Medicare Agent IQ

Medicare Agent IQ Your guide to success in the Medicare Market, hosted by experts Raul Gonzalez and Oscar Ibieta.

09/18/2026

You’re the person your clients trust to call when something goes wrong. Help where you can, advocate for them, and don’t take every complaint personally.

But that doesn’t mean you should accepting disrespect either.

How do you handle a client who’s frustrated?

09/17/2026

Getting another appointment is hard. Having another meaningful conversation with the client already sitting in front of you doesn’t have to be.

Take the extra few minutes. Ask the question. Find out if there’s another need you can help with.

Are you making final expense part of your appointment process?

09/16/2026

The real test of client service isn’t when everything goes right.

It’s what you do when your client calls frustrated and needs help. They shouldn’t have to chase you, explain their problem five times, or figure out the solution for you. Be the person who helps move things forward.

What does great client service look like to you?

09/15/2026

You can study something over and over and still feel completely different when there’s a real person sitting across from you asking questions.

That’s why practice matters. Give yourself somewhere safe to mess up, learn, and build confidence before the pressure is real.

09/14/2026

Know the rules. Document what you need to. Act with integrity. And when an honest mistake happens, own it and take the appropriate steps to correct it.

What advice helped you feel more confident with compliance?

09/13/2026

Taking care of your book means paying attention to what changes AFTER the enrollment. Sometimes a change in a client’s situation creates new coverage options worth exploring.

If you’re staying connected, you get the opportunity to help them first. Don’t give another agent a reason to know more about your client than you do.

Are you reviewing your existing book's coverage?

09/12/2026

The best thing a successful business can give you isn’t a bigger house or nicer car. It’s the freedom to say, “I’ll be there,” when someone you love needs you—and actually be there.

That’s a goal worth working toward.

What are you building your business to have more time for?

09/11/2026

Sometimes the biggest thing standing between you and more opportunities isn’t your leads, your market, or your strategy.

It’s getting comfortable with being uncomfortable.

Rejection comes with prospecting. Don’t let the possibility of hearing “no” keep you from finding the people who will say yes.

What helps you get comfortable with rejection?

09/10/2026

There’s nothing wrong with enjoying what you built. Just don’t stop asking yourself what else you’re capable of.

Reached your goal? Great, time for a new goal. Don't get stuck in the comfort zone!

Have you moved your goalpost lately?

09/09/2026

You don’t have to be #1 in production to build the strongest book. Production gets attention. A book that stays, grows, and refers is what builds the business.

Which one are you chasing?

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