often-overlooked necessity of errors and omissions (E&O) insurance for insurance agents. Not having this crucial protection can leave you vulnerable to lawsuits and unethical practices.
Plus, Joanna shares her firsthand experience with managing downlines in the ACA industry and the importance of shifting from being merely busy to being genuinely productive. We both reveal our personal hacks for time blocking, controlling our schedules, and setting boundaries to maintain a healthier work-life balance.
Finally, they offer practical tips for handling client disputes and the importance of staying professional in all business interactions. So sit back, relax, and get ready to glean some valuable insights that'll help you elevate your insurance business to new heights!
Stay tuned and enjoy the episode!
Joanna Wyckoff from Topflightagent.com and Kathe Kline from CertifiedMedicareAgents.com talk about building a Medicare Insurance Agent business. (Use the code Babes2024 to get a free Bronze membership in the CertifiedMedicareAgent.com directory).
35 episodes
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