Building a Medicare Business Plan with Michele Trimble
Michele Trimble shares her path to becoming a successful independent Medicare agent. With over 30 years of experience in the industry, Michele struck out on her own to build an independent agency focused solely on Medicare. In this episode, Michele talks about how she got started in Medicare, the process of writing a business plan and launching her own agency, and why having a great software system led to her agency's success.
The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built a successful business and what they wish they knew in the early days. FairStreet is a CRM for Medicare agents to run and scale their business. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. Learn more at www.thefairstreeet.com.
Bullet points of key topics + chapter markers
3:48 Creating the business plan
10:40 Referral business grows exponentially
21:43 Efficient data management is key
30:19 Persistence leads to success
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