• Maximizing Your AEP Process: How to scale your business and focus on your strengths

  • May 24 2023
  • Duración: 32 m
  • Podcast

Maximizing Your AEP Process: How to scale your business and focus on your strengths

  • Resumen

  • Sarah Jacobson interviews Alexandra Eidenberg from The Insurance People in Chicago. Alexandra talks about her agency's growth, her focus on design and education, and how she runs a tight process so that she can focus on selling instead of administrative work. Alexandra breaks down how and what she delegates to her assistant, so she can scale her own time and focus on what she’s best at. 


    The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and co-founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful Medicare businesses and how they get new clients for their Medicare businesses.

    FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use.


    Learn more at - https://www.thefairstreet.com/


    Guest Bio


    Alexandra Eidenberg is the owner of The Insurance People agency in Chicago. She has a background in sales and previously worked in retail at companies like Gap Inc and Victoria's Secret. She also has a degree in nonprofit management and originally wanted to run a nonprofit before getting into insurance. Alexandra has sold Medicare for five years. She prioritizes good design and operates her agency with admin Aly. Some of her key points include dividing responsibilities for efficiency, personalizing for clients, staying the course with Part D, and focusing on her core genius while outsourcing the rest.


    Timestamps with key takeaways:


    03:52 Grow your agency with Medicare.


    13:59 How to delegate in order to scale.


    14:11 How good design became a superpower.


    23:29 Pros and cons of supporting Part D. 


    28:05 Focus on core genius, outsource rest.

    Entities mentioned:

    Medicare, agency, design, AEP, insurance agency, Medicare, growth, employees, sales, referral, turning 65, Medicare, original Medicare, recorded line

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