Accendo / CVS Health Medicare Supplement Is Here!

March 25, 2020

Accendo Insurance Company (ACC), part of the CVS Health family of companies and an Aetna affiliate, released a new Medicare Supplement product effective March 13, 2020.

The Ultimate Guide to Selling Insurance From Home

March 23, 2020

Face-to-face appointments are the way we’ve sold insurance for a long time. However, over the past decade or so, more agents have been taking their business online, using e-Applications and other…

How to Sell Medicare Part D

March 17, 2020

As an agent in the senior market, you need to know how to sell Medicare Part D. Even if you're a die hard MAPD fan, you're still bound to come across clients who prefer a Med Supp or the MSA, in…

Electronic Scope of Appointments (eSOAs) Now Available With Quoting Tools

March 11, 2020

Scope of appointment forms are the bane of any insurance agent's existence during AEP. Thankfully, CSG released a new feature that allows you to do Scope of Appointment forms electronically.

Why You Shouldn't Become an Independent Agent in the Senior Market

March 9, 2020

Being an independent agent in the senior insurance market can be quite an attractive career path. You're your own boss, you get to set your own schedule, it's not uncommon to earn six figures after a…

9 Ways to Ask for Referrals to Grow Your Insurance Agency

February 10, 2020

Ah, the wonderful referral. There's no better – or inexpensive – way to grow an insurance agency than to be thriving off of referrals. Word of mouth marketing is a tried-and-true way to find new…

Do I Need an LLC as an Independent Insurance Agent?

February 3, 2020

When we start talking about terms like LLC, sole proprietorship, partnership... things can get muddy really fast. That's why we talked with a local lawyer, Shane Mendenhall. He has some great advice…

Ask the Underwriters: Med Supp & Life Underwriting Tips for Agents

January 27, 2020

Ahh, underwriting. The bane of many an independent insurance agent's existence. While many of us struggle to place tough cases as we bury our noses in underwriting guides, there are underwriters out…

7 Surprises to Insurance Agents After They Enrolled in Medicare

January 21, 2020

Enrolling into Medicare is one of the most complicated endeavors you go through as you prepare to turn 65. Thankfully, independent insurance agents make the confusing process simple.

Now That AEP Is Over, Sell Your Insurance Business!

December 20, 2019

AEP is over! As I talk to agents, a lot of the older guys say that they don't want to go through another AEP. Now that the dust has settled from a busy fourth quarter, this felt like the perfect time…