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December Partners of the Month: Jim and Diane Kaufman

Dec 12, 2017

We are excited to announce Jim and Diane Kaufman as our latest Partners of the Month! Jim and Diane Kaufman have been independent agents offering Medicare products to their clients for the last 5 years – that’s 6 AEP’s!

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Jim has been a sales entrepreneur for over 45 years. One of his more interesting ventures was producing nationally known authors and professional speakers in the fields of sales training and motivation. To this day, Jim loves training and developing salespeople. Jim is a creative marketer and a people person to the max!

Diane, in addition to insurance agent, is a licensed CPA in Texas. She has worked in corporate accounting, sales support, and operations positions as well as in several local public accounting firms. At one time, she was the Controller for a regional dairy and later the Director of Pricing and Sales Support for a billion $$ dairy. She was also co-owner and manager of several fast food restaurant franchise locations in San Antonio and Sherman. Diane enjoys the Medicare insurance market and is thrilled that she gets to work with her husband, Jim, every day (well…most of the time!)

Jim’s and Diane’s combined business and sales experiences contribute to the success of achieving their mission statement:

“The Kaufman Agency’s mission is to become the premier Medicare Insurance brand in our marketplace.”

Jim and Diane went on to say, “Our focus is on Medicare-eligible consumer education. Our target market is people who are new to Medicare: turning 65, leaving employer plans, or other situations. We hold year-round community sales meetings and our attendees often tell us that we take the confusion out of understanding their Medicare options. We believe that we provide our clients with outstanding customer service and we have high client retention year after year.

“We enjoy working with the fine staff at The Brokerage. Over the years, we believe they have made it possible for us to grow our business much more rapidly. There are many special people there who we look forward to working with all year long and always have answers when we have questions. Staff is very accessible, even during busy AEP!”

In their spare time, Jim and Diane are “parents” to two beautiful white English labs, Kobe and Kammi. They enjoy working out, reading, dining out, traveling, and just “hanging-out” with family and friends. All of us at The Brokerage, Inc. are so glad to be partnered with Jim and Diane.

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