We’re going to cover some of the top retention strategies for insurance agents that can be implemented with your current  book of business.Whether you’re just coming off the Annual Enrollment Period, Open Enrollment Period, or maybe you’re a life insurance or annuity agent; one of the greatest things that we can talk about in this

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Top Customer Retention Strategies for Insurance Agents in 2024

CRM stands for “Customer relationship management”. A CRM is beneficial for you because it can simplify and automate their entire insurance workflow. Basically, the CRM takes away the day-to-day task of manually entering data. The CRM will take care of that job for you and it will manage your leads, contacts, and analytics. We have compiled

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CRM for Insurance Agents: Top 8 platforms to utilize in 2024

Thanksgiving has arrived and the common question comes up with friends and family: What are you thankful for this year? Our Tidewater Management Group family is very thankful for a variety of reasons this year.  Adam KirkeyAccount ManagerAdam gets the opportunity to work with agents on a daily basis as a marketer. He is thankful

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Thanksgiving 2023: A peak at what Tidewater Management Group is thankful for

Table Of Contents Find vistaprint specials Purchase hardware like computers and printersIntegrity LeadCENTER promotions Purchase gifts for clientUse money to hire a part-time assistantTravel and hotel discountsSave more this Black Friday  Black Friday for insurance agents is a key time to find ways to save more on materials and other items that you might need.Since saving on

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Black Friday for insurance agents: How to take advantage on deals

Table Of Contents Send birthday, anniversary, condolence, get-well, and thank you cards.Follow up on December 8th about clients moving from a Medicare Supplement planHost a member appreciation lunchReach out before the end of March and remind about OTC benefits (over-the-counter)Give out magnets to your clientsSend out text messages, and emails during the Open Enrollment Period

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Learn how to maintain your current Medicare book of business

Table Of Contents Obtain a health insurance license, complete annual certifications Become an Medicare expert and help guide your clientsWork with an FMO like Tidewater Management GroupTMG Facebook groups offer support and guidanceProtect yourself with and get Errors & Omissions Insurance (E&O Insurance)Develop leads to gain success in the businessUse LeadCENTER to your advantage! Have you

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Medicare insurance agent: How do I get started?