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Building a Medicare Business Plan with Michele Trimble
Archived series ("Inactive feed" status)
When? This feed was archived on November 10, 2023 17:12 (). Last successful fetch was on July 07, 2023 16:05 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
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Manage episode 351465552 series 3407134
Michele Trimble shares her path to becoming a successful independent Medicare agent. With over 30 years of experience in the industry, Michele struck out on her own to build an independent agency focused solely on Medicare. In this episode, Michele talks about how she got started in Medicare, the process of writing a business plan and launching her own agency, and why having a great software system led to her agency's success.
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 business and what they wish they knew in the early days. FairStreet is a 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
3:48 Creating the business plan
10:40 Referral business grows exponentially
21:43 Efficient data management is key
30:19 Persistence leads to success
32 episodes
Archived series ("Inactive feed" status)
When? This feed was archived on November 10, 2023 17:12 (). Last successful fetch was on July 07, 2023 16:05 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
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 351465552 series 3407134
Michele Trimble shares her path to becoming a successful independent Medicare agent. With over 30 years of experience in the industry, Michele struck out on her own to build an independent agency focused solely on Medicare. In this episode, Michele talks about how she got started in Medicare, the process of writing a business plan and launching her own agency, and why having a great software system led to her agency's success.
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 business and what they wish they knew in the early days. FairStreet is a 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
3:48 Creating the business plan
10:40 Referral business grows exponentially
21:43 Efficient data management is key
30:19 Persistence leads to success
32 episodes
All episodes
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