The agents with the strongest referral pipelines aren't just working their client base — they're embedded in their local healthcare ecosystem. When doctors, specialists, and clinic staff know your name and trust your expertise, new clients find you.
That's exactly what our next How to Grow Your Business webinar is all about.
Rosa Phillips, Sales Representative for JSA's Western Region, brings more than 25 years of Medicare industry experience — spanning insurance carriers, medical groups, and community outreach — to this practical, how-to session. In it, she'll cover:
How to identify the right types of provider groups to approach — from medical groups and IPA offices to specialists, dentists, and hearing aid vendors — and how to walk in with a clear value proposition
How to find the "gatekeeper" in any provider office and build the kind of relationship that earns you a permanent spot at the front desk
Proven office activities — including Lunch & Learn sessions and ongoing follow-up routines — that keep you top of mind and generate steady referrals
How to leverage community involvement, senior centers, and health fairs to grow your network and deepen your presence where your clients already live
Whether you're brand new to provider outreach or looking to be more systematic about it, Rosa will give you a repeatable playbook you can start using immediately.