The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...

Starting new client relationships can be stressful. You know very little about their business (since you just started working together), so it’s harder to apply your marketing knowledge. On the other ...

As an agency owner, one of my most significant challenges has been onboarding clients who are a great culture fit for my business. I’ve gone through so much trial ...