Insurance Business Babes
Joanna Wyckoff and Kathe Kline each work in the Medicare space, but they run their businesses very differently. Tune in each week to find out what they are talking about and how they can help your Medicare and ACA business grow.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 7, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 13, 2026
Latest episodes
Squeeze Your Funnel: The Event is Over. The Sale Isn't (opens the original)
Read excerpt
You may as well be lighting your marketing budget on fire if you're not following up. While Kathy's away, Joanna sits down with special guest Laura Winningham to unpack the follow-up system that separates agents who fill their calendars from agents whose RSVPs go cold. Laura shares her exact playbook from calling every lead before the event and using storytelling techniques that build instant trust, to capturing the cross-selling opportunities (cancer, home health care, life insurance) most agen
Preparing for AEP Reviews with Emily Henderson and Kevin (opens the original)
Read excerpt
Kathy's on a break this episode, so Joanna brings the show straight from a Monday Morning Live training session, joined by COO Kevin and guest trainer Emily Henderson, one of the team's top producers. Emily walks through a live role-play demo of exactly how she presents a Medicare Advantage plan review to a client, using Kevin as her practice client "Mr. Jones." This episode is a masterclass in presentation structure: Emily shows how to walk a client through a summary of benefits line by line, p
AEP Starts Now: Build Your Pipeline, Relationships & Referral Network (opens the original)
Read excerpt
Medicare season doesn’t end when enrollment periods end—it’s time to start building for AEP. In this training, Joanna Wyckoff explains how top Medicare agents use the months leading up to AEP to fill their calendars, nurture existing clients, cross-sell additional products, uncover overlooked plan benefits, and build valuable referral partnerships. Learn how to reverse-engineer Medicare plan benefits to find dentists, DME providers, vision centers, gyms, realtors, and other community partners, w
AI in Your Insurance Business: Where It Helps, Where It Hurts (opens the original)
Read excerpt
Kathe and Joanna get real about AI, from cloned voices on stage to ChatGPT catching a kidney stone diagnosis. A candid, unfiltered look at using AI wisely in your insurance business. AI is everywhere but are you using it right? In this episode of Insurance Business Babes, Kathe and Joanna dive into the good, the frustrating, and the downright deceptive sides of AI in business and everyday life. They talk about AI voice cloning gone wrong, why "AI island renderings" should come with a warning lab
Growing Your Insurance Business the Right Way: LOAs, Hiring & Work-Life Balance (opens the original)
Read excerpt
Joanna just landed her first Licensed Only Agent (LOA) and she's breaking down exactly how to do it right. In this episode of Insurance Business Babes, Joanna and Kathy dive deep into: What LOAs can (and can't) do with your book of business Client ownership, non-solicit agreements & protecting your Medicare agency Why she hired a licensed service assistant instead of a traditional LOA Bringing on a COO with military leadership experience Balancing rapid business growth as a single mom in the ins
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.