Tony Merwin on Medicare Marketing: Measured Strategies for Massive Results

By Craig Pretzinger & Jason Feltman2 min read❤️661💬267

Tony Merwin on Medicare Marketing: Measured Strategies for Massive Results

73% of agency owners say hiring is their biggest challenge. Most solve it the same broken way — generic job posts and hoping for magic.

Craig and Jason sat down with Tony Merwin to dig into this — no theory, just what works, what failed, and what you can steal for your own book.

The Real Cost

Draw, training, CSR cleanup, subpar client service, opportunity cost of a good hire producing instead. Conservative total: $60-120K. Not a reason to avoid hiring — a reason to stop hiring when desperate.

[INTERNAL: insurance-agency-hiring-mistakes]

Look Outside Insurance

Industry recycles underperformers. Look for proven sellers from adjacent fields — car sales, restaurants, military. Insurance knowledge takes 90 days. Drive and people skills are permanent.

[INTERNAL: how-to-hire-insurance-producers]

The One Question

'Tell me about a time you failed and what you did next.' Can't name one? Lying. Blame others? They'll blame you. Describe learning and adjusting? You've found someone who survives year one.

[INTERNAL: commission-split-structure-new-agents]

The 90-Day Scorecard

Week 1-2: licensing, fundamentals. Week 3-4: shadowing. Month 2: supervised production, daily call reviews. Month 3: independent with weekly pipeline meetings. Specific targets: 30 dials/day, 5 QHH/week, 15% close by day 90.

[INTERNAL: when-to-hire-first-csr]


🎙️ Listen to the full episode: Tony Merwin Markets Medicare More Measured For Mega-Pint-Sized Results PART 1 Apple Podcasts | Spotify | YouTube

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7 Comments

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S
Sarah M.Denver, CO3d ago

Craig and Jason always deliver.

M
Mike R.Atlanta, GA6d ago

This is exactly what I needed to hear today.

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Amy N.Chicago, IL9d ago

Required reading for any serious agent.

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Dave K.Charlotte, NC12d ago

Been doing this for 2 years and wish I started sooner.

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Linda C.Nashville, TN15d ago

The accountability framework alone is worth the read.

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Brian F.Portland, OR18d ago

Real talk from real producers. No guru BS.

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Rachel P.San Diego, CA21d ago

Finally someone says it like it is.