From Captive to Independent Agent: Stephen Robinson's Journey in Medicare Mastery

Medicare Sales Playbook

Welcome back to the Medicare Sales Playbook! In this episode, host Dallas Keithley dives into an engaging conversation with Stephen Robinson, founder of Neuse Consulting, about his journey through the Medicare industry, from a captive agent to establishing his own independent consultancy.

Stephen shares his extensive experience, beginning with his early days in the industry in 2005, his transition to Humana, and the eventual start of his consulting firm in 2019. Learn about the advantages of being an independent agent, the challenges of leaving a captive environment, and strategies for building and managing a successful Medicare consultancy.

🔍 In this episode, Stephen discusses the nuances of transitioning from a captive agent to an independent consultant, highlighting the comprehensive training and support in the captive setting compared to the freedom and growth potential in consulting. He delves into effective strategies for lead generation, client management, and the critical role of adapting to industry changes. Additionally, Stephen emphasizes the importance of leveraging relationships within the sector to enhance business operations and client satisfaction.

Whether you're new to the Medicare industry or looking to expand your business, Stephen's story provides valuable lessons and actionable tips. Don't forget to like, subscribe, and share this episode to help us spread valuable insights to more Medicare professionals!

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Thank you for tuning in, and we look forward to helping you expand your Medicare business one play at a time!