Joanna Wyckoff and Kathe Kline each work in the Medicare space, but they run their businesses very differently. Tune in each week to find out what they are talking about and how they can help your Medicare and ACA business grow. Do you want us to talk about something on the show? Send us an audio message (you are giving us permission to use it on the show) at https://s.bcast.fm/insurance-business-babes.
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PJO Insurance Brokerage is a full-service independent insurance agency that specializes in providing personalized insurance solutions for individuals and businesses. With our brokers having over 60 years of combined insurance experience, at PJO Insurance Brokerage, we take pride in the fact that we put our clients’ needs first and foremost.
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Insurance Broker and Consultant Supporting Business Owners
Clarence Nappier, Insurance Broker & Consultant
Starting April 1, 2024, the only insurance brokerage in America company in the world has combined insurance services, sales system training and business development services to help businesses of any size increase sales productivity and performance using superior business development and sales training tools. Episodes focus on the four main sales functions: contacting, prospecting, appointment setting, closing and zero-cost referrals. Businesses can upload 3-minute videos to featured in regi ...
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News headlines and insights into top stories from Business Insurance, a weekly newspaper covering risk management, employee benefits and commercial insurance.
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Insurance conversations about what it is like to work in the industry. We talk with professionals who work in all aspects of the industry from direct writers to excess and surplus lines brokers and everyone in-between. If you want to learn more about the insurance industry, The Business of Insurance is the place to start.
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321 Biz Dev is the number one consulting firm in the world offering sales systems and business development services for attorneys, CPAs, plastic surgeons, dentists, insurance brokers, real estate brokers.321 Biz Dev helps any small business owner with a sales function who wants to increase performance, productivity and profitability using superior business development and sales training tools. Podcast episodes focus on the four main sales functions: contacting, prospecting, appointment setti ...
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Stage 4 of Your Medicare Business: Getting Going with Under 100 Clients
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Kathe and Joanna are on vacation, so in this episode, we're bringing you a special interview when Christian Brindle interviewed Kathe for his YouTube Channel. The conversation, which has been edited for the podcast, delves into low-budget strategies for hosting educational events and seminars, the importance of building relationships with carrier r…
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Episode 901: Medicare Dual Eligible and Social Security COLA Increase
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This could have impacted thousands of Medicare beneficiaries across the country.
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Episode 7: What Are The Financial Benefits Of Adding Employment Practices Liability
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In this episode we’ll explore how you can Maximize Business Protection with Employment Practices Liability Insurance, also known as EPLI. Keep in mind that safeguarding your business against unforeseen risks requires a complete coverage that protects your business, that’s why you need to Choose The Right Provider for Employment Practices Liability …
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What Are The Financial Benefits Of Adding Employment Practices Liability To My Business Insurance Package?
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In this episode we’ll explore how you can Maximize Business Protection with Employment Practices Liability Insurance, also known as EPLI. Keep in mind that safeguarding your business against unforeseen risks requires a complete coverage that protects your business, that’s why you need to Choose The Right Provider for Employment Practices Liability …
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Episode 900: Now Is the Time for Business Owners and Salespeople to Sharpen Their Sales Skills
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Stages 1-3 of Medicare Business with Christian Brindle
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Christian Brindle interviewed Kathe for his You Tube Channel, so we are sharing some of those interviews with you here. This is Part 1 of the stages of Medicare Business. Stages 1-3 including prelicensing, AHIP certification, and the stages of becoming a successful Medicare agent. They share valuable tips, including the importance of networking, bu…
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Episode 899: Improve Your Sales-The Time Is Now, The Need Is Great
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We have never released any portion of our 180-slide sales system training.
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Episode 898: The Rare Release of 321 Biz Dev Training POWER module
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I have never released this sales system training snippet. It's all about power.
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Episode 897: Medicare Annual Enrollment, Employee Benefits, Business Consulting
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It's July 31. Medicare Annual Enrollment Period is coming Oct 1 through Oct 14. We can accept applications starting October 15.
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Insurance Marketing: From TikTok Success to University Partnerships with Scott Sims
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In this episode of "Insurance Business Babes," hosts Scott Sims, Joanna Wyckoff, and Kathe Kline delve into the dynamics of leveraging social media and traditional marketing for business growth in the insurance industry. Scott shares his journey of transitioning from viewing TikTok as a fun experiment to using it as a powerful marketing tool, acqui…
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Balancing Business and Life: Joanna's New Personal Assistant
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In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff discuss Joanna's decision to hire a personal assistant to help balance her demanding work and personal life. Joanna highlights the challenges of managing her business alongside personal responsibilities, especially due to her disability. She shares her past experien…
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Streamline Your Medicare Process with your own T65 Video
32:14
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In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff delve into the creation and utilization of video content for insurance professionals, particularly focusing on Medicare education. Kathe shares her journey with using video creation tools like Loom and her strategy of white-labeling a perfected educational video for…
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Safeguarding Your Insurance Legacy: Keith Nabb's Tips for Effective Succession Planning
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In this episode of "Insurance Business Babes," hosts Joanna Wyckoff, and Kathe Kline talk with Keith Nabb, delving into the critical aspects of succession planning for insurance professionals. They emphasize the importance of treating an insurance business like a business by investing in tools like CRM and assistants, the significance of maintainin…
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Episode 896: Value Can Be Defined Two Different Ways
8:20
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Intrinsic and true value.
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Are you treating your insurance business like a business?
38:35
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In this episode, Kathe Kline and Joanna Wyckoff discuss various aspects of running a successful insurance business, drawing from personal experiences and industry knowledge. They highlight the importance of having professional representation and the pitfalls of conflicting interests, using LegalShield as an example. They emphasize treating the busi…
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Episode 895: If Doing Something Legal to Improve Your Business Feels Weird, You Should Do It
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Success has never been easy. It has always required either lots of physical effort and/or mental toughness.
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Episode 894: Turning 65 Years Young and Switching to Medicare
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Clarence can assist new Medicare enrollees in 10 states.
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Episode 6: How Can Employers Effectively Manage Workers Compensation Claims?
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In this episode we’ll explore how employers can Manage Workers’ Compensation Claims to Minimize Financial Impact. Remember, to avoid risking your business, The Role of Legal Experts in Navigating Workers’ Compensation Claims is essential for your financial stability. Get in touch with our expert brokers today for guidance. Don’t let these claims be…
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How Can Employers Effectively Manage Workers Compensation Claims?
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In this episode we’ll explore how employers can Manage Workers’ Compensation Claims to Minimize Financial Impact. Remember, to avoid risking your business, The Role of Legal Experts in Navigating Workers’ Compensation Claims is essential for your financial stability. Get in touch with our expert brokers today for guidance. Don’t let these claims be…
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Preparing for AEP: Early Certifications and Effective Client Communication Strategies
35:25
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In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff delve into the crucial aspects of managing Medicare certifications and plan comparisons. They discuss the utility of creating spreadsheets for comparing benefits between different counties and plans, leveraging a virtual assistant for data entry, and the importance …
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Using AI and CRMs to Optimize Client Care and Business Operations
35:33
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In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff talk about a bunch of different things, but delve into the importance of using CRM systems and technology to streamline client interactions and protect against disputes. They discuss various tools like Applaud AI for recording face-to-face meetings, Dialpad for phon…
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Episode 893: Hopefully, Real Estate Agents Will Fight to Keep Their Industry Free
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Never stop fighting for how you earn your money.
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Episode 892: Medicare Members Should Not Be Treated Badly
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Call Clarence, aka Mr. Action.
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Episode 892: Medicare Members Should Not Be Treated Badly
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Call Clarence, aka Mr. Action. Support the Show. Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff, alongside guest Angela Palo, delve into the multifaceted challenges faced by insurance agents amid evolving CMS regulations and Medicare policies. They discuss the skewed perceptions government employees have about agents due to primarily hearing complaints, emphas…
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Episode 891: Heather Vernillo, FNP-BC, Florida, Offers Dutch Testing Sessions for Perimenopausal Women
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www.vernillowellness.com
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Episode 890: Heather Vernillo, FNP-BC, Florida, Offers Dutch Testing Sessions for Perimenopausal Women
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www.vernillowellness.com Support the Show. Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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Tackling Insurance Scams with Ronnell Nolan of HAFA
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In the latest episode of "Insurance Business Babes," host Joanna Wyckoff and guest Ronnell Nolan, president and founder of Health Agents of America, discuss the alarming rise of fraud and misleading advertisements in the Medicare and ACA sectors. They delve into the recent shutdown of deceptive Medicare ads and the persistence of misleading Faceboo…
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DAC- Navigating The Medicare Maze for Developmentally Disabled Adults
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In this episode of "Insurance Business Babes," guest Cynthia McCluskey joins Kathe Kline to delve into the unique challenges faced by adults with developmental disabilities, specifically focusing on the complexities surrounding Medicaid and Medicare systems. They discuss the often-overlooked Disabled Adult Child (DAC) program, highlight the importa…
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Episode 5: Understanding Employment Practices Liability Insurance In California
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In this episode, we will explain Employment Practices Liability Insurance, or EPLI, the benefits it offers, and why it's an essential option for your business in California. Remember, the stability and success of your business in Orange County, California, depend on the crucial protection that Employment Practices Liability Insurance provides. We e…
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Understanding Employment Practices Liability Insurance In California
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In this episode, we will explain Employment Practices Liability Insurance, or EPLI, the benefits it offers, and why it's an essential option for your business in California. Remember, the stability and success of your business in Orange County, California, depend on the crucial protection that Employment Practices Liability Insurance provides. We e…
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Episode 890: Selling Without Appearing to Sell (from 2016)
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Old information is new to someone.
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Episode 889: Theronical Kea, CEO, LabLink Advanced Mobile Phlebotomy-Columbus GA
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She's quite an entrepreneur. Click HERE for website.
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Episode 889: Theronical Kea, CEO, LabLink Advanced Mobile Phlebotomy-Columbus GA
3:58
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Click HERE to Support the Show. Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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The podcast hosts, Kathe and Joanna, discuss the challenges that prevent insurance agents from being successful. They start by describing a meme that one of Joanna's agents posted, which shows two lines of people - one line labeled "Hungry to win" that is much longer than the other line labeled "Hungry to do what winning requires." This illustrates…
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Episode 888: The Background Why Newsletters Are More Powerful Than Social Media
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Make your marketing count with 321 Biz Development and Insurance For Sure Agency.
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Episode 888: The Background Why Newsletters Are More Powerful Than Social Media
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Make your marketing count with 321 Biz Development and Insurance For Sure Agency. Support the Show. Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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Episode 887: Business Owners Have Their Own Private Networks
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Get on the insurance brokerage B2B network.
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Episode 887: Business Owners Have Their Own Private Networks Video episode •
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Get on the insurance brokerage B2B network. Support the Show. Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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Conference Dilemma: How to Determine Which Insurance Trainings Are Worth Your Time
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Kathe Kline and Joanna Wyckoff discuss the importance of carefully choosing which trainings to attend as insurance professionals. They emphasize the need to prioritize trainings that are relevant to an agent's current business needs and future goals, and stress the importance of balancing attendance with actual business productivity. They also shar…
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We call 5. You call 5.
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We call 5. You call 5. Support the Show. Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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Episode 885B: The Best Explanation For How Your Beauty Should NOT Lead Your Goals-Columbus GA
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Shamekia provides a clear, concise explanation why using your beauty, especially in sales, is not good for the short- or long-term.
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Episode 885B: The Best Explanation For How Your Beauty Should NOT Lead Your Goals-Columbus GA
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Shamekia of Columbus GA provides a clear, concise explanation why using your beauty, especially in sales, is not good for the short- or long-term. Support the Show. Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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Episode 884B: Two Advance Sales Topics About Sales Psychology
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I found two clips: one from a person starting a real estate career and a clip from Patrick Bet David, nationally known CEO.
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Episode 884: Two Advance Sales Topics About Sales Psychology
15:46
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I found two clips: one from a person starting a real estate career and a clip from Patrick Bet David, nationally known CEO. Support the Show. Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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Episode 883B: Get a Business Breakthrough…Breakout of Doing Business The Same Way
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Your goals can be bigger than the boundaries surrounding you.
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Episode 883: Get a Business Breakthrough…Breakout of Doing Business The Same Way
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Your goals can be bigger than the boundaries surrounding you. Support the Show. Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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Taking Control: The Shift from Employee to Owner Mindset
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In this insightful episode of Insurance Business Babes, hosts Kathe Kline and Joanna Wyckoff dive deep into the crucial aspect of protecting and managing your business in the insurance industry. They share personal strategies on segregating emails for clients and carriers, handling overwhelming amounts of insurance-related spam, and employing techn…
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Episode 882: To Grow Your Business, You Should Not Focus On Products or Services or Certifications
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It's not all about your products and services. Support the Show. Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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