Phoenix Star Insurance

Reflecting back on some impactful insights from our recent training with Tara Chan (Juvo Insurance Solutions) .

2 weeks ago we held a specialized training from our agency partners, focused on CMS-compliant tele-sales scripts. The session was a HIT! Agents walked away with another tool to better serve the Medicare community.

Thank you Tara for the energy, expertise, and clear explanations you brought to the training!

Last week’s training was a deep dive into what matters most: being an informative and caring agent for our clients.

Thank you to Miguel Hernandez (EFIS Financial & Insurance Services) and Juvo Insurance Solutions Inc for leading the way.

What a way to celebrate the Lunar New Year! Last week (Feb 18th), the Phoenix Star Insurance Agents came together for a powerhouse day of learning and strategic growth.

We kicked things off with Amelia Liman, who shared master-level insights on how to grow your B.O.B. by strategically using ancillary and supplemental providers.

We closed the day with Jan Walsh and Stephanie Hughes, who gave us a deep dive into Integrity Technology. Seeing how Integrity Connect can streamline a workflow is a total game changer for staying organized and efficient in 2026!