Medicare Agent IQ
av Raul Gonzalez, Oscar Ibieta
How Not To Suck At AEP: Stop Losing Your Clients
Om den här podden
Welcome to Medicare Agent IQ, the podcast dedicated to helping you, the Medicare Insurance Agent, boost your success and elevate your career. Hosted by seasoned professionals Raul Gonzalez and Oscar Ibieta, who together have 26 years of combined experience in the Medicare realm, this 30-minute show is your go-to resource for mastering the competitive landscape of the insurance market.
As experts in their field, Raul and Oscar have witnessed firsthand the challenges and triumphs faced by insurance agents. They are committed to sharing their wealth of knowledge and real-world experience to help agents like you achieve your goals and thrive in this fast-paced industry.
Each episode of Medicare Agent IQ delves into a wide range of topics, including sales techniques, marketing strategies, industry updates, and navigating the complex world of Medicare regulations. Raul and Oscar will also invite special guests – top agents, industry leaders, and other professionals – to share their insights and success stories, ensuring you stay ahead of the curve.
Whether you're a seasoned agent looking to sharpen your skills or a newcomer eager to make your mark, Medicare Agent IQ is your essential guide to becoming a standout Medicare Insurance Agent. Tune in and unlock the secrets to achieving the success you deserve.
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- How Not To Suck At AEP: Stop Losing Your Clients · 29 min · Säsong 2 Avsnitt 86Writing more AEP sales doesn’t mean your Medicare book is growing—if you’re losing clients while gaining new ones, you’re just running in place. In this episode, Raul Gonzalez…
- How Not To Suck At AEP: Rookie Mistakes To Avoid · 28 min · Säsong 2 Avsnitt 85Most Medicare agents don't struggle during AEP because of what happens in October—they struggle because of what they didn't do in July and August. In this episode of Medicare…
- AEP Preparation: The 4 Client Buckets Every Agent Needs · 34 min · Säsong 2 Avsnitt 84AEP success starts long before October! In this episode, Raul and Oscar explain how to organize your clients into four priority buckets, identify at-risk members, improve…
- Medicare GLP-1 Bridge Program Explained · 16 min · Säsong 2 Avsnitt 83Medicare agents have been hearing a lot about the new Medicare GLP-1 Bridge Program—but there's also been a lot of confusion. In this episode, Oscar breaks down what the program…
- Ask These Questions Before Enrolling · 27 min · Säsong 2 Avsnitt 82Giving the wrong Medicare enrollment advice can have lasting consequences. In this episode, Raul and Oscar break down the questions every agent should ask before recommending…
- AEP Prep Starts Now · 29 min · Säsong 2 Avsnitt 81AEP is just around there corner! In this episode, we discuss how agents can start preparing now by reviewing industry changes, planning for upcoming carrier updates, completing…
- What The Industry Might Be Missing · 44 min · Säsong 2 Avsnitt 80Robert Davis from Physician's Mutual joins us to discuss the challenges facing today's Medicare Supplement market, why the cheapest plan isn't always the best choice, and how…
- Follow-Up Strategies Top Agents Use · 22 min · Säsong 2 Avsnitt 79Join us for another episode with Alex Esparza as we break down real-world sales conversations, follow-up strategies, and appointment-setting techniques. Through live role plays…
- Building A New Career and Betting on Yourself · 28 min · Säsong 2 Avsnitt 77In this episode, special guest Alex Esparza shares his journey into the Medicare industry and what it took to go all in on building his business. We discuss mindset, follow-up…
- Not All Uplines Are Created Equal · 32 min · Säsong 2 Avsnitt 78In Part 2 of our upline conversation, we break down what agents should actually look for when choosing an FMO. We discuss training, technology, compliance support, release…
- What Makes A Good Upline? · 34 min · Säsong 2 Avsnitt 76In this episode, we break down what Medicare agents should look for when choosing an FMO or upline. We cover contracts, vesting, release policies, training, carrier access, and…
- Medicare Isn’t a Seasonal Business · 31 min · Säsong 2 Avsnitt 75What do you do when it’s not AEP or OEP? In this episode, we break down how to grow your Medicare business year-round. From turning 65 opportunities to special enrollment periods…
- Growing Your Book Through Retention and Relationships · 36 min · Säsong 2 Avsnitt 74Production gets attention, but retention builds income. In this episode, we talk about why keeping your clients matters more than constantly chasing new ones. From follow-up…
- Mistakes That Lead to Lifetime Penalties · 36 min · Säsong 2 Avsnitt 73Learn when clients should enroll in Medicare and how to avoid late enrollment penalties. In this episode, we cover key Medicare enrollment rules, including employer coverage, VA…
- We're Back · 41 min · Säsong 2 Avsnitt 72After a year and a half, Medicare Agent IQ is back! In this episode, we talk about industry disruption, commission changes, and why there’s still huge opportunity for Medicare…
- Go All In This AEP · 31 min · Avsnitt 71This week, we break down how to crush it during the Annual Enrollment Period. Get ready to dive into strategies like studying the market inside out, crafting a solid weekly game…
- What's The Move? Part 4 · 29 min · Avsnitt 70In part four of our "What's The Move?" series, we delve into complex Medicare scenarios that agents frequently face. From handling clients whose doctors are dropping their…
- What's The Move? Part 3 · 28 min · Avsnitt 69In this 4th part of our series, "What's The Move?", we tackle pressing questions from the Medicare world. This episode is packed with insights on navigating industry changes and…
- What's The Move? Part 2 · 28 min · Avsnitt 68On this week's episode, we continue exploring real-world scenarios that Medicare agents may face in the field. Building on last week's discussion, we tackle more complex…
- What's The Move? · 32 min · Avsnitt 67In this episode of 'What's The Move?', your hosts dive into hypothetical scenarios that every Medicare agent might encounter. They discuss the complexities and ethical…
