Let’s be honest — a lot of new insurance agents don’t make it past year one. Not because they’re lazy. Not because they’re not smart. But because no one taught them what actually matters when you’re starting out. At TMS Insurance Brokerage, we talk to new agents every day. And
Automation sounds fancy, but it’s just a smarter way of doing what you’re already trying to juggle. Here’s what our agents use automation for every single day inside OmniReach (our free CRM): ✅ 1. Auto-Follow Up With Every Lead — Without Lifting a Finger Every time a new lead fills
If you’re searching for Medicare agent training, you’re not alone. Most new agents — and even experienced ones — feel like they’re thrown into the deep end without a roadmap. Some get handed a 200-page carrier guide and a “good luck.” Others get nothing at all. At TMS Insurance Brokerage,
Thinking about becoming a Medicare agent? You’re in the right place. Whether you’re brand-new to insurance or pivoting from another line of business, I’ll walk you through what it really takes to get started — step by step, minus the jargon. By the end of this guide, you’ll know exactly
If you’re here, chances are you’re feeling a little… underwhelmed by your current FMO. Maybe they overpromised and underdelivered. Maybe you’re still figuring everything out on your own. Or maybe you’re just wondering: Is there a better partner out there for my business? The short answer: Yes. But before you
If you’ve ever walked into one of those “corporate” Medicare events, you know the drill—cold coffee, crowded PowerPoint slides, and a whole lot of talking at you. Let’s just say… that’s not how we do things at TMS. At our Lunch and Learn events, we do more than serve up good food. We serve
(And Why It Matters to You as an Agent) If you’ve been in the Medicare space for a while, you’ve probably heard terms like regional FMO, SGA, and regional NMA thrown around like alphabet soup. But what do they actually mean? And more importantly—does it matter when you’re trying to grow your book of
Maybe you’ve been with your current FMOs for a while. You’re writing business, you’re doing your part—but when you reach out for help, the silence is deafening. Or worse, you finally get a reply… that answers the wrong question. If that sounds familiar, you’re not alone—and you’re definitely not the
Let’s be honest for a second… are you still relying on sticky notes, spreadsheets, and pure adrenaline to manage your Medicare business? Hey, no judgment. A lot of great Medicare agents built their books that way. But in 2025, there are tools that can do the heavy lifting for you—and they’re
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