How to Record & Store Calls for AEP: CMS Compliance Changes
New compliance rules and guidelines that apply to Medicare Advantage and Part D plans are coming. From new disclaimers to a call recording and 10-year storage requirement, these major changes will…
A Summertime Pep Talk on Calling Your Client Base
A lot of agents spend the summertime relaxing and going on vacation, and I do hope you have great family time set aside. But at the very least, talk to your customers, and don't take the whole summer…
Are Insurance Agents Really Necessary? (2022)
💬 Tell us in the comments: where do you think the future of insurance agents is headed? Back in 2013, I wrote this article about whether or not insurance agents are really necessary in today’s…
15 Valuation FAQs From Senior Market Agents
When you're ready to retire or leave the business, you can sell your block of business. Your client base and renewable commission streams are valuable.
Succession Planning 101: How to Retire as an Independent Insurance Agent
Coming up with a succession plan – and ultimately a retirement plan – is one of the biggest decisions you’ll make in your life, especially as an independent insurance agent. Your book of business can…
3 Killer Annuity Sales to Inspire & Motivate
Are you thinking about getting into annuity sales? Or perhaps you just need a little motivation in the annuity department. I've got you covered.
Med Supp Agent Guide to Household Discounts
Medicare Supplement household discounts (HHDs) can be a great selling point with consumers, but they can also be a huge pain for agents.
Do You Know What Seniors Want In a Medicare Advantage Plan?
Do you know what seniors really want in a Medicare Advantage plan? The answer, in many cases, may surprise you.
MedicareCENTER's Free CRM Tool for Medicare Insurance Agents
Are you a Medicare agent looking for a free, user-friendly CRM? Look no further than MedicareCENTER, a powerful quoting and enrollment platform. Store client information, set follow-up reminders, and…
Google Business Profiles for Insurance Agents (a How-To)
If you go to Google and search “medicare insurance,” you’ll probably see a few ads at the top of the screen. Then, you’ll spot a section titled “People Also Ask” and a little map with three or so…
