The Importance of Using a CRM Software as a Medicare Agent
The healthcare industry is constantly evolving and one of the best ways for medicare agents to be prepared for future trends is to use CRM software. Echo Financial is here to inform medicare agents of the importance of CRM and how it can better equip them to help their clients. Echo Financial is here to […]
Successful Medicare Client Plan Selection
Echo Financial wants medicare agents to focus on a plan selection that best fits the client’s needs, not the one that offers the most benefits. It can be easy to get caught up in offering the “best” plan, but in reality, there is no “best” plan. If you are a medicare agent, don’t get stuck […]
Tips For Explaining Medicare To Potential Clients
Explaining Medicare to potential clients can be a daunting task. With its complex rules and regulations, it’s important to cater your explanation to the client as much as possible. Here are some tips from Echo Financial Services, the experts in helping you effectively explain Medicare to potential clients: Being able to simplify and explain complex […]
Medicare Closing Tips
Echo Financial excels in training Medicare agents to effectively communicate the benefits that medicare can bring to a client — and that means handling the client’s deal the right way. Choosing the right Medicare plan can be overwhelming for clients. With so many options available, it’s easy for them to get lost in the sea […]
Information To Keep In Mind When Searching For A Medicare Advantage Plan Part Two
There are many factors to consider when searching for a Medicare Advantage plan in 2023. If you are unsure of the Medicare process, Echo Financial Services is here to help clarify updates and changes. Contact us for assistance. At Echo Financial Services, we believe that you deserve to live your later years without stress. That’s […]
Information To Keep In Mind When Searching For A Medicare Advantage Plan – Part One
There are numerous points of consideration when searching for a Medicare Advantage plan in 2023. For example, the Medicare Part B monthly premium will be decreasing in January, going from $170.10 per month to $164.90 per month. Echo Financial Services is here to help decode some of the updates and changes, so contact us if […]
Why Agent Training at Agencies is Invaluable
What to Look for When Choosing an Agency as a New Insurance Agent
The Importance of Medicare Training for Employees of Primary Care Clinics That Only See Medicare Beneficiaries
There are many wonderful primary care physician (PCP) offices throughout the country that focus on providing PCP care for seniors. These PCP offices provide VIP services for seniors such as transportation, PCPs, and Specialists all under one roof, along with senior activities at the centers, food giveaways, same-day service, and much more. However, many of […]
The Importance Of Agent Training In Medicare
As people enter retirement, they face a lot of changes. One of the biggest changes is navigating the world of Medicare. Because it can be confusing to understand all of the ins and outs of Medicare, many people rely on insurance agents to help them make sense of it all. This is why it’s so […]
