Wednesday, February 20, 2008

Officially 1 year in the insurance business!

Well I want to tell you I officially have been at this 1 year now in the health insurance business. Boy did it start off the wrong foot I was involved with a captive health company and quickly learned it was not for me. Then I thought I would do life insurance so I interviewed with the big brokerage houses and didn't like that either. So I went out and got appointed to every carrier in California for individual medical. I have learned a lot over the year. I have learned a lot by trial and error and wanted to thank a few people in my development along the way some of these people that have impacted my career as an independent life and health agent are Cory, John P, JR, Rick B. I have learned so much over the year from you guys.

As far as February goes this could be my best month to date if things keep going the way they are I will hit my goals of 5 apps a day 5 days a week for February. I was discussing with a friend of mine JR today that I do not put production goals on myself I put app goals. I believe I can always control the number of calls I make to generate the # of leads I need to be successful but some weeks I will be getting leads that are family plans and other weeks where it is just indivuals or low premiums. I might be looking at that wrong but that is what works for me I feel I can control apps submitted not AV. I have 18 apps in so far this month with a few more days left in the month I feel I can get 25 apps in since this month has 5 weeks.

I wanted to discuss a teleseminar I did last saturday I had 5 people attend and want to make this a monthly thing I do. What I basically do is I have a teleconference with people who sign up and I discuss health savings accounts with them then open up the lines for questions. Since all the people were on the line from CA I suggested the top HDHP/HSA plans in the state. So far I have signed up one person who was a prospect I had talked to back in Nov. 2007 and put him on my email list and sent out an email to invite him to my teleseminar and he did and I signed him on Monday. So overall I think so far that was a succes I got one deal out of doing the teleseminar that took me 30 minutes to do at home. So if I could sell 1 out of every 5 attendees to those I think that would be great it also builds my creditbility as an expert on those plans.

Now that the weather should be changing here shortly in CA ya I know what weather but it has not been great of late I am going to get out of the house and hit the pavement and hit small business owners with my flyers. I want to put in the time and really build up my name in the community. I will keep you up to date on those results.

I never did get a chance to do the CRM dialer that I hope to due to a family emergency that I had during the week it was installed so I am hoping I can get another demo set up for that.

In my next post I will cover what has been going on with poker and get you up to date for my goals for the WSOP this year. I plan on playing in it for sure this year.

2 comments:

JRoot said...

Great month! Keep it up.

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