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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
By Kathe Kline4.8
3737 ratings
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

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