The Ultimate 7-Step Onboarding Process For New Clients
After you make the sale, it feels all the work is done. And for the most part, it is! But if you’re interested in…
A Medicare Agent's Guide to the AEP Post-Mortem
As soon as December 8th arrives, we enjoy a sigh of relief. Right now is the perfect time to plan for what we'd do differently next year.
2025 Medicare Changes: What Insurance Agents Need to Know
Another year brings significant updates to Medicare, and 2025 is no exception.
Selling Your Medicare Book of Business: An Interview with Carrie Sansom
When Carrie Sansom reached her 10th Annual Enrollment Period (AEP), she began feeling the need for change. As a successful Medicare agent with over a decade of experience, she had built a large and…
How to Maximize the New Medicare Advantage Midyear Statement (2025)
Starting in 2025, CMS is rolling out a new requirement for Medicare Advantage plans: a Mid-Year Enrollee Notification of Unused Supplemental Benefits. So many beneficiaries don't use their…
Selling Your Medicare Book of Business: An Interview with Paul & Lucille Sliker
When Paul and Lucille Sliker decided to leave the U.S. and make a life-changing move to Portugal, they knew it was also time to step back from their successful Medicare business. But as seasoned…
Agents Weigh In: What’s New This AEP Season
As the Annual Enrollment Period (AEP) for 2025 plans unfolds, agents across the country are in the thick of it—fielding calls, answering questions, and finding solutions for their clients.
2025 Part D Updates & Carrier Highlights
*Disclaimer: FOR AGENT USE ONLY - Cannot be distributed to the public or used in any customer solicitation.* It’s that time of year again, where PDP enrollment goes wild and we all kick it into high…
Interview with Bill & Amy: Selling Their Medicare Book of Business
In this insightful interview, Bill and Amy Betts share how they transitioned from life on a sailboat to building a successful Medicare business in Southwest Florida.
Medicare Advantage Highlights For the 2025CY AEP
*Agent Use Only. Not For Use With the General Public* Welcome to the 2024 AEP for CY2025 enrollments, which lasts from October 15-December 7. We're ready for another great AEP season!
