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 […]

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 […]