In this week’s episode we interview Carol McClure from Seattle Washington. Carol started selling Medicare 6 years ago after building up a massive under 65 book of business and becoming a dedicated partner for Washington’s ACA exchange. She speaks about how she went from reactive to proactive when it came to Medicare, the pros and cons of having a physical storefront, and how she manages her time and scales the business as it’s grown so quickly. 

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:

Carol McClure is a Medicare agent based in Seattle, Washington. She has over 550 Medicare clients and a huge under 65 book of business. McClure started her career as a special education teacher before working for large insurance companies and eventually starting her own agency. She became passionate about promoting the Affordable Care Act during her involvement in the Obama campaign. McClure has successfully transitioned from reactive to proactive selling and has built awareness among her existing clients. She also emphasizes the benefits of having a physical storefront for insurance agents, such as increased visibility and the ability to meet clients in person. Despite the challenges of managing a large book of business, Carol is proud of her ability to simplify Medicare for her clients.

Host Bio:

Sarah is the co-founder and CEO of FairStreet, a startup powering top independent Medicare insurance agents. FairStreet’s all-in-one platform enables agents to grow efficiently by streamlining the process of enrolling clients into Medicare and supercharging how agents interact with their clients year-round. Before FairStreet, Sarah led technology teams at Square and Stride Health. Sarah completed her undergrad and MBA at Stanford University.

Timestamps with key takeaways:

[00:07:22] Starting with under 65 and adding in Medicare.

[00:09:02] How to stay organized at scale.

[00:16:08] Pros and cons of a physical storefront.

[00:18:29] The value of in person appointments.

[00:22:43] How clients find Carol.

Entities mentioned:

Medicare, Seattle, ACA, Washington Health Plan Finder, health insurance, Medicare CRM, Calendly, Medicare agent, under 65 insurance.