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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! 


2020 ahip discount certification
OEP

Medicare Marketing Crash Course

Join the RBI team for “Medicare Marketing Crash Course,” a brand new event designed to help you get the most out of marketing!

When you sign up for “Medicare Marketing Crash Course,” here’s what you can expect:

 

  • Morning session: Understand Direct Mail, including designing, writing copy, choosing the best mail lists and more!
  • Afternoon session: Apply Direct Mail concepts to Medicare Marketing, including best practices, choosing the best mailers for your business, getting the best value for your money and more! 
  • Join Justin Bever, Director of Marketing for RBI, and Charlie Ferrell, National Sales Manager, for an information-packed day
  • Arizona Agents: attend in person at RBI’s office in Chandler, AZ.  Out of state? Attend via Live-Stream.  Registration below.

If you are not yet contracted, click here for a list of carriers. Call RBI at 1-800-997-3107 to speak to our sales team for more information!

 

  

 

 

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! 


2020 ahip discount certification
OEP

RBI Agent’s Advantage Blog: guaranteed to energize your business (updated 2017)

Agent's Advantage Blog

Meet the RBI Agent’s Advantage Blog Team:

  • Charlie Ferrell, National Sales Manager
  • Rob Bever, Director of Compliance
  • Bob Bever, RBI Founder/Managing Member
  • James Gramp, Sales Coordinator/Independent Agent
  • Elizabeth Spann, Senior Agent Contributor
  • Tom O’Neil, Senior Agent Contributor
  • Shannon Bever, Graphics/Freelance Copywriter
  • Rebecca Howard, Managing Editor

RBI’s Agent Advantage Blog:

Guaranteed to energize your business


We’re proud to be offering original, practical content through the RBI Agent’s Advantage Blog, updated to be easier to use than ever before. Now you can search posts with our keyword search, or click on related content by using the “tags.” As always, the blog is YOUR go-to for sales help, marketing support, Medicare information, and more! If you haven’t already, you can visit our blog page or sign up to get a weekly digest of the blog, just click here.

Blog Focus No. 1: Medicare agent training by experts, so you can become an expert!

Don’t read Medicare policy news from sources geared toward seniors, read it from the RBI Agent’s Advantage blog, written specifically for agents like you! Our Agent’s Advantage Blog team combines over 50+ years of Medicare insurance experience, so we bring you the latest in Medicare policy news, industry changes, and compliance issues. No more guessing about how these will affect your senior insurance business — our team breaks it down for you!

Have you seen the updated articles from National Sales Manager, Charlie Ferrell, about Medicare Supplements? What about this article by Director of Compliance, Rob Bever, which covers top compliance mistakes in MA home visits and how to avoid them?  Or you can stay up to date on the latest mergers and acquisition news that affects your business’ bottom line. Get involved in a different type of client base with Bob Bever’s post about how Hospital Indemnity can be right for your ACA clients.

Blog Focus No. 2: Practical sales training and advice to generate more sales.

We’re not here to get you to click on things. We’re here to deliver helpful information and actionable tutorials that you can implement right now to increase your sales.  Learn strategies for building a referral base within your clients, or building a partnership with other professionals in your community.

Want to multiply your revenue? Get your book of business in order and watch it stack up! Want to make sure you secure Medicare Advantage and Medicare supplement commissions? In an ever-changing retirement climate, it’s important to have the best information! Our advice on preventing disenrollment from month to month? Read how to get it done here.

Blog Focus No. 3: Marketing support/learning opportunities grow your business beyond AEP. 

RB Insurance Group specializes in helping agents sell year-round as a career agent. That means making marketing support available year-round too! Whether you need to watch some of our video roll-ups on our blog, or you are more of a word-nerd and prefer articles, or you want to participate in our live Medicare Intensives, the blog has all the details.

Learn more about Special Election Periods, community marketing and selling complementary senior insurance products to your Medicare Advantage clients.

Blog Bonus Content: Stories from the Field by RBI Contributing Agents

RBI Founder, Bob Bever, shares stories from his 30+ years in the field, including the simple strategy that helped him submit 1,800 applications during his best AEP. Our other agent contributors include 6 Hours to 6 Figures author Brandon Clay, as well as top producing agents in some of our major markets.

Like what you see? Click here to register for the weekly round-up email from RBI! Want to learn more about our contracting opportunities? Click here for a list of our carrier-partners.


Updated 3/20/2017; originally published 10/8/2015


2020 ahip discount certification
OEP
Medicare cost-sharing

RBI: A Different Kind of FMO, or How RBI Works for YOU! (Part 2 of 2)

Justin Bever

Director of Marketing: Justin Bever

Author Bio: In his 9 years since joining the family business in 2008 as a Broker Support Representative, Justin has made innovation his top priority. Justin is passionate about bringing technology into agent’s toolboxes, and has developed tools such as a direct mail program for lead generation (2011); Medicare Compare (2013), an online tool for beneficiaries complete with its own brand identity; and the Medicare Sales Engine (2014), a fully integrated Client Relationship Manager for agents.  Justin’s most recent accomplishment is the Agent Market Edge (2016), an online portal that integrates RBI and their print + fulfillment partners to make marketing accessible to agents. When he is not leveraging technology to produce exciting new tools for agents, Justin’s hobbies are skiing, hiking, and cooking exquisite meals in the company of his high school sweetheart and wife, Cassie.

RBI: A Different Kind of FMO

or How RBI Works for You!

Director of Marketing: Justin Bever



As we talked about last week, the essentials of an effective FMO relationship comes down to this simple question: does your FMO save you time and money? The RBI answer is a resounding YES. When you’re done reading today, you’ll have all the facts about what makes RBI a different kind of FMO, and how RBI works for you! Here’s a quick breakdown:

We save you time with our innovative tools, to help you be more efficient.

RBI specializes in developing proprietary tools to make your life easier! We created a one-stop shop for contracting, to streamline your portfolio: choose as many carriers as you want, and get started.  Our RBI contracted agents have access to the Medicare Sales Engine, our CRM tool for RBI-contracted agents. This free, 100% HIPAA compliant system enhances your daily planner, client files, and turns your phone into a mobile office. We have some of the most dedicated staff in the industry and they know their stuff!  Our team is constantly evaluating and updating our tools based upon feedback from our agents.

What does this mean for you?  Well, it means that when you use one of our tools, you get certain guarantees. First, you’ll be able to get a hold of our team for questions, just by calling our toll-free number. Second, you can participate in our live training for our tools, or watch our training videos on your own time. Lastly, if you have a great idea on how a tool could be better and let us know, it actually gets implemented.

We save you money by getting you the best prices.

RBI Team

The RBI Team: We Work for You!

Of course, we don’t stop there – after all, saving you time means saving you money too! Our Agent Market Edge portal integrates with our print and fulfillment partners, so you get access to exclusive pricing. Not only will you get great deals you can’t find anywhere else, but your marketing credits automatically appear in your account. Marketing credits, you say? Direct agents earn $125 in marketing credits for every 5 Medicare Advantage sales. Click here to see how it works. Have an agency? Agencies can participate too, at different rates — call for details!

Not sure what you need to meet or exceed your business goals?  RBI has a fantastic team that can help you evaluate where you are now to find out how to get to the next level! We start with a one-on-one appointment with one of our experts, then build a custom marketing plan to achieve your goals. Our plans use the MAPS method to make sure your plan is Measurable, Actionable, Profitable and Scalable.

In addition to print and fulfillment discounts, RBI partners with you in other ways. When you contract with RBI, you earn the maximum commissions on all contracts. We also offer discounts on your annual AHIP certification as well as E & O Coverage.

RBI is different than other FMOs, because RBI works for you.

Our agents deserve the very best that we can offer them.  RBI takes this very seriously, and when you contract with us, we commit to making your goals happen for you. So let’s get back to the basics. What sets RBI apart from the rest? Simple. Your business is worth more with us, because we work for YOU.

RBI works for you – by offering contracting with a wide variety of carriers throughout the United States.  To get started, call our office at 1-800-997-3107 and speak to our contracting department! Check out some of our training videos by clicking here.



2020 ahip discount certification
OEP

Your FMO Should Work for You (Part 1 of 2)

Justin Bever

Director of Marketing: Justin Bever

Author Bio: In his 10 years since joining the family business in 2008 as a Broker Support Representative, Justin has made innovation his top priority. Justin is passionate about bringing technology into agent’s toolboxes, and has developed tools such as a direct mail program for lead generation (2011); Medicare Compare (2013), an online tool for beneficiaries complete with its own brand identity; and the Medicare Sales Engine (2014), a fully integrated Client Relationship Manager for agents.  Justin’s most recent accomplishment is the Agent Market Edge (2016), an online portal that integrates RBI and their print + fulfillment partners to make marketing accessible to agents. When he is not leveraging technology to produce exciting new tools for agents, Justin’s hobbies are skiing, hiking, and cooking exquisite meals in the company of his high school sweetheart and wife, Cassie. 

Your FMO Should Work for You (Part 1 of 2)

Director of Marketing: Justin Bever



We get a lot of calls at RBI from agents that find us online and they tell us the same story: I’m struggling to make the sales that will set me up for success long term.  When we ask what kind of support these agents are getting from their upline or FMO, many times the answer is a “they call me before AEP but not the rest of the year.” Another favorite answer is “they call me all the time, but when I need help, they don’t return my calls.” Oftentimes the response is a simple “my FMO doesn’t support me at all.” At RBI, we think that’s unacceptable, because an agent that isn’t getting the support from an FMO, is an agent that won’t be effective at making sales. In other words, your FMO should work for you!  Here’s 5 secrets that you should keep in mind when evaluating your FMO relationship, because you are worth it!

The 5 secrets your FMO never told you:

  1. Training is king. As agents, your ability to be effective in the field is directly related to your sales ability. Your FMO should know this, and be actively supporting you to be a stronger agent. Are you a part of a FMO that has industry knowledge to help you grow? What about training opportunities?  Do you have access to tools to expand your expertise?
  2. Look for measurable benefits. When you think about any business goal or relationship, it’s important to think in terms of measurable benefits. As a small business, you know that your time is worth something. So put your relationship with your FMO into those terms too. Does your FMO save you time or money? Does your FMO enable you to be more efficient in how you allocate your resources? Does your FMO provide you tools that help you to save money?  Is there training available to help you grow your business?

    Your FMO Should Work for You

    If your FMO is a megaphone, is it getting your message across?

  3. Marketing support is a must! Though many agencies claim to be a “Field Marketing Organization,” very few actually provide REAL marketing services to agents. If you are the only one marketing your business, your ability to bring in new sales is going to be very small. Your FMO should work for you, amplifying your marketing efforts so that your reach is broader, deeper, more effective. Picture your FMO as a megaphone – is your megaphone working?  Are you talking into the right end?  Is it pointed in the right direction?  Is it a big enough megaphone to be effective?
  4. Ask about Compliance Support. As much as we talk about compliance in the Medicare insurance industry, it’s an area that agents often overlook in an FMO relationship. Having a compliance resource on call is a powerful way to protect both yourself as an agent, as well as your clients’ best interests.  Are you getting the most out of the resources available to you? Can you call with compliance questions? Does someone from your FMO look over your postcards and letters to make sure you’re compliant? Does your FMO handle any allegations on your behalf, or are you on your own?
  5. Focus on Customer Support. When you call your FMO, do they answer the phone? Are you able to get answers to your questions or do you get the run-around? If they need to call you back, do they follow up in a timely manner? Does your FMO advocate for you with carriers?  Your FMO should be fun to work with, and should make your life easier!  If they are not, it’s time to take a serious look at why you are sticking with that relationship.

We Make It Happen For You!

At RBI, we take the trust that our agents have in us very seriously.  Your success is our success. Stay tuned, as next week we will talk about how RBI is committed to being a different kind of FMO!

 To find out how RBI will pay for the cost of your AHIP, click here. Interested in getting started on contracting? Click here to see a list of carriers, or call us at 1-800-997-3107 to speak to one of our expert sales team!



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!

7 reasons to make The Agent’s Advantage your go-to resource

The Agent’s Advantage, RB Insurance Group’s official blog, is updated almost daily for you to read on your computer, phone or tablet between appointments or as you get Ready to Sell for AEP. Here are seven reasons why you should make it your first stop for senior insurance sales news and special promotions.

1. Don’t sweat AEP. The Agent’s Advantage is your go-to for carrier-specific information and instructions during the busiest time of the year for senior insurance advisors. Learn more about our Medicare Sales Engine, a powerfully simple system you can use to manage your insurance business. Request your account today and start communicating with your Leads and clients like never before (By the way, its completely free for affiliated agents!).

2. AEP is not the only time for sales when you’ve got a portfolio of products. Learn how to take advantage of clients’ Special Election Periods to get the most out of your Medicare Advantage products, but don’t stop there. Appoint with best-selling Medicare Supplements, take on Hospital Indemnity or even add dental coverage to your portfolio to meet all your clients’ health needs and earn commissions year round.

3. Receive fewer emails. While some information belongs in your Inbox, such as your contract statuses and commission payments, others don’t need to take up such valuable space. We invite you to scroll more and sift less — you’ll get one weekly roundup of content each week when you subscribe to The Agent’s Advantage, and our easy to browse content may make you want to cancel some of your other subscriptions.

4. Expert sales advice from Senior Broker Tom O’Neil. Tom’s here to share wisdom he’s accrued during his 20-plus years in the industry. Writing weekly about best sales practices and simple ways to go the extra mile, Tom is also available to meet with RB Insurance-affiliated agents whenever they need help. If you’re in the area, make an in-person appointment at our Chandler office or simply call (800) 997 3107 to speak with him, one-to-one, on the phone. Email him here.

5.  Start a conversation with us. Like what you’re reading or want to learn more about something we’ve covered? Care to join our editorial staff and share your professional insight? Simply fill out our Contact form or Follow us on LinkedIn to let us know!

6. Find you authentic sales voice with Brandon Clay and learn what you need to sell to earn 6 figures. Every Tuesday, bestselling author and veteran sales coach Brandon Clay shows you how to approach sales with confidence, make the most out of marketing tools and build a portfolio that increases renewals and referrals to strengthen your business and grow your income. As you serve, you deserve!

7. Look no further than The Agent’s Advantage for regulatory news. We pay close attention to CMS, HHS and even Capitol Hill to help you navigate regulatory changes and announcements. Count on us for easy to digest Medicare, Medicaid and Affordable Care Act news that speaks directly to you as an agent.

Subscribing is easy — just click here.

How to read The Agent’s Advantage blog

You’ll still get emails from us regarding your contracting and application statuses, though many of the news emails you’re used to receiving will now be posts you can view right here. You can always navigate directly to our blog on your computer, smart phone or tablet to keep in touch without having to log in to your email.

All-new carriers page with fast-track contracting opportunities coming soon

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