AgentMethods

08/11/2026

There’s a lot to learn from agents who are intentional about building relationships.

Our friends at Senior Market Sales recently featured Ron Hunn, an AgentMethods customer and successful Medicare agent, in a conversation about the referral strategies that have helped him grow his business.

Ron has more than doubled his agency’s revenue, grown from 800 to more than 2,000 clients, and now generates 30–60 referrals each month. Way to go, Ron!

What stands out most isn’t one particular marketing tactic. It’s Ron’s commitment to being visible, helpful, and involved in his community, from educational seminars and professional relationships to staying connected with clients and maintaining a strong online presence.

Read the full story for a closer look at the strategies behind Ron’s growth. 👇👇👇

Texas insurance agent Ron Hunn grew his Medicare agency through referral marketing, community involvement, educational seminars and ancillary products.

07/28/2026

🎉 New Feature: Automated Birthday Emails Are Here!

The best client relationships aren’t built only during enrollment or renewal season. They’re built through consistent, thoughtful communication all year long.

With automated birthday emails, AgentMethods helps independent insurance agents:

🎂 Stay connected with clients throughout the year
💙 Show clients they’re more than just a policy number
🎉 Celebrate important milestones
⚙️ Automate another marketing task and save valuable time
✨ Deliver a polished, professional client experience automatically

Once enabled, birthday emails are sent automatically for each client’s special day, helping you stay top of mind without adding another task to your calendar.

Existing AgentMethods customers...

📚 1. Check your email: We’ve created complimentary support articles with step-by-step instructions and tutorial videos to help you get started.

🕐 2. Join Office Hours: Wednesday, July 29 at 1 pm ET to see the feature in action and ask questions live.

📧 3. Need additional help? Send our support team an email anytime!

Not using AgentMethods yet?...

👉 Schedule a personalized demo to see how birthday emails fit into our complete marketing platform for independent insurance agents: https://tinyurl.com/y5nfkpfd

07/16/2026

📣 Whether you're hosting a Medicare educational meeting, client appreciation event, or community workshop, events are one of the best ways to build trust, strengthen relationships, and connect with prospective clients face-to-face.

But promoting your event and managing registrations shouldn't take hours out of your week.

With AgentMethods, you can create a professional event page where attendees can learn about your event and register online all in one place. Plus, you can send professionally designed email invitations to your client and prospect lists, making it easy to spread the word and drive attendance.

It's everything you need to simplify the logistics while presenting a polished, professional experience.

🎥 Already an AgentMethods customer? Check your email today for a brief demo video to see how easy it is to create your next event page and promote it!

🚀 Not using AgentMethods yet? See how AgentMethods can help you market your business, host successful events, and build a stronger online presence. Book your personalized demo here 👉 https://tinyurl.com/bdfw69cp

07/02/2026

🇺🇸 Happy Independence Day from AgentMethods!

In observance of the holiday, our team will be off tomorrow, Friday, July 3. We'll be back and ready to help on Monday!

We'd like to wish all of our customers, partners, and friends a safe and enjoyable holiday weekend.

06/24/2026

We love hearing from agents who are winning at client relationships, and Carolyn Woo of ICFM Insurance Services is a great example. 🙌

Carolyn has been an AgentMethods customer for several years, and in her recent testimonial, she shares something we hear a lot from our agents: her monthly newsletter is one of the best things she's done for her business.

Every month, we build and send a professional newsletter to her clients on her behalf. No extra work on her end — just happy clients reaching out to say how much they appreciate staying in the loop.

For Carolyn, it's not just about marketing. It's about running a more efficient business and knowing her clients feel connected to her, month after month.

📺 Watch her full review here: https://youtu.be/KnGzixRyeIE

Looking for a better way to nurture your insurance clients?In thi...

06/18/2026

New Content Alert! 🎉 We've added fresh social media content to the AgentMethods library covering:

🐾 Pet Insurance
✈️ Travel Insurance
❤️ Long-Term Care Insurance
📋 Short-Term Care Insurance

If you're licensed to sell any of these products, be sure to add these topics to your content mix and keep your audience informed about the solutions you offer.

Consistent posting helps build trust with current and prospective clients while strengthening your online presence. The more visible and valuable your content is, the more likely people are to think of you when insurance needs arise.

And if you're an insurance agent who struggles to find time for marketing, you're not alone. AgentMethods provides compliant marketing tools and systems designed to help you stay connected with existing clients, attract new prospects, and grow your business online without adding more to your plate.

Interested in learning more? Reach out to our team. We're happy to help: www.agentmethods.com/demo

06/10/2026

We're incredibly thankful when customers take the time to share their experiences and what AgentMethods has meant for their agency.

Hearing how agents are able to stay consistent with their marketing, strengthen client relationships, and focus more on serving their communities is exactly why we do what we do.

Thank you to Dave M., an independent insurance agency owner in Connecticut, for sharing his story with us!

🎥 Check out the testimonial here: https://www.youtube.com/watch?v=veOudNQ4IE8

Looking for an honest take on AgentMethods? In this video, David Ma...

06/05/2026

What an incredible few days at Senior Market Sales' Sales Forum!

We loved connecting with so many insurance agents from across the country, especially our incredible customers.

A special thank you to everyone who joined Aaron's session on Wednesday. He were honored to share the stage with such an engaged group and appreciated all the great conversations that followed.

Thank you to the Senior Market Sales team for hosting another outstanding event. We're home energized, inspired, and grateful for the relationships that make this industry so special.

05/25/2026

Today, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage and dedication will never be forgotten.

In observance of Memorial Day, our team is out of the office today and will resume normal business hours tomorrow. Wishing everyone a safe and meaningful holiday.

05/20/2026

One of the things we appreciate most about working with insurance agents is hearing how they’re using AgentMethods in the real world to stay connected with their communities and grow their businesses consistently.

JP from JPR Agency recently shared his experience using AgentMethods, and we’re grateful for the opportunity to support his agency’s marketing efforts.

Insurance agents already have enough on their plate. And our goal is simply to help make marketing feel more manageable, more consistent, and less time-consuming.

Thanks again to JP for the partnership and kind words! 🙏

👉 Watch the full video here: https://youtu.be/GZb3MazJ5M0

Running an insurance agency means wearing a lot of hats and consistent marketing often becomes one of the hardest things to maintain.In this testimonial, JP ...