In the premiere of our new feed just for insurance and finance professionals, we're speaking with Tony Merwin, executive director of Avila Medicare Solutions and one of the founders of the 7,400-member Facebook group "The Insurance Syndicate." Join us to hear a fantastic lesson in data-driven decision-making and discover the surprising Medicare niche market expected to triple in size in only seven years, find out the data sources that will help you uncover hidden niche markets, and evaluate the numerous advantages of telemarketing and whether it may be right for your business model.
Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode.
Connect | Resources
Facebook: @thetonymerwin
Website: goavila.com
Free e-books:
· "Lead Generation for Insurance Brokers"
· "The Science of How to Become a Memorable Insurance Agent"
· "How Independent Insurance Agents Can Increase Service and Lines of Coverage"
You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.
0:00 Introduction
1:14 Tony's introduction
1:43 The Insurance Syndicate
3:45 Evolution of the insurance industry
6:15 Succeeding in insurance today
8:18 The Hispanic market in Medicare
10:26 The benefits of telemarketing
10:58 Finding the data you need
12:05 Inbound and outbound strategies
15:01 Selection of Avila's ideal client
17:19 Retention goals
19:42 Niche market – Golden Nugget
20:16 Upsell goals | Upsell strategy
26:23 Avila's goals for coming year
28:53 Building relationships | Providing value
34:47 Action Item
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The Insurance Niche Poised to Explode
