About the Author: With his signature common sense, quiet good humor, and brilliant customer service, Jim is an integral part of the RBI team — we’d go so far as to say we’d be lost without him! 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 2 years, and has worked at RBI for almost 3 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.
M.A.P.S. Method for Success: AEP Planning
You’ve probably heard us folks at RBI talk about M.A.P.S before and are probably wondering what a map has to do with Medicare. Look no further! When we talk about M.A.P.S, we’re referring to how we build our agents marketing plans, particularly for AEP. What does M.A.P.S. stand for you ask? At RBI, we believe your marketing plan should be:
M – measurable
A – actionable
P – profitable
S – scalable
This is by no means a one size fits all approach. We will sit down with you, analyze your business and what your goals are in regards to your Medicare business and will tailor it to your specific needs and goals.
But wait, there’s more!
Every 5 Sales Drive
In addition to helping you develop a successful marketing plan, RB Insurance Group will actually make your marketing dollars stretch further with our Every 5 Sales Drive. Here’s how it works:
Must be contracted with at least 2 Medicare Advantage carriers with RBI to participate
Earn $125 marketing credit for every 5 MA sales you submit with RBI as your upline
Credits roll over from month to month and across calendar years; you will never lose your credits!
Program available for direct contracted agents only
Similar programs available for agencies. Credit amounts will differ
You can keep track of your credits through the Agent Market Edge portal, which is RBI’s own marketing portal where agents keep track of their marketing credits and can purchase marketing collateral. We produce all of our marketing collateral through our partner, Touchstone Marketing, and are able to offer these services at steep discounts and wholesale pricing to our agents!
Watch our “Medicare Marketing Madness” webinar where RBI Director of Marketing, Justin Bever, shows you exactly what a successful marketing campaign looks like. Simply click the link above, register for the webinar, and the recording will start playing automatically!
Now is the time to develop your plan of attack for the upcoming Annual Enrollment Period! Don’t get caught off guard, give us a call to ensure that you have the most competitive products in your senior portfolio! 1-800-997-3107
https://www.rbi-group.com/wp-content/uploads/2015/08/SSDI-and-Medicare1.png400600Charlie Ferrellhttps://www.rbi-group.com/wp-content/uploads/2016/07/RBI_Logo-300x108.pngCharlie Ferrell2019-02-06 13:00:502019-02-28 09:00:20There are Just 24 months Between S.S.D.I. and Medicare Automatic Qualification
https://www.rbi-group.com/wp-content/uploads/2018/07/542d838281281-e1531943364531.jpeg320480Rob Beverhttps://www.rbi-group.com/wp-content/uploads/2016/07/RBI_Logo-300x108.pngRob Bever2018-09-06 15:27:032018-09-06 15:27:03S.S.D.Y. – Same Stuff Different Year - Here's Your 2019 AEP Checklist