PodParley PodParley
PodParley PodParley
Log in

This one tip could make you thousands of dollars

Episode 66 of the Insurance Business Babes podcast, hosted by Kathe Kline, titled "This one tip could make you thousands of dollars" was published on March 10, 2025 and runs 35 minutes.

March 10, 2025 ·35m · Insurance Business Babes

0:00 / 0:00

Summary

In this episode of the Insurance Business Babes podcast, hosts Kathe Kline and Joanna Wyckoff welcome Susan Sutton, a seasoned carrier representative from Ohio, to discuss strategies that could significantly enhance business growth in the insurance sector. They delve into the importance of making timely follow-up calls to clients and leveraging the Open Enrollment Period (OEP) to solidify relationships and garner referrals. Susan shares valuable insights into registered sales events, enhancing client engagement and education. The hosts and Susan also emphasize the significance of cultivating systems for client follow-ups and exploring cross-selling opportunities with complementary insurance products such as hospital indemnity and cancer policies. Throughout the episode, innovative strategies for client retention and business growth are highlighted, providing listeners with actionable tips to navigate OEP effectively.Both Kathe and Joanna were blown away by one tip Susan offered, which neither had considered. This episode is sponsored by CertifiedMedicareAgents.com

Episode Description

In this episode of the Insurance Business Babes podcast, hosts Kathe Kline and Joanna Wyckoff welcome Susan Sutton, a seasoned carrier representative from Ohio, to discuss strategies that could significantly enhance business growth in the insurance sector.


They delve into the importance of making timely follow-up calls to clients and leveraging the Open Enrollment Period (OEP) to solidify relationships and garner referrals.


Susan shares valuable insights into registered sales events, enhancing client engagement and education. The hosts and Susan also emphasize the significance of cultivating systems for client follow-ups and exploring cross-selling opportunities with complementary insurance products such as hospital indemnity and cancer policies.

Throughout the episode, innovative strategies for client retention and business growth are highlighted, providing listeners with actionable tips to navigate OEP effectively.

Both Kathe and Joanna were blown away by one tip Susan offered, which neither had considered.

This episode is sponsored by CertifiedMedicareAgents.com

Share this episode

Similar Episodes

S03 EP 6: Inspiring Greatness in Technology and Operations

Dec 16, 2022 ·24m

S03 EP5: Elevating Your Cybersecurity Knowledge

Nov 30, 2022 ·21m

S03 EP4: Leveraging One System to Manage Your Agency's Needs

Nov 17, 2022 ·26m

S03 EP3: Nurturing Mental and Emotional Wellbeing

Sep 21, 2022 ·34m

S03 EP2: Approaching Workplace Wellness

Sep 14, 2022 ·31m

S03 EP1: Managing a Multi-Generational Workplace

Sep 8, 2022 ·22m

Similar Podcasts

IB Talk IB Talk Insurance Business provides a unique offering in the insurance space as an aspirational business magazine featuring a series of industry reports that recognize the achievements of key individuals and businesses as well as providing the latest in business best practice in a continually evolving industry. EasyLearning Geeta Kaur Bite-sized & easy to follow Insurance Business for Beginners. Join Geeta as She teaches you the basics you need to know to kickstart your Insurance learning journey and ultimately becoming a professional advisor confidently. Each episode covers topics related to Insurance, Health and Sales Tips. At the end of each episode, you can download the lesson for free. Bootstrapped Digest with Ashley Baxter Ashley Baxter A transparent account of bootstrapping an insurance business as a solo founder. AICPCU/IIA Ethics Podcasts Professional Podcasts LLC (www.professionalpodcasts.com) The American Institute for CPCU and the Insurance Institute of America, known as "The Instutues," are pleased to launch a series of podcasts focusing on ethics and professional standards for the insurance industry. The American Institute for Chartered Property Casualty Underwriters (AICPCU) and the Insurance Institute of America (IIA) are independent, nonprofit organizations offering educational programs and professional certification to people in all segments of the property and liability insurance business. We respond to the educational needs of people in insurance and risk management to help them provide professional service to the public. More than 150,000 insurance practitioners around the world are involved in Institute programs. For more information, visit the website, email [email protected], phone (800) 644-2101, or fax (610) 640-9576.
URL copied to clipboard!