Introducing the InPocket Plan
with Ryan Eaton, David White, and Rick Holmes
Ryan Eaton, President of MWG Broker Services, hosts the Insurance Leadership Podcast. The Insurance Leadership Podcast brings insights and discussions with some of today’s top business leaders and experts. For Episode 28, he spoke with David White and Rick Holmes to discuss the newly launched InPocket Plan. The InPocket Plan is a Health Insurance Supplement created by MWG to work alongside existing ACA Major Medical Plans.
Quote of the Quarter
"People usually judge you based on where you are at currently, not what you could become eventually. Don't let one comment stop you from trying. File it away or use it as fuel. Focus on getting better. Someone else's analysis of your current position doesn't tell you anything about your current potential."
Unknown —Broker Incentives
OneAmerica Annual Incentive!
Earn up to 10% in bonus percentage!Eligibility:
- Sell a minimum of 10 lines of coverage and $50,000 annualized new business premium; or
- A minimum of five lines and $500,000 annualized new business premium
Effective Dates: 1/1/2023 -12/15/2023
Download Incentive PDFBig money for larger groups!
- $500 Bonus for every Premium Saver group 100+ Enrolled
- $250 Bonus for every Premium Saver group 50-99 Enrolled
Effective Dates: July 2023 — September 2023
New Business Only • Bonus paid in October
Gift cards for each group!
$100 Gift Card for every Premium Saver group with 5+ enrolled
Bonus paid every following month!
Download Incentive PDFBundling Bonus!
Every group sold through Group Connect with
3 or more products = $100 gift card.
Effective Dates: July 2023 — September 2023
New Business Only • Bonus paid in October
Group Connect Additional Incentive
- Receive an additional $50 bonus for every Premium Saver group with 10+ submitted through Group Connect!
Effective Dates: July 2023 — September 2023
Bonus paid in October
In the Spotlight
MWG Broker Services is so proud of the members that make up our department and team. Every person has a purpose, and they each bring great value to the team. We recently had two new members join our team: Deidre Hall and Ivania Calero. We’re so happy to have them here!
Read MoreWebinars
Join Technology Trainer, Cooper Simmons, as he hosts our webinars each month. These informative webinars are offered to our agents, brokers and account managers. We invite you to take advantage of the educational training webinars, created to help make selling our products and plans easier!
Everything you need to know to sell the InPocket Plan
Weekly Live InPocket Plan Webinar
July 27, 2023
Aug 1, 2023
Aug 8, 2023
Aug 17, 2023
Aug 22, 2023
Aug 29, 2023
Sep 5, 2023
Sep 13, 2023
Webinars starts at 11:00 AM CST
We know everyone is excited to start selling MWG’s new individual product we call the InPocket plan but want to make sure everyone understands how to get to the point of sale. In this webinar, we will go over the following:
- Contracting with AmFirst and Standard Life
- Registering the Broker Portal
- Accessing and Customizing IFE Link
Please take time to join this webinar or register for the recorded version so that you are prepared to offer the InPocket plan to your clients! This webinar is offered several times. Select the date that best works for you.
Online Group Quoting & Enrollment with MWG
August 15, 2023, 11:00 AM CST
Have you been looking for a way to get more quotes for your groups without the hassles that are usually involved? Well, MWG has a perfect system for this problem! Our contracted agents all have access to our group quoting/enrollment system called Group Connect free of charge. Time is too valuable to be wasting and MWG would like to help you become more efficient. Join our webinar on Tuesday August 15, 2023 at 11:00 AM Central for a demonstration of just how easy it is to use!
How Does MWG's InPocket Plan Work?
September 12, 2023, 11:00 AM CST
Have you ever wanted to be able to sell the Premium Saver product to individuals instead of just groups? If so, please take 30 minutes to join this webinar where we will go over how MWG's new InPocket plan is quoted/enrolled in through the Insurance for Everyone(IFE) quoting/enrollment system. Just a reminder, the IFE platform is provided to all contracted agents free of charge so whether you are an prospective agent or already contracted with MWG please take some time out of your day to learn more about IFE and the InPocket plan! We are very excited about this new product and hope you join the webinar to learn more about it!
Broker Portal Tips and Tricks: Group Access
October 10, 2023, 11:00 AM CST
Utilizing all the ins and outs of MWG’s complimentary Broker Portal could be the difference between you and the competition! In this upcoming webinar we will review the Broker Portal and specifically the Group Access section of the Broker Portal. Make sure you are equipped with the knowledge to separate yourself from your competitors. Take this opportunity to refresh yourself on this aspect of the Broker Portal and enhance your value as an agent!
View All Webinars