Medicare Retention Secrets | Ep. 153

Episode 153 of the Built Simple (in Insurance and in Life) podcast, hosted by Adam Brsan, titled "Medicare Retention Secrets | Ep. 153" was published on January 22, 2025 and runs 38 minutes.

January 22, 2025 ·38m · Built Simple (in Insurance and in Life)

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Summary

Medicare Retention Secrets | John Stagner's Playbook In this episode, Chris sits down with John Stagner, a Medicare expert, to explore the critical aspects of maintaining and growing your business post-sale. John shares his journey from writing a significant amount of business during the Annual Enrollment Period (AEP) to ensuring long-term client retention. **Key Topics Covered:** - **Client Retention Strategies:** Learn how to keep the clients you've signed up, with John's proven methods for fostering loyalty and ensuring clients remain satisfied. - **Common Mistakes in Medicare Sales:** John recounts some of the biggest errors he's observed among Medicare agents, offering insights on how to avoid these pitfalls. - **Navigating Bad Advice on Social Media:** We debunk some of the worst advice seen on platforms like Medicare-focused social media groups, including the myth that a large percentage of your business should be guaranteed issue. - **Personal Stories and Lessons:** From John's early days in the insurance industry, including a heartfelt story about a client interaction that changed his career focus from Final Expense to Medicare. - **Business Management:** The distinction between merely selling insurance and running a sustainable business, including dealing with operational bottlenecks, marketing, and the importance of cross-selling. **Takeaways:** - The importance of understanding your client's needs beyond just selling a policy. - How to manage disenrollments without taking them personally, and strategies for reacquiring clients. - The value of local market knowledge over broad, generic advice often seen online. - Practical advice on building a business around Medicare, including insights on cash flow management and scaling operations. **Engagement:** We encourage our listeners to engage with this episode by liking, commenting, and sharing their own experiences or questions about Medicare sales and retention. Your interaction helps grow the community and supports the podcast. **About John Stagner:** John Stagner brings his experience from writing 211 applications during AEP and discusses his transition from grassroots marketing to running a brick-and-mortar office. His story is not just about sales numbers but about building a lasting relationship with clients. **Listen Now** for a deep dive into what it takes to succeed in the Medicare insurance landscape from one of the best in the business.

Episode Description

Medicare Retention Secrets | John Stagner's Playbook

In this episode, Chris sits down with John Stagner, a Medicare expert, to explore the critical aspects of maintaining and growing your business post-sale. John shares his journey from writing a significant amount of business during the Annual Enrollment Period (AEP) to ensuring long-term client retention.

**Key Topics Covered:**

- **Client Retention Strategies:** Learn how to keep the clients you've signed up, with John's proven methods for fostering loyalty and ensuring clients remain satisfied.

- **Common Mistakes in Medicare Sales:** John recounts some of the biggest errors he's observed among Medicare agents, offering insights on how to avoid these pitfalls.

- **Navigating Bad Advice on Social Media:** We debunk some of the worst advice seen on platforms like Medicare-focused social media groups, including the myth that a large percentage of your business should be guaranteed issue.

- **Personal Stories and Lessons:** From John's early days in the insurance industry, including a heartfelt story about a client interaction that changed his career focus from Final Expense to Medicare.

- **Business Management:** The distinction between merely selling insurance and running a sustainable business, including dealing with operational bottlenecks, marketing, and the importance of cross-selling.

**Takeaways:**

- The importance of understanding your client's needs beyond just selling a policy.

- How to manage disenrollments without taking them personally, and strategies for reacquiring clients.

- The value of local market knowledge over broad, generic advice often seen online.

- Practical advice on building a business around Medicare, including insights on cash flow management and scaling operations.

**Engagement:**

We encourage our listeners to engage with this episode by liking, commenting, and sharing their own experiences or questions about Medicare sales and retention. Your interaction helps grow the community and supports the podcast.

**About John Stagner:**

John Stagner brings his experience from writing 211 applications during AEP and discusses his transition from grassroots marketing to running a brick-and-mortar office. His story is not just about sales numbers but about building a lasting relationship with clients.

**Listen Now** for a deep dive into what it takes to succeed in the Medicare insurance landscape from one of the best in the business.