Video: Finding Dual Eligibles Roll-Up

Did you miss this a Webinar Wednesday? Check out our Finding Dual Eligibles Roll-up!


Now that AEP is over, are you struggling to know what’s next? If so, check out our Finding Dual Eligibles Roll-up!

Dual Eligibles are a largely under-served community of Medicare recipients who also qualify for Medicaid.  Dual Eligible clients are a valuable market for agents because they have a year-round special enrollment period or SEP.  If you don’t know much about Dual Eligibles, or would like to get started, we have resources to help you out! Join Charlie Ferrell, National Sales Manager at RB Insurance Group, to learn more. Watch the 60 Second Roll-up below!

Dual Eligibles Roll-up

Look for this symbol on all our new “60 Second Roll-Up” videos!

Dual-Eligible clients offer a great financial opportunity for agents who want to keep their AEP momentum going!  In addition, many agents say that their experiences serving the Dual-Eligible community has been a rich lesson in compassion. If you would like to get involved, click here to access a related blog post.  Finally, to watch the recorded version of the “Finding Dual Eligibles” webinar, click here.

Interested in getting started, but still not quite sure what’s next?  RBI has resources for you! Click here to sign up for our 4-part class “Dual Eligibles for Newbies” or call 1-800-997-3107 to speak to our team!   

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Introducing RBI Classroom


RBI Classroom: bringing you the best techniques and tools to grow your business

Introducing RBI Classroom, our brand new initiative to help you build your book of business by 5 sales per week!

Want to get to the next level in sales in 2017? We have all the tools you need to write 100 new sales over the next 12 months!

Here’s what you can expect:

Improved Blog Content — Our blog has always been full of helpful content, but this year we are taking it to the next level!  We have streamlined the blog with easy-navigation that makes it a breeze to get to the right content when you want it. Watch for articles with news about updates in CMS rules, best practices for compliance, stories from agents in the field, or action items that you can implement right now to expand your business! Join our blog to get the latest in training, marketing ideas, and more in your inbox every week.  You’ll be amazed how much you grow!

Weekly Webinars — Join us for the all-new series, Webinar Wednesday, where we train you on everything from the new and latest topics in Medicare, to the best ways to keep the forward momentum from AEP throughout the year. Explore all the options available to you with additional training in the Medicare Sales Engine, Agent Market Edge, and much more!

In-Person Classes — Want to go even deeper? Starting this month, January 2017, we are hosting Medicare Intensive seminars every month in our office, with the goal of equipping you with the best practices to take action on your goal of 5 new sales every week! Live and work out of state? Join us by live stream to get access to the same great content!

MAPS Marketing Plans — Our marketing team specializes in helping you to set goals that are Measurable, Actionable, Profitable and Scaleable: the MAPS Method! RBI Contracted agents can call for a personal consultation to review your business strategy and create a custom marketing plan to maximize your results. Led by our Director of Marketing, Justin Bever, our team brings technology into your toolbox with our additional online trainings and digital databases!

Still not sure how to move forward? Take action by calling our office at 1-800-997-3107 to speak to one of our experienced representatives about setting up an appointment for a MAPS marketing plan.

Upcoming Events:

Preventing Rapid Disenrollment

RBI Senior Sales Coordinator/Independent Agent: James Gramp

With his signature common sense, quiet good humor, and brilliant customer service, Jim is the other half of the RBI phone answering dynamic duo! An Arizona native, Jim manages agent relationships for the East Coast and specializes in the RBI agent tools, especially the Agent Market Edge. Jim has been a licensed health insurance agent for over a year, and has worked at RBI for 2 years. An accomplished bassoonist, he is known around the office for his amazing musical skills. In addition to keeping busy around the office, Jim frequently contributes to our blog, bringing a new agent’s perspective to the RBI online presence.



Take Action Tuesday: weekly action items to build a stronger business



Preventing Rapid Disenrollment


So you’ve enrolled an individual in a Medicare Health Plan, now what?  Luckily, being an agent that sells Medicare Health Plans, servicing your book of business is minimal compared to other industries.  But yet, many agents complain about not being able to retain business, especially dual eligible beneficiaries.

You should be keeping in touch with your clients throughout the year.  The most important time to follow-up is during the annual dis-enrollment period (January 1 through February 14), right after your clients are starting with either a new plan or a new set of benefits and copays.  There are a few different ways you can do this.  My personal favorite is sending them a letter thanking them for giving you the opportunity to be their health insurance agent.  You should be doing this for a number of reasons, but the biggest one is to make sure that your clients know you are there for them and remind them to give you a call if they have any questions regarding their insurance.  Another great way to keep in touch with your clients is to send them cards on important holidays like the Fourth of July, or their birthday.



“…Make sure that your clients know you are there for them and remind them to give you a call if they have any questions regarding their insurance.”



If you can show your clients that you truly care about their lives and aren’t just interested in making the sale then you will have gained a client for life.  I was fortunate enough to go on two appointments with Bob Bever (CEO at RBI) with two couples that have been his clients since the early 90’s. As soon we walked in, I could tell immediately how much this couple trusted Bob and viewed him as a long-time family friend (which at that point he certainly was). When you develop the level of trust between you and your clients to the point where they view you as a friend, there is almost a zero chance that you will end up losing them as a client.

Around the last week of September every year, your clients will be receiving ANOC (Annual Notice of Change) letters from their current carrier, which can sometimes work in your favor if the plan still has strong benefits.  Read Brandon Clay’s post about why you should be sending your own ANOC letter to your clients here.  There’s also a couple free samples of agent created ANOC letters you can download on Brandon’s post.

I know a lot of you are probably thinking, “You expect me to write and address over 100 letters to my clients?” Some of you may know already, but RBI can do that for you! We work closely with print and fulfillment companies and so are able to offer services at cost to our contracted agents, give us a call today to learn about other services we provide our agents!

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