Medicare Broker Marketing Templates & Sales Scripts: Free CRM Portal For Agents

Mar 19, 2024

If you’ve recently completed your state licensing exam for Medicare sales and you’re wondering how and where to start finding clients, reach out to Trusted American Insurance Agency for incredible back-office support, marketing materials, and a free CRM system!

So you want to sell Medicare but you haven't got a clue about marketing? Are you effective selling in the field but need help growing your business?

Partner with Trusted American Insurance Agency (TAIA) - the best field marketing organization for education, marketing resources, and business support for Medicare brokers. More details at https://brokers.taia.us/

Back Office Backup

TAIA offers you a suite of promotional tools and templates to help you maximize your sales revenue. Enjoy essential back-office support and training to help you as you scale your business.

Free CRM

The marketing tools form part of TAIA's customer relationship management (CRM) system – a free platform that helps you organize your client lists and improve your case management. The agency focuses its educational efforts and training sessions on products and sales techniques for the senior market, helping you meet the growing demand for Medicare.

Free Website

TAIA already supports over 6,000 agents in their Medicare ventures with free training, carrier seminars, and coaching to help them stay compliant in an ever-changing industry. They can help you too. Take advantage of the agency's website-building services which are free for the first six months. The team brings over 30 years of combined experience in the health insurance sector and is dedicated to helping you stand out in a competitive marketplace.

Marketing Templates

The A3 Dashboard allows you to download templates for social media ads, cross-selling letters, and seminar flyers alongside a library of sales scripts to improve your closing rates. The agent dashboard also features a free quoting tool to make you more efficient in the field. Other features include online application uploading, submission tracking, and analytics. A ticketed help center function means you can file instant requests for marketing support and case management assistance.

What Do I Need To Do?

Once you've completed your state licensing exams and AHIP certification, you can fill in a registration form via the TAIA website, complete your carrier training, and then receive your writing number. Simple!

A spokesperson says, “We have a dedicated team of marketing experts to help you market your business. We'll worry about Medicare marketing guidelines and compliance so you don't have to.”

No one knows Medicare sales and marketing like Trusted American Insurance Agency!

For more info, go to https://brokers.taia.us/


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