Mother-Daughter Medicare Duo: How to modernize a Medicare business by automating the most time-consuming parts
In this episode of the Medicare Agent Podcast, host Sarah Jacobson speaks with mother-daughter duo Nancy and Jessie from Medicaregiving in Chicago. They discuss the ins and outs of running a family business, streamlining their process, and focusing on education and personal touch to achieve a near-perfect retention rate.
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.
Learn more at - https://www.thefairstreet.com/
Key points and time stamps:
[00:07:15] Why education matters
[00:09:00] Streamlining processes during AEP
[00:12:48] Family business advice
[00:22:13] Quarterly Newsletter and Personal Touches
[00:25:11] Streamlining prescription information collection
Quotes from this episode:
"I would say the thing I'm most proud of is that our business is built on educating our customers and helping guide them through the maze of the Medicare process." - 00:07:15
"Those people refer their customers to us because they're going, a lot of them are retiring and they're dealing with that level of expertise, but constantly bring up Medicare and how confusing it is." - 00:15:06
"Those personal touches, I think, just keep us fresh on their mind throughout the year." - 00:23:22
"Creating videos that go over some of our most commonly asked questions so that we can, you know, if somebody comes back to us, we haven't talked to them in a few months, we can send them a quick refresher of our conversation, the big points." - 00:27:02
Entities mentioned:
Medicare Agent Podcast, Sarah Jacobson, Medicare Giving, Fairstreet, Medicare CRM, FMO, Medicare, AEP, Medicare Supplement, PDP, Medicare Advantage
Create your
podcast in
minutes
It is Free