I Used The Clinebell Report

by Larry Shoemaker, NerdCEO Clinebell Ltd

Yesterday, I met with a couple who were moving into town. They needed local Medicare insurance plans. I started with a Clinebell Report for their zip code. This allowed me to share the insurance companies I am contracted with and the plans offered in their area. This went smoothly and led nicely into the factfinding stage. They appreciated my transparency about how I put together my product portfolio.

When I started with the report, we started with the CMS TPMO Disclaimer and moved into the list of insurance companies I represent. This was a very natural conversation. Then I pointed out the companies I do not represent and how they may be redundant in their offerings. This positioned me nicely.

Below is an example of the Report. Since it can be run for every zip code, the information about the agent's offerings is accurate. I have included this report system into my website, which you can see at https://gethealth.agency/plans. The link there keeps compliance reporting compact and delivers accurate reports for the 500 counties I am licensed for.

Admittedly, the Clinebell Report system is new and we are refining it. However, the core product is operational. One item we struggle with is an appropriate title. Somehow, "TPMO Compliance Report" could be improved upon. If you would like to experiment with the Report system, go to www.clinebell.com and click on the "Get A Free Trial" button. This allows you to set up your profile, create a clickable link and QR code that you can embed in your website and advertising. If you have questions or challenges, contact me and we'll walk through it together. The free offer is good for thirty days. We will open up for subscriptions in September. The subscription price will be $25/mo. or $300/year.

Have fun with the report. And tell us about your experiences with it.

My Clinebell phone number is 520.867.4008 and my email is [email protected]