Webinars Archives - Page 3 of 3 - RB Insurance Group, LLC

Welcome to RBI and Medicare Compare. Several people have asked me why we have two names and simply put, we have two purposes/marketing strategies. RBI markets to agents as a Field Marketing organization (FMO) where “We Make It Happen For You” and Medicare Compare is our consumer facing brand.

I thought now would be a good time to share a little about RBI. Our roots as well as where we are headed and what we have to offer agents.

We began as Robert Bever Insurance in 1981 when our founder, better known as Bob, began selling Medicare plans independently. Working out of a pickup truck, he drove hundreds of miles a month as he wrote business throughout the state of Arizona. Bob started his agency in 2004 with a handful of agents. After enrolling over 15,000 members with APIPA during Part D’s first year we officially became RB Insurance Group in 2006 and set up shop in Tempe, Arizona. Bob is joined in the office by his wife Donna and their three sons; Rob –Compliance Director, Jesse – our Chief Technology Officer and guru, and Justin – Marketing Director. In 2014 we moved our home office to Chandler, where our staff supports our agent partners by leading virtual and in-person training opportunities, developing our own technology and providing customized marketing services.

Since we are a marketing organization, we have several tools available to our agents that are unique to RBI. First, we print and design all of our own Direct Mail Marketing in-house, literally. In 2014 we developed an on premise professional print and fulfillment house where we print and deliver mailers and flyers for our agents. We also design and execute marketing campaigns for our carriers when called upon.

Once we print and mail those pieces out, clients return the Business Reply Cards to our lead processing center. There they are scanned and uploaded directly into our agents MSE (Medicare Sales Engine) account for instant access. The Medicare Sales Engine was also developed in-house and we provide this free of charge to all our agents.

Our dedication to your success doesn’t stop there though. We’ve partnered with thought leaders in the senior market like Brandon Clay, whose 6 Hours to 6 Figures Training Program provides the playbook to turn fledgling agents into Senior Insurance Advisors earning six figure salaries. If you can have more income streams from the same number of clients, your income stream can go up dramatically with very little effort if you ask just a few more questions. To quote Brandon, “As your Serve, you Deserve.” No one is more deserving in our eyes than our talented advisors.

We are driven to develop all of these tools and create these programs because we deliver whatever you need to be successful in this business, We Make It Happen For You. That’s our mission. With us, you will work with best-selling Senior products and ancillary services.

Affiliated Agents who would like additional information are invited to learn more about these and other programs in depth during our webinar next Thursday, March 3rd. (We couldn’t tell you everything now could we!)

Please register for Welcome to RBI Webinar on Mar 3, 2016 11:00 AM MST at:

https://attendee.gotowebinar.com/register/3949318596447374337

Wondering about marketing opportunities? Well it’s time to “Get out there and market yourself! (Part One)” Here’s my first post in a series of three about different kinds of events you can be a part of to market your senior insurance business.

I’ve got a buddy who’s been a successful senior insurance advisor here in Arizona for the past 20 years who just refuses to schedule or participate in any type of educational events. He likes to say his wife’s the social worker, not him.

I’ve attempted to change his mind about how valuable this type of marketing is — and it is marketing — but he just can’t see it. I have regaled my agent friend with the example set by a successful Las Vegas agent I know who only does educational event meetings to market himself. This guy works home and office appointments gleaned from those encounters all year long. My Sin City agent friend does at least two events a week and has contacts with just about every professional, fraternal, veteran and charitable organization in the county.

His CMS-regulated business consists of about 50 percent Medicare Advantage and about 50 percent Medicare Supplements with a Part D plan. He loves presenting final expense and add-on hospital indemnity products. Not bad for an agent who’s a senior himself. He never leaves a venue until he has answered every lingering question, and he tells me he goes through more than 500 business cards a month.

“What?” you say, “you can’t sell or market at an educational event?” You are absolutely correct! The Medicare Marketing Guidelines tell us specific CMS-regulated products cannot be sold or discussed at these events (Here’s a much shorter compliance cheat sheet). While CMS does not require formal registration for these events, they are regularly evaluated by Secret Shoppers.

No marketing activity is allowed at educational events like those my Las Vegas friend puts on. What does that mean? It means you cannot steer to a specific plan, hand out marketing materials, gather Scopes of Appointment or Permission To Call forms.

So how does this agent generate leads and referrals from events?

He or she makes an announcement at the end of his or her formal presentation. Something like this does the trick: “This is an educational event, so I can’t put my business cards on the table, but some of you have asked for one. I will be at the back of the room as you leave, so if you want a card just ask. If you have any other questions just give me a call — I don’t charge for advice!”

That’s all it takes to successfully market yourself at educational events.

For more detailed training on conducting compliant and profitable events, our affiliated agents can call me at 1-800-997-3107 or email me. I don’t charge for advice, either.

Next week, I’ll tell you more about informal sales events, stay tuned!

Want to get more information on how to market yourself? We love helping you out! Give us a call at 1-800-997-3107 or watch this great webinar! Sign up for the “Make Community Marketing Work for You” webinar and go even further!