Please note: we use all of the businesses we recommend, but some of the links are "affiliate links" meaning that we'll get paid if you decide to buy. You won't pay more buy using our links and many times you can pay less.
Crankwheel: https://try.crankwheel.com/Kathe
This is a screen sharing program that does not require a download on your client's side. It is HIPAA compliant and your client can view your screen by clicking a link and then giving you a special code. You accept the code and then the screen sharing begins. You can also give your client the ability to control your screen if you want to.
Castmagic: https://get.castmagic.io/w4ovntyz9vvi
Do you have your own podcast? This is a wonderful little program that helps you write your shownotes! It will summarize for you, create questions, create a transcript, and more. This program saves us at least an hour per episode. It really is magic!
Landingi: https://try.landingi.com/xjixk2ij1m9i
If you know what a landing page is, you likely need this program. It easily and quickly creates landing pages for your give-aways. Do you have a cheatsheet that you give to your prospects? Landingi can create your landingpage so that you can capture the email address. Not only that, but it will also DELIVER the cheatsheet for you!
MissingLettr: https://partner.missinglettr.com/cwj73gum1rcn
Do you create content on a consistent basis? That's great, but how do you get the word out so that people will read your blog, listen to your podcast, or view your YouTube videos? MissingLettr will magically create content for you from your posts, which you go in and review, and then send a post out on a regular basis over the course of up to a year! You know that people on Social Media don't see every post, so give them a second, third, or ninth opportunity to view your content! Forget manually creating posts and let this little gem do it for you.
SalesFlare: https://salesflare.grsm.io/uacarszcghyc
Do you know your numbers? Great, but what about your closing ratio? How many prospects are currently in your funnel? What stage are they in? How many will likely become your client? So many insurance agents guess at this. You don't know until you track it and this program helps you know exactly what stage your client is in. Did they just reach out? Have you had multiple contacts with them since they turned 64 years old? Salesflare helps you understand your business better by helping you track where your prospects are in your sales funnel.
RingCentral:
RingCentral VOIP phone service helps you with automatic call recording (you'll need to transfer the recordings to a storage service however), texting, calls, and it also can handle extensions. YOU own the phone number. Don't let your hard earned clients call a phone number that you DON'T own. You want to own the phone number your clients call you on or someday you could find out that they are calling someone else.
Book Like A Boss: https://partners.booklikeaboss.com/292-11.html
Are you still calling prospects and clients back who want to schedule an appointment with you? This is not only annoying but it's also a huge waste of your time. Let your client or prospect book their own appointment. Connect your calendar and add the time that you are willing to work. Block out your daughter's birthday or your best friend's engagement party. Add buffer time between appointments so you can travel or use the restroom for goodness sakes! I love this program because you can create different appointment types. For example, Medicare Advantage appointments have different needs than Medicare Supplement appointments. Each appointment type can get a different confirmation email and reminder emails. Just cutting the no-show rates down to almost nothing is worth the cost of this program.
Bcast: https://bcast.fm/?via=kathe
If you have a podcast, Bcast can help you grow and monetize. Let's say you have a podcast about Medicare. You want to grow your podcast and monetize it, but you don't want your competitors to advertise on the show. Bcast lets you add messages before, after, or in the middle of ALL or ANY of your past episodes? So if your show grows to 1000 episodes, you can easily inject a "midroll" advertisement about AEP and how to contact you! You can set a date for the ad to start and end. This tool makes it easy to host your podcast, but also get the word out to your listeners when there is something they need to know. They will also automatically help get your podcast out to all the major podcast apps AND will even push your show to Youtube.