Video: Medicare Marketing Madness Roll-up

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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.


Video: Direct Mail Madness Roll-up

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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! 


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Video: Make Community Marketing Work for You Roll-up

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Did you miss Webinar Wednesday? Instead, watch Make Community Marketing Work for You Roll-up!

If you’re not known in your area as the authority on all things Medicare, this webinar is for you! We want to help you grow to be the person in your neighborhood that everyone goes to with questions…and of course, the agent who enrolls these members! To get you to this goal, we’ve prepared this week’s Webinar Wednesday to cover how to take charge of your education efforts, become an expert at working in the field, and start earning the trust of your community. Did you miss the webinar? We’ve got you covered with the Make Community Marketing Work for You Roll-up!

Make Community Marketing Work for You Roll-up

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

Not sure how to get started? Take the first step by clicking here to watch the full recording. Then take a look at our carrier-partners to get started contracting.

If you have additional questions, call RBI at 1-800-997-3107 to speak to our amazing team! 




Video: Agent Market Edge Basics Roll-up

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Did you miss Webinar Wednesday this week? Don’t worry, we’ve got you covered with Agent Market Edge Basics Roll-up!

You look like a person who loves getting a great value for your money, without sacrificing quality.  We are too!  That’s why we have partnered with print and fulfillment companies to bring our agents exclusive pricing on marketing!  When you contract with RBI, you get access to the Agent Market Edge online portal, where you can watch your marketing credits stack up, and plan flyers, mailers, business cards and more! If you haven’t heard how it works, don’t despair!  Watch our Agent Market Edge Basics Roll-up and get the short-and-sweet.

Agent Market Edge Basics Roll-up

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

Want to get the full details? Click here to watch the full recording! If you would like to get access to our bargains and marketing co-op dollars, click here to get started contracting!



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Video: Marketing for Success Roll-up

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Did you miss Webinar Wednesday this week? Catch up by watching our Marketing for Success Roll-up, below!



We couldn’t close out the work week without telling you about our fantastic Webinar Wednesday topic this week! If you’ve been following along on our webinars, you’ll know that we love bringing you amazing (and useful!) content to help you improve your sales! Our Marketing for Success Roll-up is here to tell you exactly what you need to know in order to increase your ROI on marketing!

Many agents think about marketing on an as-needed basis.  The problem with approaching marketing in such a haphazard way is that there is no way to track your results. Instead of practicing the “RAM” method of marketing, RBI is here to help our agents follow the MAPS method.

What is the RAM method? Random Acts of Marketing

What is the MAPS method? Building a marketing system that is Measurable, Actionable, Profitable and Scalable.

Watch our roll-up below for more information!

Marketing for Success Roll-up

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

Like what you heard? Click here to watch the full recording of “Marketing for Success.”  To learn more about how RBI can help you be a better agent, click here.

Want to get started? You can see a list of all our carrier partners by clicking here. For more details, call us at 1-800-997-3107 and speaking to our experienced sales team!   



Video: The Power of the Portfolio Roll-up

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Did you miss Webinar Wednesday this week? Catch up by watching our The Power of the Portfolio Roll-up, below!



Do you know how to make your contracts work for you? It’s not uncommon for agents to only contract with a single carrier or type of product. RBI wants to help you put more dollars in your pocket. If you are not sure where to start, watch our The Power of the Portfolio Roll-up below.

Cut back on stress during certification season, and build a portfolio that works for you.  Here’s what we covered:

  • Planning your sales around product types
  • Using Final Expense and Hospital Indemnity to find leads
  • Working with RBI can get you marketing support that you won’t find elsewhere
  • Join Justin Bever, Director of Marketing in our 60 Second Roll-up below for more details!

Reboot: Finding Dual Eligibles Roll-up

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

As you heard, there is a lot of opportunity to grow your business by being intentional in how you contract with carriers. If you would like to get more details, you can watch the recording of the Webinar Wednesday, by clicking here.

Click here to attend our event “Contracting for Success” to learn even more about how to build a portfolio that works for you! You can follow this link to see a list of our carrier partners and get contracted with additional product in your area.

Still not quite sure what’s next?  RBI has resources for you! Click here to sign up for our Medicare Marketing Crash Course on March 28.  Attend in person at RBI’s Chandler, AZ office, or join us via live stream!  Call RBI at 1-800-997-3107 to speak to our expert team! 


Video: Reboot: Finding Dual Eligibles Roll-up

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Did you miss Webinar Wednesday this week? Catch up by watching our Reboot: Finding Dual Eligibles Roll-up, below!



Our Dual Eligibles webinar was so popular we brought it back with this reboot! Dual Eligibles are a very under-served market, due in part to a lack of training for agents. RBI is here to fix this problem. If you are not sure where to start, watch our Reboot: Finding Dual Eligibles Roll-up below.

Here’s a few things you may not know about Dual Eligibles:

  • A Dual Eligible client is someone who qualifies for both Medicare (a federal program) and Medicaid (a state program).
  • Dual Eligibles have a year-round SEP, or Special Enrollment Period, which means they can be enrolled into a plan year-round.
  • Dual Eligibles are a very underserved community, with many members not fully understanding what help is available
  • Join Charlie Ferrell, RBI’s National Sales Manager, in our 60 Second Roll-up below for more details!

Reboot: Finding Dual Eligibles Roll-up

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

As you heard, there is a lot of opportunity to grow your business by serving this community. If you would like to get more details, you can watch the recording of the Webinar Wednesday, by clicking here.

Click here to attend our event “Contracting for Success” to learn how to build a portfolio that works for you! You can follow this link to see a list of our carrier partners and get contracted with a Dual Eligible product in your area.

Still not quite sure what’s next?  RBI has resources for you! Click here to sign up for our Medicare Marketing Crash Course on March 28.  Attend in person at RBI’s Chandler, AZ office, or join us via live stream!  Call RBI at 1-800-997-3107 to speak to our expert team! 


Video: Medicare Sales Engine Basics Roll-up

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Did you miss Webinar Wednesday? Check out our Medicare Sales Engine Basics Roll-up below!

We’re winding down the week here at RBI, but can’t let you head into the weekend without going over what you missed! Webinar Wednesday this week covered RBI’s own FREE CRM and how it can help you grow your business! Here’s the Medicare Sales Engine Basics Roll-up with what you need to know:

Did you know that the typical agent uses multiple CRMs to manage their leads and clients?  At RBI, we think that’s too much work. That’s why we built a custom CRM system for RBI agents to manage their business easily! This week Rebecca Howard, Sales Coordinator with RB Insurance Group, walked us through the Medicare Sales Engine. Top takeaways? Track your commissions, get easy follow-up for your leads, and increase your conversion rate from leads to clients. Additional things we love? Fully HIPAA compliant, real-time user help. Staying in touch with your clients is now a breeze, making client retention fast and easy. Best of all, it’s streamlined to work across internet browsers and devices.  Watch the Medicare Sales Engine Basics Roll-up now!

Medicare Sales Engine Roll-Up

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

Did you like this Medicare Sales Engine Basics Roll-up? You can watch the recording of the whole “Medicare Sales Engine Basics” webinar by clicking here. Simply input your information, and click “register.” The recording will start to play automatically.

Would you like to get access to the Medicare Sales Engine and other great agent tools?  Get contracted today and you’ll be able to use the FREE Medicare Sales Engine right away!  Click here for a list of our carrier-partners, or call us at 1-800-997-3107 today to get started! 


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Video: Medicare Supplements 201 Roll-up

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Did you miss a Webinar Wednesday? Check out our Medicare Supplements 201 Roll-up below!



The last two weeks we have focused on Medicare Supplements. We are going to join Charlie Ferrell, in our Medicare Supplements 201 Roll-up! But first, here’s a quick summary of what we covered.

Building on our Medicare Supplements 101 webinar from last week, we went deeper this week to understand the differences between Guaranteed Issue and underwritten policies. Guaranteed Issue pays less than underwritten business, while underwritten business helps keep rates low. Carriers can still deny an application with all “No” answers to health questions. Having a mixture of Guaranteed Issue and underwritten policies is a great way to structure your sales. And since 42% of Medicare Supplement policies have been written in the last 3 years, it’s important to make sure you are quoting the best plans. Use the quoting tool inside the Medicare Sales Engine to get answers!

Medicare Supplements 201 Roll-up

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

Did you like this Medicare Supplements 201 Roll-up?  If you want to learn more, register to watch the full recording of the Medicare Supplements 201 webinar, by clicking here.

If you’re interested in going further with Medicare Supplements, sign up for our live Medicare Intensive class “Contracting for Success.”  Live out of state? Register for our simulcast option!

Video: Medicare Supplements 101 Roll-Up

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Did you miss a Webinar Wednesday? Check out our Medicare Supplements 101 Roll-up below!


This week, we focused on Medicare Supplements: so here is Charlie Ferrell, in our Medicare Supplements 101 Roll-up! First, here’s a quick summary:

Most agents in the senior market are familiar with Medicare Supplements (Med Supps) at a surface level, but are you aware of the upcoming changes?  Medicare Supplements work alongside original Medicare Part A and B, to cover “gaps” in Part A and B. The advantage to working in Med Supps is that there is no lock-in period, like with Medicare Advantage. However, the most popular Medicare Supplement Plan (Plan F) is going away after January 1, 2020.  Now is the time to prepare for this change, by taking advantage of the resources and opportunities available through RBI. Watch below for a 60 Second Roll-up of the details!

Medicare Supplements 101 Roll-Up

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

If you would like to learn more about Medicare Supplements, click here.  Watch the full length recorded webinar “Medicare Supplements 101” by clicking here.

Want to get additional Medicare Supplement contracts? Take a look at the carriers we partner, or call us at 1-800-997-3107 today!