You probably already know we are prepared to go above and beyond for our agents. We have multiple programs and services dedicated to helping you, the independent agent, thrive in every aspect of your business. You can find a large number of our value-added services on none other than our services page!

1. Strategy Sessions

It doesn’t matter if you are new to the senior market or are a seasoned pro, schedule a strategy session with your Sales Director to learn new ways to grow your footprint in the senior market or capitalize on your current book of business. Please fill out the form below so your Sales Director can begin piecing together a plan to present to you during the first session of your strategy meeting.

2. Succession Planning

Succession planning is a process for identifying and developing new leaders who can replace the old leaders when they leave, retire, or die.  In business, it entails developing internal people with the potential to fill key business leadership positions. As your partner in growing your business – we also want to be there to be your partner in turning your business over to the next generation. Here are just a few of the ways that we can help you make sure your transition is a smooth one.

3. Support Services

We want you to spend all your valuable time doing what you do best. Selling. Let us do the other stuff. Let Senior Marketing Specialists be your back office support.

Do you have a client who needs new ID cards? Did you not get paid the correct commission on a policy? Is one of your applications pending?

Senior Marketing Specialists has an entire department dedicated to helping agents with these complications, plus so much more. Give us a call today for assistance with any service issue you may be experiencing or fill out the form below to have the Support Team get to work on solving your issue.

4. Road 2 Retirement

Unlike traditional employees, independent agents had no one to contribute to their retirement, until now.

Senior Marketing Specialists and JK Financial have partnered to offer SMS contracted agents start their own IRAs (Individual Retirement Accounts).  PLUS, Senior Marketing Specialists will help contribute to your account with various promotions and production levels.

Setting up your account it simple and there are no minimal monthly deposit or production requirements. If you have at least one contract with Senior Marketing Specialists, you can participate.

5. Agent Marketing Portfolio

Marketing materials can be the most difficult thing for an independent agent to produce. Quality marketing pieces can be even trickier to come across. That’s why Senior Marketing Specialists has developed a portfolio of quality, customizable marketing pieces, for access to all direct agents to utilize.

Allow us to amp up your marketing for you with various pieces designed to help you start up a new independent agent business, prospect for new clientele, and/or retain the clients you currently have. Why is our amp program so important you may ask? Quality marketing pieces increase:

Name recognition
Cohesive marketing

6. Social Media

Two things constantly come up in the business world: personal brand and social media.  Both are incredibly important, but tackling something so essential can be overwhelming.  Thankfully, Senior Marketing Specialists has formulated a simple process to help you create your personal brand and strengthen it through popular social media sites.

7. Sales Tools

We have the sales tools you need to grow your business and thrive in the senior market! Whether you need a brochure designed or business cards or you need a newsletter, survey, or letter to reach out to your client base, Senior Marketing Specialists can help!

SMS has proven sales tools, an industry leading sales training expo, data finders, marketing pieces, and flyers available to all contracted agents. Below are some of our most recent pieces, some of our more popular ones, and a few oldies-but-goodies. Call us if you need help customizing any of these pieces with your information.

8. Quote Engine

Let us show you the new model. Trade up for something faster, more reliable, and, technically, extremely good on gas. Its towing capacity isn’t going to win any awards, but it was voted the “best agent tool in the industry” by a recent survey of agents just like you. Take it for a spin, we won’t tell your old quote engine.

Are you using the quote engine to it’s full potential?

Take a quick minute and learn from Brittany Wibbenmeyer, Quote Engine Guru and Trainer as she takes us through some of the key features of our industry leading Medicare & Senior Product quote engine.

9. E and O

As an added, valuable benefit to our agents, Senior Marketing Specialists has partnered with CalSurance Associates to bring you a low cost Errors and Omissions option. This program is designed to save you money and keep you protected.

10. Leads

Finding the right prospects to talk to is one of the biggest challenges independent agents face. We have many ways to assist you in this, from lead vendors to client retention, obtaining referrals, and marketing materials. If you are looking for individuals to sell your product to, there are many ways to find them.  We can direct you to some of the best lead providers in the industry and we have made arrangements with most of them to provide a discount to you as one of our agent partners.

11. Web CE

Senior Marketing Specialists has partnered with WebCE, a leading nationwide provider of self-study continuing education for insurance professionals, to provide you with state-approved self-study CE courses to complete your life/health CE requirements online!

WebCE delivers over 850,000 courses each year, and offers the largest nationwide catalog of courses approved to satisfy state-specific subject requirements on topics such as ethics, law, annuities and variable products, and LTC/LTC Partnership training.

12. Contests

Hard work and sustained growth should always be rewarded. Our carriers often reward agents for being so exceptional by running contests. That’s not all! Carriers often do cash bonuses and incentives depending on current trends and sales goals.

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