BROCK PARTNERS INSIGHTS
Brock Partners Agency Growth
Brock Partners helps agents grow from a single book of business into an agency. Justin Brock and the Brock Partners team teach the marketing, hiring, retention and systems behind their own agency, in these articles and at Behind the Agency in Tupelo.
Articles
Written by Justin Brock, CEO of Brock Partners.
- Ready to Scale Past Your Own Capacity? What an FMO Should Do for Agency OwnersSuccessful agents can get stuck at their own capacity. What an FMO should do to help you hire, market, build systems and scale past the profitable prison.
- Choosing an FMO for a Growing Medicare Agency: What Changes When You HireWhat a growing Medicare agency needs from its FMO: hierarchy setup, team contracting, training for new hires, data ownership and agency-level support.
- Choosing a Medicare FMO Partner: How to Tell a Real Partner From a Contracting DeskHow to tell a real Medicare FMO partner from a contracting desk: support, training, tools, transparency and how they treat your book of business.
- Marketing Support From Your Upline: What Medicare Agents Should Expect in 2027What Medicare marketing help an upline should give you in 2027: brand training, local visibility, compliant templates, follow-up tools and honest testing.
- Lead Generation Support From Your FMO: What to Expect and What to QuestionWhat lead generation help a Medicare FMO should offer: marketing training, compliant materials, follow-up systems and honest advice on buying leads.
- T65 Marketing Support: What Your FMO Should Provide for Referrals, Mail and Community OutreachReferrals, direct mail, social ads and community outreach all reach turning-65 prospects. What T65 marketing help your FMO should provide.
- T65 Lead Quality: How Your Upline Should Help You Adjust to Each Lead SourceTurning-65 leads differ by source and intent. How your upline should help you adjust your approach, track results and focus on the sources that work.
- Building Your Personal Brand: How Your Upline Should Help Medicare Agents Get KnownYour personal brand builds trust and referrals. How your upline should help you build it with content, local visibility, reviews and compliant marketing.
- Retention Support From Your FMO: Building a Book That LastsA real Medicare book is built on retention and referrals. The tools, annual review systems and training your FMO should provide to help you keep clients.
- AEP Support From Your FMO: What a Good Upline Does Before, During and After EnrollmentWhat a Medicare FMO should do for you before, during and after AEP: certifications, ready-to-sell checks, case help, compliance and retention support.
- AEP Capacity Planning: How Your Upline Helps You Handle a High-Disruption YearHigh-disruption AEPs bring more calls than one agent can handle. How your upline should help with scheduling, triage, service support and follow-up.
- Culture Counts: Why Leadership Should Factor Into Choosing an Insurance PartnerPeople want good leadership, not just work. Why culture, care and leadership should factor into which insurance partner you choose to work with.
- Partners Who Value Professional Agents: Why Your Upline Should See You as More Than DistributionProfessional Medicare agents protect consumers and help them navigate complex choices. Why your upline should treat you as a professional, not a cost.
- Why a Specialized Partner Matters: Choosing an Upline That Knows What It Does BestSpecialization is shaping insurance distribution. Why agents benefit from a focused partner, and how to spot one that is spread too thin.
For licensed insurance agents. Event dates, features and availability can change. Carrier appointments and products vary by state and are subject to carrier approval. Not affiliated with or endorsed by the U.S. government or the federal Medicare program.