"How Can I Serve You?" The Medicare Mindset That Makes Agents Win Long-Term

In this episode of the Medicare Sales Playbook, Dallas Keithley and "Medicare Matt" get real about what separates the agents who last from the agents who flame out: a servant mindset + the ability to find (and verify) answers fast.

Dallas shares his mantra for the year—"How can I serve you?"—and they break down the "Can I?" part: What can I do to put myself in a better position to serve people today? The conversation turns practical quickly: how to use tools like ChatGPT the right way (great for brainstorming, dangerous as your final authority), why you should verify everything with trustworthy sources like Medicare.gov and CMS.gov, and how saving screenshots of official guidance can protect you (and your clients) later.

They also hit a huge leadership lesson: if you're the person everyone calls for answers, you may be building dependency—not a scalable agency. The solution? Train your people to find the resources and lean into community, mentorship, and your organization's support channels.

If you want to be more self-reliant, more confident in the field, and better equipped to handle the weird Medicare scenarios that pop up mid-appointment—this one's for you.

Key takeaways:

• How to think like a "resource finder" (not a walking encyclopedia)

• Using AI as a brainstorming tool—then verifying with official sources

• Why Medicare.gov + CMS.gov should be your go-to references

• How to avoid costly mistakes (like Part B penalty misunderstandings)

• Community > isolation: success happens with the right people around you

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