In this episode of Insurance 360, Bob and Rob welcome special guest Nick Palo, Assistant Vice President of Marketing at Pinnacle Financial Services. Nick, with his 18 years of industry experience, shares insights on best practices and strategies for working with top agents and agencies. The conversation covers the evolution of the Medicare marketplace, the importance of planning and strategizing, and how to navigate new rulings and changes, particularly the impact of recent SEP DSNP rules. The team also delves into the critical role of marketers, the importance of having a detailed plan, leveraging technology and CRM systems, and effectively utilizing social media and web presence to enhance credibility. Nick emphasizes personalized strategies for agents to grow their foot print, recruit efficiently, and ultimately increase productivity. The episode provides valuable advice for both new and experienced agents looking to expand their business and navigate the ever-changing Medicare landscape.
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