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Showcase your headshot, bio, and logo for marketing materials.
Writing your agent bio
When BUILDING YOUR BIO, ask yourself:
1) How long have you been in the business?
- “I have been in the business for x-years.”
2) Describe your approach to assisting prospects and clients.
- “I spend as much time as needed with clients to help them understand how Medicare works.”
3) Give examples of past experiences with clients relating to the service you provide. How do you find you clients?
- “(Most) (many) (a large %) of my clients are referrals from other clients, colleagues, community influencers, etc.”
4) Give details relating to your work ethic.
- “I walk 3 miles every day like clockwork.”
5) Give a brief description of your background, e.g. birth place, college, training, certifications
- “My annual certifications allows me to make certain my clients make the right decisions about their health insurance needs.”
6) Honors and recognitions you have received relating to Medicare sales.
7) List professional memberships, designations.
8) Name your volunteer activities.
9) Favorite past time, or how you like to spend a weekend.
Once you have gone through these questions, you can create your bio. Below is an example of what an agent bio might look like.
Agent Bio Example
Jane Doe Licensed Agent
Hailing from New Jersey, I’ve been in the Medicare and life insurance space just over two years now. I specialize in both Medicare Advantage and Medicare Supplements plans by finding the lowest-cost, highest-benefit plans for my clients. My favorite part of the job is helping things "click" for my clients -- I want them to really understand why they're in the plan that I've recommended for them. I also enjoy helping my clients navigate other parts of the complicated healthcare ecosystem, such as finding savings for their medications and qualifying for subsidy programs. Outside of work, I love playing soccer and reading about U.S. history.