The Challenge: Navigating Growth Without Guidance
When Marisela L. and her husband were building their Medicare business, they faced challenges that are all too familiar to many independent agents.
Contracting with carriers through their previous FMO was frustrating, time-consuming, and difficult to navigate. More importantly, they lacked something every growing agent needs: a trusted mentor and advocate they could rely on.
“Contracting with carriers was complicated and cumbersome with the other FMO, nor did I have a person I could call with questions that I felt was looking out for me.”
– Marisela
After relocating to a new area, marketing their business presented an additional obstacle. Without established connections or a proven local strategy, it was difficult to consistently generate new opportunities.
At the time, production was modest, averaging just 0-2 applications per month.
Why Marisela Chose Tidewater Management Group
From the start, Marisela noticed a different experience with Tidewater.
Questions were answered quickly, carrier contracting was streamlined, and support was always accessible. Most importantly, she felt like the agent came first.
“Tidewater was quick to answer my questions, solve issues, contracting with carriers was seamless and quick, and I’ve always been treated with respect and patience.”
– Marisela
What truly stood out was the commitment to agent success.
“I experienced that Tidewater put me as an agent as priority and that you are an advocate for the agent. Any unresolved issues are immediately addressed.”
– Marisela
The Support That Made the Difference
As Marisela’s business began to grow, several resources played a critical role in her success:
- Lead programs
- IntegrityConnect CRM and technology tools
- Training and mentorship
- Carrier access
- Back-office support
One of the biggest factors in her growth was the guidance she received from Tidewater’s team.
“Ronnie James has been an incredible support for my husband and I as we have built our Medicare business.”
– Marisela
She also credits her mentor, Jodella King, for helping shape the foundation of a successful agency.
“We have had the best mentor in Jodella King, who has truly mentored us in how to build a successful and thriving business.”
– Marisela
Strategic Changes That Accelerated Growth
With the right support system in place, Marisela expanded her approach to serving clients and generating leads.
Key initiatives included:
- Adding ancillary products to better serve client needs
- Expanding beyond Medicare-only conversations
- Hosting lunch and dinner educational events
- Developing a more consistent lead generation strategy
The educational events proved especially valuable, helping create a steady pipeline of qualified prospects.
“It took about 6 months to start seeing a consistent flow of leads when we began hosting the lunch meetings.”
– Marisela
While results started appearing before then, the six-month mark was when momentum became consistent and predictable.
The Results: 100% Production Growth and Double the Income
The impact on Marisela’s business has been significant.
Since partnering with Tidewater, she has achieved:
- 100% increase in production
- Doubled household income
- Consistent lead flow
- Expanded product offerings
- A thriving and sustainable Medicare business
What began as a business producing only a handful of applications each month has evolved into a growing operation supported by strong systems, mentorship, and effective marketing strategies.
“We have doubled our income since starting with Tidewater!”
– Marisela
More Success Without Sacrificing Family Time
For Marisela, the results extend beyond business growth.
The increased efficiency and stability of her agency have provided something equally valuable: more freedom to enjoy life with family.
“We have doubled our income since starting with Tidewater!”
– Marisela
That balance between professional success and personal fulfillment is one of the outcomes she values most.
Advice for Other Agents
For agents considering Tidewater Management Group, Marisela offers a straightforward recommendation:
“You can trust Tidewater with your business and be confident that they are always working on your behalf!”
– Marisela
Key Takeaway
Marisela’s story demonstrates the power of having the right support system, mentorship, and business strategies in place.
By combining strong agent advocacy, expert guidance, modern technology, and proven lead-generation methods, she transformed a business that was producing just 0-2 applications per month into a thriving Medicare practice with 100% production growth and double the income.
Her journey is a reminder that agents don’t have to build their business alone. With the right team behind them, sustainable growth is possible.
“Our business is thriving, yet we have more flexibility to enjoy life and spend time with our children and grandchildren.”
– Marisela L., Lawson Insurance Services