Welcome back to Medicare Sales Playbook! 🎙️ In this episode, host Dallas Keithley sits down with Caitlin Sheffy, a rising star in the Medicare telesales world from Texas. Caitlin shares her inspiring journey from a house fire to helping over 1,000 clients navigate Medicare in just three years.

This episode is packed with actionable insights for agents looking to grow their business, improve their skills, and put clients first.

Key Topics Covered:

• How Caitlin transitioned from a captive agent to an independent one

• Using dental and vision leads to unlock bigger Medicare opportunities

• Building trust and listening to clients’ needs

• The importance of studying your product and staying organized

• Preparing for AEP with automations and PDP cross-selling

Caitlin’s dedication to her craft and client-first approach will inspire agents at any stage of their career. Don’t miss this opportunity to learn from one of the best in the business!

📧 Connect with Caitlin: Phone: (512) 842-7555 Email: [email protected]

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