There are a lot of great Field Marketing Organizations (FMO) out there. When choosing the right one for you, countless factors go into making the correct decision. However, here at Plan Advisors, we’ve identified five key qualities that every great FMO should have and that you should expect when choosing the best fit for you.
Portfolio Assistance
As a broker, there are a lot of logistics you have to coordinate when it comes to growing your book of business. A great FMO should assist you with appointments, certifications, access to carrier systems, and information about carrier availability.
Technology That Makes a Difference
The right technology can go a long way in helping agents to locate resources, acquire quotes, and get contracted. At Plan Advisors, we offer the Broker Portal, which is a one-stop shop for resources and support requests for all of our agents. We also offer MedicareCENTER, which is available to agents as a CRM or for quoting, call recordings, and enrollments. Other enrollment tools include MedicareAPP, MedicareLink, CSG, and HealthSherpa. We want to show you that we have your best interest in mind by offering the best technology available.
Marketing for Your Agency
Any FMO worth looking at will offer your agency marketing support. Whether you have a small agency that’s only you, or a large agency with agents across the nation, you need an FMO that will help you get your name out there to grow your Book of Business. This may include:
- Website Development
- Branding and Logo Creation
- Advertising Material
- Marketing Strategy
- Promo and Sales Collateral
These types of efforts can often be a difference-maker come time for the Annual Enrollment Period (AEP).
Services That Meet Your Needs
Sometimes when you have a problem, you just need a helping hand to get the ball rolling. One of the best qualities of an FMO is one that helps to solve problems that you aren’t sure how to fix. For example, perhaps you have compliance questions and need someone to review what you’ve produced, or you may have billing or claims issues. Whatever it may be, great FMOs like Plan Advisors exist to be the middleman who supports your interests and helps you get on the right track.
Compensation for Your Hard Work
Many financial factors play into being a successful agent. FMOs should help you prepare and execute your finances, audits, commissions, overrides, and billing issues. At Plan Advisors, it’s our mission to ensure that you are paid what you have earned.
We think that these qualities of a great FMO are so important that we’ve made them the pillars of our organization. These are the key ways we serve our agents across the country. So if you’re an agent who needs more support to grow your Book of Business, reach out to Plan Advisors today!
