Save Big: Medico + USA Senior Care Network

Medicare SEP

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.

Save Big with Medico + the USA Senior Care Network

Medico is introducing a brand new program that is designed to save your client’s money. This new program, the USA Senior Care Network program, is a completely voluntary program designed to help save you money when you obtain inpatient services at a USA Senior Care Network hospital. Best of all, this new program costs absolutely nothing!

About the Program

USA Senior Care Network has contracted with hospitals across the U.S. to waive all or a portion of your client’s Medicare Part A deductible if they’re admitted into a participating hospital. This allows them to pass some of those savings on to your clients in the form of a $100 premium credit on their next months Medicare supplement premium payment. For a list of participating hospitals in your area, click here!

USA Senior Care Network

How do You Receive the Premium Credit?

Beginning on June 22nd, 2018, when your clients are admitted into a hospital in the USA Senior Care Network, show your new insurance card with the USA Senior Care Network logo on the back (mailed on June 7, 2018). When Medicare applies a Part A deductible to their claim, the hospital will waive all or a portion of that deductible and will notify your client that an upcoming premium payment will be reduced by $100.

There are two groups of policyholders who will not be eligible for this program:

  1. Medicare Supplement Plan A policyholders are not included, because Plan A does not pay the Medicare Part A deductible.
  2. For legal reasons, this program is not available in the state of Missouri.

Current Coverage

Your clients Medicare supplement policy will remain unchanged by this program. They are not required to use a participating hospital, and you can still go to any hospital you choose. Your clients can now access their policy information on Medico’s secure customer portal at www.gomedico.com or they can call Customer Care Center at 1-800-228-6080.

Medico offers a whole suite of products that are designed to protect your clients from a multitude of situations! If you would like to get contracted, or learn more about their product offering, give me a call directly at 1-800-997-3107!

Your FMO Should Work for You
Anti-Road Rage Music
Medicare Sales Engine Roll-Up

M.A.P.S. Method for Success: AEP Planning

RBI’s Senior Sales Coordinator: James Gramp

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:

AEP

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



Anti-Road Rage Music
Medicare Sales Engine Roll-Up
Medicare Supplements 201 Roll-up
Mark Email Addresses as Safe

Referrals: Building your referral network. Download this free white paper to learn

James Gramp

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.

Referrals: Building your referral network

Download this free white paper to learn today

RBI Senior Sales Coordinator/Independent Agent: James Gramp


Referrals

Good referral sources in your community is often just a matter of finding or sponsoring local events.

Have you ever wondered how some agents are so successful by only working off of referrals?  Being a recruiter for RB Insurance Group over the past few years, I have spoken with tons of agents all across the country, and also having access to our very own Medicare Encyclopedia, AKA Charlie Ferrell (RBI’s National Sales Manager), I think it’s safe to say that I’ve learned a few tricks of the trade.

Don’t spend a dime on a lead ever again

One of the biggest problems agents in our industry have is how to generate leads without breaking the bank. Trying to recruit agents back when I first got started in this industry, I would pitch RBI’s marketing services (read this article about RBI’s services!) and every once in a while the agent would say, “well that’s nice and all, but I strictly work off of referrals.”  Now I finally understand how they were able to build their referral network.

Not sure where to start? Start here!

In this white paper I give ideas of good locations that you can reach out to as well as a couple specific examples of how I approach businesses with the goal of establishing a relationship that will see your Medicare book of business grow.  I’ll walk you through exactly how and what I say to build your referral network. You’ll be on your way in no time!

Download this free white paper and watch your business grow

If you’d like to learn how I approach community marketing and what exactly I say to centers of influence to generate referrals, simply give us a call or leave us your contact info below and you will be able to download this paper right to your computer!

Let RBI teach you how to “own your own backyard” with Community Marketing. To get contracted today, follow this link or give us a call at 1-800-997-3107!


5 Quick Opportunities Now to Unlock Your Best AEP

RBI Sales Coordinator, West Region: Rebecca Howard

If you’ve ever called RBI’s 800 number, chances are good that you’ve spoken to Rebecca! With a background in health care and customer service, Rebecca’s journey to Medicare insurance is a relentless pursuit of the human story. Fascinated by interpersonal relationships, and passionate about treating everyone right, it’s no surprise that Rebecca joins us from the South. A transplant to Arizona from Georgia, Rebecca is a customer service expert and sales coordinator extraordinaire! Rebecca manages agent relationships for the West Coast, and loves training her agents in all the tools and services that RBI offers. In addition to her regular duties, Rebecca is a bit of a word nerd, and serves as RBI’s content editor for the Agent’s Advantage Blog and RBI Classroom.

5 Quick Opportunities Now

to Unlock Your Best AEP Later

RBI Sales Coordinator, West Region: Rebecca Howard


I know, I know. It’s only the first week of May — AEP seems so far away! But the truth is if you haven’t already planned out your marketing leading up to AEP, now is definitely the time to start. AEP is the busiest time of the year in our industry and a great way to avoid that last-minute rush and make sure you have a plan in place is to decide your goals now. Figure out how many sales you want to make first and then decide on a marketing plan. RBI has the tools to help! In fact, here’s 5 quick opportunities to take advantage of now and unlock your best AEP yet.

Number 5: Organize your existing businessUnlock Your Best AEP Yet

If you haven’t reached out to all the old leads in your books, now is also a good time to touch base with a final phone call and personalized letter. It’s also time to make sure that each of your clients’ needs are being met. Pick up the phone and call your clients, or consider sending out a postcard. Make sure that you are asking for your clients to think of you for any referrals. Not sure what to say? Click here and read some advice from the RBI team. Make sure you’re going through your records and reconciling any commissions at the end of the month or interactions inside the Medicare Sales Engine!

Number 4: Learn about additional products

If you’ve had a laser focus on one type of product, it might be time to diversify. One of the best ways to make sure you’re able to serve your clients’ is to be able to address multiple concerns they might have. Have you talked to your members about Hospital Indemnity? What about Final Expense? Does your member qualify for extra help or LIS? Learn about the portfolio approach and then get the product training you need. Check out our calendar to sign up for informative webinars or go back and watch one of our recorded sessions!

Number 3: Pick up additional contracts

Now that you’ve learned about the additional products that will help you better serve your clients, it’s time to pick up contracts! Processing contracts can take the carriers from just a couple of days to several weeks, so it’s important to get started on this in advance. Carriers tend to get backed up with contracting requests right before AEP as well. Don’t get caught in that mess, get contracted now and miss the rush! Click here to see a list of carriers, or request information here.

Number 2: Prepare for the AHIP

It’s that time of year again – AHIP comes out at the end of next month. Get a jump on studying for the AHIP now and be ready to take the exam right away!  Click here to sign up for our 2018 Ace the AHIP webinar and be sure to use our link and get $50 off the price of the AHIP course!

Number 1: Plan your marketing now

AEP is short. What’s the best way to make sure you are able to complete the maximum appointments? Get a steady flow of leads and line up your appointments in advance. RBI’s team loves to help plan this out for our agents. If you don’t know the best way to get that steady flow of leads, watch this recording. Consider hiring a part time assistant to help you set appointments. The better organized you are on the front end, the smoother your AEP will be in the long run.

If you aren’t ready to sell with the most popular plans in your area, let us help you get started! Call our team at 1-800-997-3107 or click here to start the contracting process! It’s time to unlock your best AEP.



Mark Email Addresses as Safe
Your Voice Matters
Medicare Supplements 101 Roll-Up
Agent Market Edge
Hospital Indemnity Roll-up

Looking for an Insurance CRM? 5 Reasons to love the Medicare Sales Engine

Charlie Ferrell

RBI National Sales Manager: Charlie Ferrell

Charlie started his senior insurance career after a brief 30-year stint in the restaurant industry. In the 12 years since then, he has been blazing trails and setting standards for excellence all over! A native son of Utah, he has been a state manager for RBI as well as a managing general agent for UHC, Coventry, Molina and other carriers! Charlie came to RBI as the National Sales Manager in 2015, and is an invaluable resource for our agents and staff for marketing, compliance, and sales topics! Charlie’s field experience with senior insurance sales has made him an expert in our insurance CRM: Medicare Sales Engine. If all of that wasn’t enough, Charlie specializes in the Dual-Eligible market and is leading the charge behind RBI’s new “Dual Eligibles for Newbies” seminars!

Insurance CRM

Looking for an Insurance CRM?

5 Reasons to love the Medicare Sales Engine

National Sales Manager: Charlie Ferrell


If you have been looking for a reliable, convenient and easy-to-use insurance CRM, look no further! Today I want to tell you more about RB Insurance’s flagship sales and lead management system: the Medicare Sales Engine (MSE). You may have already read about our Massive Response Mailers and partnership with Touchstone Marketing to bring you the best prices and deals on print and fulfillment.  Why are mailers and marketing connected to the MSE? Because we have seamlessly integrated your leads from mailers to the MSE! 

“So, RBI, what exactly is the Medicare Sales Engine?”

Simply put, the MSE is RBI’s proprietary CRM system to help our agents manage their leads, clients, commissions, appointments and much more! You can get a lot out of the MSE, especially if you really take the time to learn how to use all of the features.  Let’s take a closer look!

#1 – Built to serve senior insurance agents:

First off, when we began to develop the Medicare Sales Engine over 10 years ago, we started with our own group of senior insurance agents and asked “what would make your life easier?” As a result, the MSE is built around the needs of an agent who is out in the field selling, with features to make you more efficient and to cut back on your busy-work. You can view the Medicare Sales Engine on your tablet, phone, laptop, desktop – any device with an internet connection. With our on-going commitment to excellence, if you have a feature you’d like to see implemented in the MSE, you can call us and we’ll see about adding it to the MSE!

#2 – At-a-glance updates on your business

We recognize that your time is valuable, so we have made sure that the Medicare Sales Engine is very simple and easy to use. When you login, the first thing you see is your dashboard, a snapshot of your business. The dashboard breaks your business into clients and leads sorted by temperature, and displays information so you know exactly where you left off.  This helps you identify your next tasks, trends in your business, or areas of opportunity!

#3 – Seamlessly integrates with lead mailers

Remember when we said that the MSE seamlessly integrates with lead mailers?  Well, we have developed a partnership with Touchstone Marketing and one of the benefits of this relationship is behind-the-scenes system integration. What does this mean for you? Any leads from mailers you purchased from Touchstone Marketing will show up inside your Medicare Sales Engine account. All the lead response information from the mailer, and a copy of the mailer itself will be uploaded to your account. An added bonus? You’ll get an SMS text notification that you have new leads so you can start working on your hottest leads right away!

#4 – An Insurance CRM with the right price tag

Most insurance CRM systems have a drawback — whether it’s a must-have feature like tracking commissions, or the ability to upload your existing book of business, or a bit of sticker-shock when you see the price tag. With RBI’s insurance CRM, the Medicare Sales Engine is free to contracted agents. It’s that easy: when you’ve completed the contracting process, and are ready-to-sell, your MSE portal is generated. You can log in right away, and get started!

# 5 – HIPAA Compliant record keeping, free Quoting Tool, and more!

We only have time for 1 more awesome thing that the Medicare Sales Engine can do, so this one’s a combo. The Medicare Sales Engine is HIPAA Compliant so your records are protected. It’s easy to upload notes, applications, and other records to have an online back-up for your office. We recommend that you take a few minutes each day to update actions you have taken with each lead, such as calling to schedule an appointment. An additional feature that agents love is the built-in quoting tool.  The RBI quoting tool gets real-time CMS updates, so you know you’re getting the most recent information about product availability and pricing. You can use the quote tool to research best plans for your leads and clients, and add notes inside their record about special medical or financial considerations.

We love to talk about the MSE, so if you have any questions call us at 1-800-997-3107! You can also catch up on some of the basics by watching this recorded webinar. To learn more about the quoting tool, watch this recorded webinar.

The Medicare Sales Engine is just one more way that RBI commits to make it happen for you! Get contracted today to get your own free access to this fantastic insurance CRM!




Referrals maximize your medicare book of business
Market Yourself
Medicare Enrollment is a matter of time

Video: RBI Carrier Hall of Fame Week 3

Video: RBI Carrier Hall of Fame Week 3 (ICYMI)

Hey, you! We’re back again! As you know, this whole month we’re bringing you the scoop on our RBI Carrier-Partners with “Carrier Spring Training” month! It’s been a great month so far (we’ve definitely learned new things every day!) and we cannot believe that next week is our last week! The time certainly has flown by. If you missed the webinars this week and don’t have time to re-watch them, here’s the RBI sales team to break down the highlights of each carrier, and what they do for your portfolio. Watch the videos below: RBI Carrier Hall of Fame Week 3!

To start things off this week, we heard from Mutual of Omaha, on Monday! Then Tuesday, we had a webinar from GTL or Guarantee Trust Life, followed by RBI’s own Quoting Tool on Wednesday, and wrapped up the week with a presentation on SilverScript on Thursday! Our presenters this week — thanks a million: you guys are the best! — were Ken Colvard (Mutual of Omaha and SilverScript), Greg Esposito (GTL) and Brien Welch (RBI Quoting Tool). We watched these webinars and were so impressed with the knowledge base that they bring to the table, as well as some of the great new plans available to agents and members. There was a lot to go over, so here’s the four highlight videos from this week!

RBI Carrier Training Highlights Team:

  • Mutual of Omaha by Charlie Ferrell
  • Guarantee Trust Life by James Gramp
  • RBI’s Quoting Tool by Justin Bever
  • SilverScript by Rebecca Howard


Monday, April 17, 2017 at 9 AM


Tuesday, April 18, 2017 at 9 AM


Wednesday, April 19, 2017 at 9 AM


Thursday, April 20, 2017 at 9 AM

Video: RBI Carrier Hall of Fame Week 3

Look for this symbol on all our new “Carrier Hall of Fame” videos!

When you think about these three carriers, it’s important to understand how each brings something different into your portfolio. Whether you focus on Medicare Supplements, Hospital Indemnity or PDP plans, it’s important to have products that fit well together. And not just each other, but products that will serve the needs of your clients. In addition, this week you may have noticed a bit of a technology theme developing. Each carrier this week has a focus on making your life as an agent easier with online enrollments. And RBI’s quoting tool fits right into this theme. If you aren’t taking advantage of the technology and tools available to you at RBI, now is the time!

Watch the recording: Mutual of Omaha. Watch the recording: Guarantee Trust Life. Watch the recording: RBI Quote Tool. Watch the recording: SilverScript.

Click here to get contracted. Click here to see all our contracted carriers.

Sign up for the next webinars today! Click here to see the full calendar.

  • Monday, April 24 at 9 AM MST/12 PM EDT – “Hit a Fastball with Molina” Register
  • Tuesday, April 25 at 9 AM MST/12 PM EDT – “Be a Power Hitter with Cigna” Register
  • Wednesday, April 26 at 9 AM MST/12 PM EDT – “Be a Clean-up Hitter with Gateway” Register
  • Wednesday, April 26 at 10:30 AM MST/12:30 PM CDT – “Pitch a Shut-Out with Blue Cross Blue Shield of Texas” Register
  • Thursday, April 27 at 9 AM MST/12 PM MST – “Be a Hometown Slugger with Harbor Health Plan” Register
  • Thursday, April 27 at 10 AM MST/12 PM CDT – “Load the Bases with Allegian” Register

Subscribe to the RBI Agent’s Advantage Blog today!

Did you miss last week’s webinars? Watch the full recording: Aetna. Watch the full recording: United Healthcare. Watch the full recording: Humana.


All videos are for agent use only.



Limit free Medicare Advice
Referrals maximize your medicare book of business
Market Yourself
Medicare Enrollment is a matter of time

5 Ways to Empower Your Sales with RBI

James Gramp

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.

5 Ways to Empower Your Sales with RBI

Senior Sales Coordinator/Independent Agent: James Gramp


Our industry is full of Field Marketing Organizations that don’t provide anything in the way of marketing.  In other words, they hold your contract while they watch the sales roll in.  At RBI we believe your FMO should work for you by not only providing you the sales training you need to help you make as many sales as possible, but also partnering with your marketing. That’s why RB Insurance Group has developed one of the best co-op programs, and developed the tools and technology necessary for you to be as successful as you want to be! Here are 5 ways to empower your sales with RBI, because we want to energize your business!

#5 – Introducing the “Every 5 Sales Drive”5 Ways to Empower Your Sales

Every year CMS sets the maximum allowable commission on MA enrollments and we cannot legally pay you more per enrollment.  So how do we legally make your enrollments worth more at RBI?  We allocate marketing dollars for our producing agents so that we can reimburse their marketing costs.  Here’s how the “Every 5 Sales Drive” works!

  • For every 5 Medicare Advantage applications you submit under RBI, you will earn marketing credit
  • Credits expire at the end so make sure you make a MAPS plan to make use of all of your marketing credits
  • Marketing credits are handed out at the end of the effective date’s month (i.e. If you write 5 MA apps for a 2/1 effective date, you will be given your credit at the end of February.)
  • Program available for direct contracted agents only
  • Similar programs available for agencies, but credit amounts will differ

#4 – Print & Fulfillment Partners

We’ve partnered with Touchstone Marketing to provide print and fulfillment services at cost to our contracted agents.  Through the Agent Market Edge portal (RBI’s marketing website) agents can order materials to drive sales.  We get discounts and exclusive pricing on anything from business cards to tablecloths.

We generated and distributed over 12,000 leads to our agents and agency partners this past AEP alone.  Whether you are hosting an event that needs advertising or want to try some of our Direct Mail pieces we can help! Oh, and those Direct Mail pieces? We have guaranteed response rates on our tested mailers.

#3 – Technology and Tools!

Every RBI agent gets their own free account in our proprietary CRM called the Medicare Sales Engine (MSE).  This powerful tool lets you manage your current book of business as well as potential clients.  Here are some key features:

  • Built-in quote tool – with market data like rate increase/decrease history, lives insured, and market penetration
  • Sync appointments with your Google calendar
  • Receive leads in real-time via text and email
  • Two factor authorization for added security
  • 100% HIPAA compliance
  • Spend less time managing data and more time selling!


#2 – Training and Support

The biggest reason new agents struggle in this industry is inadequate training and lack of support.  We believe that every agent should have a business plan they can follow each day to help them reach their goals. At RBI we like to create a MAPS business plan with each of our agents.  What does MAPS stand for?

Your business plan should be:

M – measurable

A – actionable

P – profitable

S – scaleable

Charlie Ferrell, our National Sales Manager, has well over 1,000 enrollments under his belt and knows more about Medicare than most people know about themselves.  We host weekly webinars ranging in topics from how to effectively market in your community, specific cross-selling techniques, and in-depth product knowledge.  We pride ourselves on our knowledge of the Medicare Market and our ability to make a difference in seniors’ lives, as well as our agents.

#1 Reason to Choose RBI – Accessibility! 

We pick up the phone!  I know, I know, you were probably hoping for “free” leads or some other nonsense. It has been my experience that “free” leads are worth exactly what you paid for them… NOTHING!  On the other hand, I can’t tell you how invaluable our accessibility is, especially during AEP when dealing with an automated directory is frustrating to say the least.  We prioritize agents that are in an appointment and have questions about eligibility or coverage.  There’s nothing like losing a sale because you couldn’t get an answer to your client’s questions in a timely manner.

How is your FMO working to make it happen for you?  If they simply aren’t, maybe it’s time to re-evaluate that relationship.  Get contracted with RBI now and make the most out of your FMO relationship! Give us a ring at 1-800-997-3107 or visit us online.



Medicare Supplements 101 Roll-Up
Agent Market Edge
Hospital Indemnity Roll-up
Hospital Indemnity

Video: Medicare Marketing Madness Roll-up

So you registered for the Webinar Wednesday this week but couldn’t make it. (We get it, life gets busy.)

But just because you’re busy, doesn’t mean you should miss out on great advice! Watch this video Medicare Marketing Madness Roll-up to get the highlights in 1 minute!

Here’s just a few things to keep in mind with Medicare marketing, that Justin Bever (RBI Director of Marketing) highlighted:

  • As with any small business (but especially in senior insurance industry), marketing should be about getting your message in front of the most people compliantly, with the lowest possible cost.
  • The best bang for marketing bucks in Medicare is sending Direct Mail marketing. (Don’t know anything about Direct Mail? Watch now)
  • Direct Mail produces a consistent lead pipeline at an affordable and predictable price
  • The five key elements of Direct Mail marketing are the timing of your mailer, the mailing package (or type of mailer you choose), the copy or text, what the offer is, and the mailing list you choose.

And so much more! Watch the Medicare Marketing Madness Roll-up below now!

Now you’ve had the 1 minute sneak peak, click here and watch the full recording!

Don’t forget that next month starts our Carrier Spring Training month at RBI! Sign up to access the webinars! You can choose the webinars that are right for you by clicking here.


Joy of Canvassing
Limit free Medicare Advice
Referrals maximize your medicare book of business

Video: Direct Mail Madness Roll-up

Don’t you just hate missing amazing content? Now you don’t have to: watch Direct Mail Madness Roll-up now!



Have you thought about using Direct Mail to market your senior insurance business? Maybe you thought it was a lot of money for leads. Maybe you thought that it was too complicated for you. Perhaps you thought that tracking your investment would be impossible.  If any of these scenarios have you nodding along, you need to watch our 60 Second Roll-up “Direct Mail Madness Roll-up.” 

What are the things agents hate most about marketing?

  • Spending lots of money and not getting anything in return, or in other words, bad Return on Investment (ROI)
  • It’s tough to get the message to the right people, or targeting the message
  • Getting leads that are not effective

RB Insurance is here to help!  We de-mystify Direct Mail, and can help you determine ROI, targeting the right leads, and ultimately get leads that you can convert into a client for life.

Direct Mail Madness Roll-up

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

Now that you’ve got a taste for Direct Mail, you should watch the full recording! Then you should check out your Agent Market Edge account and get started today!

Don’t forget to sign up for next week’s webinar, which talks about how to use Direct Mail to grow your Medicare business. Check out our Carrier Spring Training series starting in April and get started contracting for the selling season! Call 1-800-997-3107 to get more details! 


Your Voice Matters
Medicare Supplements 101 Roll-Up
Agent Market Edge
Hospital Indemnity Roll-up

Celebrate Being Irish (or at least wanting to be!)

Celebrate being Irish

St. Patrick’s Day 2017

Let’s celebrate being Irish (or at least wanting to be!)

RBI Freelance Copywriter: Heidi


St. Patrick’s Day is here! Time to polish those shoe buckles, dig out Grandma’s famous corned beef and cabbage recipe, and tint the beer green! In honor of our favorite Irish holiday, we’ve rounded up an interesting collection of 17 random facts you probably didn’t know about Saint Patrick’s Day.

About the author:

Heidi  is our RBI freelance copywriter, and we are lucky to have her! She specializes in organizational/office shortcuts and tutorials for agents. Her zany sense of humor shows through in her Fun Friday contributions and her hilarious children are favorite visitors at the RBI headquarters.

— Image by © CORBIS

Number 1: March 17th, 461 A.D. is the date Saint Patrick died. St. Patrick’s Day is the Catholic celebration of his admission to heaven. In more recent years, it has been celebrated as a cultural holiday here in the United States. People of every background celebrate by claiming Irish ancestry for the day!

Number 2: Speaking of being Irish, Saint Patrick was not. He was actually born to Roman parents living in modern-day England. More specifically, Scotland or Wales (historians are still debating!)

Number 3: Saint Patrick is credited with driving all snakes out of Ireland. As legend goes, after being attacked by snakes during a 40-day fast, an angry (or perhaps “hangry?”) Saint Patrick chased the slithering serpents into the sea, forever ridding the land of their presence. Never mind the fact that there is zero fossil evidence to prove there ever were any snakes in Ireland- the climate is just too chilly. Most scholars consider “driving out the snakes” to be metaphorical. Regardless- no snakes! We think that sounds like a great place to visit!

Number 4: Why the booze? Saint Patrick’s Day originated as a celebratory feast. In his honor, most Christian churches lift the temporary dietary restrictions imposed by Lent. For that one day, it is permissible and encouraged to gorge and imbibe. And boy, do we ever…

Number 5: It is estimated that 13 million pints of Guinness will be consumed worldwide on March 17th. Approximately $425 million is spent by patrons on alcohol each holiday… and that’s before tipping the bartender. That is a LOT of beer.

Number 6: Despite all the green, Saint Patrick had a different favorite color. Most historical illustrations from that period depict him wearing blue.

Number 7: We hate to break it to you, but your odds of finding a lucky four-leaf clover are about 1 in 10,000.


Number 8: Cabbage, too! Corned beef and cabbage, anyone? Cabbage shipments spike 70% the week before Saint Patrick’s Day. Can’t find Grandma’s recipe? Try this one!

Number 9: Leprechauns are even stranger than you realized. In traditional Irish folklore, there is no such thing as female leprechauns, only males. We’re still trying to wrap our heads around this one…

Number 10: Shamrocks are not the official symbol of Ireland. Where did they come from? Saint Patrick used clovers as a metaphor for the Holy Trinity. They also grow all over the place in Ireland, contributing to the gorgeous green countryside.

Number 11: The harp is Ireland’s official symbol. It can be found on Irish currency, the presidential flag, state seals, uniforms and government documents.

Shamrock ShakeNumber 12: Still, marketers love shamrocks. Especially McDonald’s. Each season they bring back their famous Shamrock Shake. It has a cult following, with fan-created websites and mobile apps popping up to help you locate your nearest Shamrock Shake. We’re not kidding.

Number 13: So many calories. A large, 22-ounce McDonald’s Shamrock Shake contains 820 calories. That just about makes up for all the Lent fasting, right?

Number 14: Americans are a bit fanatical about Saint Patrick’s Day. Parades, parties, pub crawls, and green rivers. Yes, that’s right… the Plumbers Local 110 Union actually dyes the Chicago River Check out this incredible time lapse video of 2017’s dye job!

Number 15: Don’t worry, it’s harmless. Although the formula of the river dye is a closely-guarded secret, the formula has been thoroughly tested by independent chemists and has been proven safe for the environment. Phew!

The Plumbers Local 110 Union actually dyes the Chicago River green for St. Paddy’s Day!

Number 16: There are over 34.7 million Americans with Irish ancestry. That is nearly seven times the population of Ireland! You guessed it, Ireland is our nation’s second highest reported nation of origin, ranking only behind Germany.

Number 17: That probably helps explain why there are 16 US towns named after Ireland’s capitol, Dublin. Can’t afford an expensive transatlantic flight? Worry not! You can visit Dublin in Alabama, California, Florida, Georgia, Indiana, Kentucky, Maryland, Minnesota, Missouri, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, Texas and Virginia!

What a journey! Thanks for sticking with us! As always, RB Insurance Group wishes you a happy and safe holiday weekend!

Love St. Paddy’s for the parties? RBI loves parties too! If you want to join in a special party at RB Insurance Group, you should check out our RBI Agent Social! Stop by the office and meet the team or get started contracting here!

A traditional Irish Pub, we’d love to be there on St. Patrick’s Day!

Kayakers enjoying the weather on St. Paddy’s Day.

A look at the beautiful countryside in Ireland.

Saint Patrick used clovers as a metaphor for the Holy Trinity.