Converting From a Call Center to Independent Agent with Sean Severts

Sean Severts describes moving from a large call center into independent Medicare sales. The conversation explores training, leads, technology, commissions, and the support required to make that transition work. The hosts emphasize giving clients a dependable personal agent and discuss post-enrollment CRM campaigns, contact information, retention, and the effort both producers and agencies invest in building a successful business.

In this episode

• Call center to independent transition
• Agent support and training
• Lead and technology systems
• Post-enrollment follow-up
• Retention

Show notes

In this episode we talk with Sean Severts, one of our Medicare Advocates Virtual team leaders. He talks about his career in the telesales and converting over to be an Independent Agent that does business 100% Virtually.