Simple Tips for Hosting Video Meetings During COVID-19

BuddyIns CEO Marc Glickman discusses how to turn your face-to-face business into a remote one without losing that personal touch. He covers everything from the best microphone and video equipment on a budget to automated scheduling and follow-ups with your clients.

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Consultative selling is an approach that focuses on client relationships and open communication to discover and provide more personalized solutions. Its focus is on the client rather than the product being sold. This approach allows you to open a stronger line of communication. The goal is to better understand each client’s needs and how they […]

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The Importance of First Dollars and Rightsizing Coverage

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In this video, Marc Glickman talks to Bill Comfort, long term care specialist and CLTC Master Class instructor, about how to approach a long term care insurance conversation. Bill’s unique approach of focusing on the first dollars and “rightsizing” benefits underscores the importance of understanding that every client’s situation is unique. Addressing value upfront and […]

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3 Tips to Help You Create Consistency in Your Practice

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During a recent webinar featuring BuddyIns account manager Wendy Boglioli, one of the key takeaways was the importance of consistency. Whether you’re focused on improving your health, generating referrals, building your brand on social media, or developing your sales process, consistency is crucial to long term results. We all know those agents who seem to always […]

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