The Insurance Playbook
The Insurance Playbook
Podcast Description
The Insurance Playbook is your go-to guide for winning in the insurance game — whether you’re a brand-new agent or a seasoned pro. Hosted by industry insiders, each episode breaks down proven strategies, insider tips, and real-world stories to help you sell more, serve better, and grow your business with confidence.
From mastering Medicare sales to building a powerhouse agency, we cover marketing, client retention, compliance, and everything in between — without the fluff. If you’re ready to sharpen your skills, boost your income, and create a lasting impact in the lives of your clients, you’re in the right place.
📈 Practical Advice. Real Results. Your Playbook for Success.
Podcast Insights
Content Themes
The show covers a variety of themes, including marketing strategies, client retention, compliance, and personal success stories, with episodes such as mastering Medicare sales, building an insurance agency, and exploring the advantages of modern insurance products like annuities.
The Insurance Playbook is your go-to guide for winning in the insurance game — whether you’re a brand-new agent or a seasoned pro. Hosted by industry insiders, each episode breaks down proven strategies, insider tips, and real-world stories to help you sell more, serve better, and grow your business with confidence.
From mastering Medicare sales to building a powerhouse agency, we cover marketing, client retention, compliance, and everything in between — without the fluff. If you’re ready to sharpen your skills, boost your income, and create a lasting impact in the lives of your clients, you’re in the right place.
📈 Practical Advice. Real Results. Your Playbook for Success.
Medicare agents work hard to write new business — but if clients keep switching plans, poor retention can quietly destroy your growth.
In this episode of the Insurance Playbook Podcast, we break down practical Medicare client retention strategies agencies can use to protect their book of business, improve accretion, reduce chargebacks, and keep more clients on the books.
We cover:
- Why Medicare clients switch plans
- The most important retention touchpoints throughout the year
- How pre-effective-date calls can improve accretion
- Why onboarding matters during the first 90 days
- OEP retention strategies
- Birthday, quarterly, and pre-AEP check-ins
- How to identify clients who are about to leave your book
- How MAPD Tool helps agencies spot future inactive clients and prepare better retention conversations
The goal isn’t simply to sell more Medicare policies. It’s to stop the “leaky bucket” and protect the business you’ve already worked hard to build.
Learn more about MAPD Tool at MAPDtool.com.
If you’re a Medicare agent or agency owner focused on Medicare client retention, reducing chargebacks, and building a stronger book of business, this episode is for you.
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