
Sign up to save your podcasts
Or


By Raul Gonzalez, Oscar Ibieta
5
1919 ratings
The podcast currently has 86 episodes available.
The most played episodes among Podcast App listeners.

Writing more AEP sales doesn’t mean your Medicare book is growing—if you’re losing clients while gaining new ones, you’re just running in place. In this episode, Raul Gonzalez and Ernest Arredondo break down how top agents protect their book during AEP while still writing new business. They cover client retention, simple follow-up systems, CRM use, and how to avoid dropping the ball when things get busy. Chapters: 02:05 — Don’t Ignore Existing Clients During AEP 04:49 — How Client Service Builds Your Book 08:01 — Managing Client Calls & Follow-Ups During AEP 13:02 — Client Retention, Renewals & Referrals 21:22 — CRM & Follow-Up Systems for Medicare Agents 27:07 — The Real Goal: AEP Growth, Not Just Sales

Most Medicare agents don't struggle during AEP because of what happens in October—they struggle because of what they didn't do in July and August. In this episode of Medicare Agent IQ, Raul Gonzalez and Oscar Ibieta break down the biggest rookie mistakes that can derail your AEP before it even starts. Whether you're a brand-new Medicare agent or a veteran looking for a stronger enrollment season, this episode is packed with practical strategies you can put to work today. You'll learn: • Why certifications should never wait until the last minute • How carrier rollouts can help you build a winning AEP strategy • Why grassroots marketing still works (despite what social media says) • How to prepare before AEP instead of reacting during it • Why every agent needs a daily plan and calendar • The simple habits that separate top-producing agents from everyone else

Giving the wrong Medicare enrollment advice can have lasting consequences. In this episode, Raul and Oscar break down the questions every agent should ask before recommending Medicare enrollment. They discuss employer coverage, COBRA, retiree plans, HSAs, Marketplace coverage, and the enrollment rules that can help clients avoid costly mistakes and lifetime penalties.

Launching your career in Medicare can be daunting, but we're here to simplify it for you. In this insightful episode, we outline the foundational steps every new agent needs to take, from securing the right licenses to choosing your Field Market Organization (FMO). We'll walk you through the must-haves like E&O insurance, AHIP certification, and how to effectively get contracted with carriers. Beyond the basics, we explore essential training to enhance your understanding of Medicare products and practical advice for ramping up your business through strategic marketing, continuous learning, and effective networking. Whether you're just starting out or looking to refine your approach, this guide sets the stage for your success in the Medicare field.

This week, we explore additional timeless principles from Dale Carnegie's influential book "How To Win Friends and Influence People". In this episode, we focus on enhancing interpersonal connections through effective communication strategies: First, we emphasize the importance of being a good listener, a skill that invites others to share more about themselves. Next, we discuss how to align conversations with others' interests, creating more engaging and relevant interactions. Lastly, we delve into ways to make others feel genuinely valued and important. These methods aren't just polite gestures; they're powerful tools for building meaningful relationships in both personal and professional settings. Tune in to learn how to apply these principles and watch your social connections deepen.
The podcast currently has 86 episodes available.