How to Use PlanEnroll’s Agent Website to Increase Sales
PlanEnroll’s Agent Website offers a streamlined, professional way to connect with clients, build trust, and increase your sales potential.
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…
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 2026, 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.
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.
Insurance Fact Finders: An Essential Tool for Senior Market Agents
What if there were a roadmap that gave structure to your appointments? And what if that roadmap also helped you cross-sell with minimal effort?
Streamline AEP: Top Scheduling Tools for Agents
Every October 15th, AEP arrives, and many agents run themselves ragged trying to help all of their clients before this 53-day window of opportunity is over. Scheduling appointments is a huge time…
8 Key Takeaways From Our 2025 Compliance Training Webinar
Our recent 2025 Compliance Training Webinar provided valuable insights into the upcoming changes and challenges in the compliance landscape.
