Building Medicare Referral Partnerships from Scratch and Hiring Your Team with Justine Bell
On this episode of the Medicare Agent podcast, Justine Bell from Cedar River Insurance in Michigan, explains her journey from working in a non-profit to starting her own health insurance agency that now serves over 950 clients.
She explains exactly how she built referral relationships with financial planners, and how it helped launch her business (hint: cupcakes!). She walks through when she hired each team member and how to know that you’re ready to hire more staff.
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 their successful medicare businesses and how they get new clients for their medicare businesses.
FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use.
Key topics + chapter markers:
4:02 Caring for clients like family.
9:03 Referral business model for success.
18:04 Referral relationships are key.
25:50 Don't wait too long to hire.
36:48 Don't quit; keep trying.
37:17 Persistence leads to success.
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