You’re always on the go, managing client relationships, staying ahead of industry needs and trying to grow your book of business – sound familiar? As an insurance agent, you chose a demanding career that at times may feel like it requires a never ending to-do list to reach your goals. While staying ahead is great,
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Proprietary legacy planning service fully integrates with Integrity’s end-to-end suite and empowers agents to more holistically serve their clients and help them leave a lasting legacy Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the company-wide launch of Legacy Safeguard® and …
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 …
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 …
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 …
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 …
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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Medicare Advantage & Part D
June 21, 2023
AHIP: Everything you need to know
Welcome to the 2024 AHIP season! Tidewater is here to ...
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