Jessica Logan

MedicareCompareUSA Licensed Insurance Agent

Why did you get into Medicare sales?

I have been an independent life insurance agent since 2018. I helped many clients over the years but was really attracted to renewal income and being able to use my extensive knowledge and experience to be able to be more of a one stop for my clients for annuities, life, ancillary. I also wanted to get away from the large chargebacks that come from the life insurance side.

What keeps you in this industry?

What keeps me in this industry is the opportunity to truly help people. I always strive to treat my clients the same way I would treat my own family—making sure they are in the best possible position and that they understand their options. For me, it’s not just about policies or plans; it’s about making sure people feel supported and taken care of. Knowing that I’m helping improve someone’s daily life or giving them peace of mind is what makes this work meaningful to me.

What do you love most about serving seniors?

What I love most about serving seniors is the opportunity to truly make a difference during an important stage of their lives. Many of them are navigating Medicare for the first time, and it can feel overwhelming. I enjoy being able to simplify it for them, answer their questions, and help them feel confident about their coverage. I always try to treat my clients the way I would want someone to treat my own parents or grandparents—making sure they’re protected, informed, and in the best possible position.

What does your off-season strategy look like?

Implementing myself into my community to gain recognition as the Medicare specialist in my area.

What’s one habit that changed your business?

I utilize Monday.com and have an entire client board to track all my clients, pending client, T65, potential Medicare, current Life clients, and I track everything from their birthday to last communication, to whose lead they are and how much commission I received. Keeping good organization is helping me to not miss a beat with my clients.

How are you incorporating ancillary products into your book?

Since it’s my first season with Medicare, I intend to reach out to them to do a needs analysis and introduce options as ways to help protect them financially and give them additional peace of mind.

How do you build long-term client relationships beyond enrollment?

I make sure all my clients have my contact information saved. I also save all my clients names and information in my phone so when they call, I know exactly who they are and I can answer the phone by saying, “Hi Mary!” I take notes about people and save it in their file so that way I can remember details to help with our long-term client relationship. I also assure them that they’re in good hands and they don’t have to worry about starting over with anybody else—I’ll be their trusted Medicare advocate.

How do you build long-term client relationships beyond enrollment?

I’ve been in Life Insurance industry since 2018. I grew an insurance agency within my FMO of 100 writing agents that I helped and trained. Before that, I worked in the healthcare field as a surgical tech. I walked away from the healthcare industry to have more flexibility and time to be a mom to my four children, ages 19, 15, 12, and 1-1/2. I love exploring new places and trying new things, especially being outside and in or around the water. I also really like designing spaces. I’m originally from Washington State but now live in Texas.

One of my favorite quotes is, “Be fearless in the pursuit of what sets your soul on fire.”

To me, this journey is not just about sales; it’s about truly supporting my community and clients while empowering them with knowledge that paves the way for their ultimate health, financial, and overall well-being.