New Agent with a Lot of Questions

[socalcraigster]

I am taking the California Life and Health exam early next week. Assuming I pass, I intend to sell Med Supp and Final Expense at first. And maybe some Small Group health/life. I have a couple of very basic questions.

I was curious whether having a physical office space (500sq ft) is really necessary.While I personally like the idea of having an office because it seems to help me concentrate and feel like a big boy, I am not sure it is really necessary. It seems that many here meet a client either at their client's home or work. Or just work with them over the phone.

Since I have no experience in this industry, I am just curious how many of you mantain a physical office outside the home.

Second concern is how to get appointments and with which companies. I really am interested in med supps and cross-selling related products (but not MA).

Thank you

Craig

 

[Dave020]

I used to have an office but no one ever came by. I work from an office in my home and have for over a decade. I find that it works well so long as you can keep from household distractions.

This is my "satellite" office if people want to meet in person (they have free WiFI and great coffee):

For Medicare stuff, get in touch with Rick Bronstein (Greensky on this forum) he can answer any and all of your questions.

 

[Hopwood04]

Physical office is not necessary, you do meet the majority of your clients in their home. A office in your home will work just fine. I have a physical office but never have clients there.

 

[OCinsurance]

I have an office, but I also have a staff and sell p and c. If you need home based insurance , let me know.

 

[TRH]

I am with the majority, physical office is not necessary.

 

[senior-advisor-indiana]

I have an office on wheels. I am in need of a new one. Prob get one in feb or march after I burn the wheels off this AEP season.

 

[GreenSky]

I have an office on wheels. I am in need of a new one. Prob get one in feb or march after I burn the wheels off this AEP season.

Does it look like this?

Rick

 

[senior-advisor-indiana]

Lol. Close. I have the pink model. Can I borrow your helmet?