Articles

Pre-AEP Guidance + SEP for DE and LIS Guidance from Humana

Pre-AEP Guidance  Pre-AEP is the timeframe between October 1 and October 14.  During Pre-AEP, agents are allowed to set appointments, present plan benefits for the upcoming plan year, assist beneficiaries in completing a paper application, and/or send wet-sig...

5 Tips for Leaving an Effective Sales Follow-Up Voicemail

For insurance agents, leaving an effective sales follow-up voicemail is essential for securing new clients. It’s important to make a good impression and ensure that your message is clear and concise. Here are five tips for leaving an effective sales follow-up...

2024 Medicare Advantage & Part D: Major Compliance Changes Are Coming

Get ready now: The Centers for Medicare & Medicaid Services’ 2024 Proposed Rule leans toward more regulations around Medicare communications and marketing guidelines for the approaching plan year. In 2023, agents selling Medicare Advantage and prescription drug...
5 Tips for Leaving an Effective Sales Follow-Up Voicemail

5 Tips for Leaving an Effective Sales Follow-Up Voicemail

For insurance agents, leaving an effective sales follow-up voicemail is essential for securing new clients. It’s important to make a good impression and ensure that your message is clear and concise. Here are five tips for leaving an effective sales follow-up...

Change the Way You Sell Medicare with Social Media Branding

Change the Way You Sell Medicare with Social Media Branding

91% of baby boomers use one or more social media sites.   That’s a big opportunity! In this post, we’ll show you how to leverage social media branding to boost your personal brand exposure and get more Medicare leads and referrals. Why Social? Let’s take a step...

Producer Registry to Help Agencies With Moves

Producer Registry to Help Agencies With Moves

The National Insurance Producer Registry (NIPR) wants to do more to help insurance agencies and insurance brokerage firms. The agent and broker license recordkeeping company says it’s adding a contact information update service aimed at agencies, brokers and other...

Making The Most Of The Life Insurance Awareness Campaign

Making The Most Of The Life Insurance Awareness Campaign

To successfully leverage this promotional campaign, educate clients and prospects, expand online options and be more active on social media. COVID-19 has underscored the need for many Americans to review their life insurance needs and seriously consider the purchase...