Posts

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



2022 AHIP
2020 ahip discount certification
OEP

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



2022 AHIP
2020 ahip discount certification
OEP

Video: Agent Market Edge Basics Roll-up

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!



2022 AHIP
2020 ahip discount certification
OEP

RBI Agents: Your Voice Matters

If there is one thing that we at RBI take seriously, it is how successful our agents are in meeting their business goals.  Your voice matters to us, and as a company, our ever-present goal is to provide you with the best services, tools, and resources in the industry.  That includes, at times, some soul-searching for ways to do better. So here we are, on the last day of January 2017, taking a look at what you have to say to us.

Taking a pulse of RBI AgentsYour Voice Matters

You may recall that at the end of AEP, we sent out a survey to all our agents, asking for feedback on how your AEP went, and ways that we could improve your experience with RBI. We also followed up with phone calls to every agent on our books, asking them the same questions. Questions like: “How many sales do you plan to make per month?” or “What can RBI do to earn more of your business?” and “Would you recommend RBI to other agents/agencies?” The response we got from our agents was amazing. So many of you took the time to speak to us, or filled out the survey on your own — and we are grateful!

We asked, you answered.

As with any survey, we got a lot of different types of feedback, from the laconic agent who responded with one word answers to the humorous (How can we improve? “Give me donuts”).  But the majority of your responses were thoughtful, and thought-provoking. You asked for things like “can I get more training,” or more marketing support, or pointed out carriers that RBI should pick up, so the agents could have the benefit of an FMO-advocate in that relationship.  And above all else, you asked for better communication, so that if we did offer training and so on, you would know what was available to you. We took all those responses and reflected on how we as a company could turn that feedback into action.

Your voice matters – and leads to actual change!

Here are some of the big changes that we have implemented for this year:

  • Webinar Wednesday: Now we offer weekly training webinars on Wednesday mornings at 10 AM MST, each one covering a different Medicare-related topic.  We limited these to about 30-45 minutes long, to be mindful of time-constraints for our busy agents. Join in by clicking here to see the calendar and register!
  • Medicare IntensivesNext we added in some live events in our office, to help out those agents who do better in a “classroom” setting. We formatted these to be a longer, deeper look into Medicare topics, and added in a simulcast option for agents that live out of state.
  • RBI Classroom emails: You may have noticed an increase in the emails you are receiving from us. We want to make sure you are informed about the ways we are available to help you, the tools and training that you can access. With RBI Classroom emails, you can see these resources and training in real time.
  • Additional Carriers + Changes in contracting: We are in the process of adding 10 additional carriers across the US, based upon your AEP survey responses. We also updated the way our contracting process works on our website, to make it even easier to get contracted with the right carriers.
  • Agent Market Edge + Promotions: We have updated the Agent Market Edge online portal with additional products and services, and expanded our marketing credits offerings.  We are developing and testing new compliant mailers for hospital indemnity, final expense and more!
  • Updated Blog Content: If you have been on our blog before, you know that we always strive to make sure it has tons of great content. But navigating on the blog has been difficult, so we have updated the categories and “related content.” Now finding what you’re looking for is much easier.
  • NEW Vlogging component: We recognize that not everyone is a “written word” person. And as one more way that RBI is going above and beyond this year, we are adding a video-log (“vlog”) segment to our blog.  This feature went live just a few days ago — we are extremely excited to expand this in the coming months!

What’s the bottom line?

We love our agents. And we want to do right by you. You asked us for meaningful change and we are doing our very best to make it happen for you. If you like what we are doing, please consider being a part of our family by contracting with us. If you are already contracted with RBI, don’t forget that if you refer an agent to us, you can participate in our marketing credit program!  See all the details here.

Finally, as part of our on-going efforts to be the best FMO around, we’ve created another survey to check in. Please take a moment and tell us how we are doing with our new programs! Click here to leave feedback or call us at 1-800-997-3107 to speak to one of our team!

Agent Market Edge – Your Marketing Solution

Many of you know that RB Insurance Group works closely with print & fulfillment companies and are able to provide print and fulfillment services at cost to our agents.  Which is why we decided to create the Agent Market Edge, an online portal for our contracted agents, where you can see all the products and services we provide our agents to help drive your business.

Not only can you see different products RBI can produce, the Agent Market Edge is where you can see how many marketing dollars you have earned to date as part of our new marketing program the “Every 5 Sales Drive.”

Here’s a quick preview of what the Agent Market Edge looks like when you log-in.  You can see the available marketing credit total in the top right corner of the screen.

Agent Market Edge Dashboard


For those of you who don’t know, here’s how it works:

  • For every 5 Medicare Advantage applications you submit under RBI, you will earn a $125 marketing credit
  • Credits roll over from month-to-month which means you will never lose your hard earned 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 $125 credit at the end of February.)
  • Program available for direct contracted agents only
  • Similar programs available for agencies but credit amounts will differ

Here’s a real life example of the “Every 5 Sales Drive”

We mail about 2,000 pieces a month for one of our agents who does about 40-60 enrollments per month.  When you look at the cost break down: $445 (price of 1,000 piece mailer) x 2 = $890.  40 enrollments x $222 (MA commission) = $8,800.  If you take into account the marketing credits he earned (40 enrollments = $1,000 in marketing credit) he is actually getting his two 1,000 piece mailers completely free. He did have to come up with the money for the original mailings, but after that he is able to get both of his 1,000 piece mailers for free every month.

There are all kinds of products on the Agent Market Edge that will help you grow your business, whether you’re trying to generate new business or if you’re trying to maintain your current book of business and work off referrals.  And if you want to use your credits towards an idea that’s not on the Agent Market Edge, just give us a call and we’re more than happy to accommodate you.

We commit to make it happen for you!

As part of our commitment to “make it happen for you,” RBI will actually help you create a custom marketing plan to help you reach your sales goals!  Keep an eye on our blog in the coming weeks for an article about how this works, or give us a call at 1-800-997-3107 for an in-depth look at RB Insurance Group’s MAPS method to success!