Compliance Notice: Individual carriers frequently enforce stricter standards in their agent manuals. Always verify specific carrier guidelines and consult your compliance team before modifying client-facing scripts or appointment workflows. The Doors Are Open: New Rules, Steady Hands On October 1, 2026, two critical milestones arrived at the exact same moment:
Referrals are more than leads. When you think about a referral, they’re really a testament to the trust, reliability, and quality of service an agent provides. A strong referral network is one way to build a thriving business. That is essential for steady growth and establishing a reputable presence in
AEP is just around the corner; this is your time to prepare. For some of you, in the past, this looked like securing your Walmart Medicare AEP locations to utilize the HBH Walmart Program, letting your clients know where to find you and when. Unfortunately, this year Walmart will no
5 Ways You Can Prepare for AEP Now As a Medicare agent, Annual Enrollment Period (AEP) is often a busy and stressful time, but it’s also a time to really expand your business. While AEP doesn’t kick off until October 15th, the most successful agents are starting to prepare now.
2022 was another eventful year in the Medicare Sales industry. Agents, faced with new regulations and stricter requirements, spent the year adapting and learning. Meanwhile, the industry itself saw continued growth. Let’s take a look at how the Medicare landscape changed in 2022. Medicare Industry Updates in 2022 On May
Saturday, October 15 marks the beginning of AEP, when you can begin selling Medicare for Plan Year 2023. These next two weeks are critical. While you can’t start writing policies until the 15th, you should be marketing them now. You should also take time to prepare, and that’s where we
AEP is coming soon, and if Medicare events are part of your marketing approach – and they should be – then now is the time to start planning. For in-person events in particular, you want to start preparing early to make sure you get the venue of your choice while
Want to make the most of your leads this AEP? Then the time to order them is now. July is nearly over, and you’ll need to be ready to mail your lead drops in mid to late August. Find out why the timeline is so important and how to make
AEP starts in just a couple of weeks, and while you can’t start selling policies until October 15, you can and absolutely should start marketing them on October 1. When you do, make sure grassroots marketing techniques are part of your repertoire. What is Grassroots Marketing? While traditional marketing works
When we surveyed agents after last year’s AEP, many weren’t feeling great about how the past few months had gone. The pandemic had brought about a surge in remote sales, requiring agents to learn new technologies. Meanwhile, TV ads making unreasonable promises seemed to be everywhere. This year, we surveyed
Compliance Notice: Individual carriers frequently enforce stricter standards in their agent manuals. Always verify specific carrier guidelines and consult your compliance team before modifying client-facing scripts or appointment workflows. The
Referrals are more than leads. When you think about a referral, they’re really a testament to the trust, reliability, and quality of service an agent provides. A strong referral network
AEP is just around the corner; this is your time to prepare. For some of you, in the past, this looked like securing your Walmart Medicare AEP locations to utilize
5 Ways You Can Prepare for AEP Now As a Medicare agent, Annual Enrollment Period (AEP) is often a busy and stressful time, but it’s also a time to really
2022 was another eventful year in the Medicare Sales industry. Agents, faced with new regulations and stricter requirements, spent the year adapting and learning. Meanwhile, the industry itself saw continued
Saturday, October 15 marks the beginning of AEP, when you can begin selling Medicare for Plan Year 2023. These next two weeks are critical. While you can’t start writing policies
AEP is coming soon, and if Medicare events are part of your marketing approach – and they should be – then now is the time to start planning. For in-person
Want to make the most of your leads this AEP? Then the time to order them is now. July is nearly over, and you’ll need to be ready to mail
AEP starts in just a couple of weeks, and while you can’t start selling policies until October 15, you can and absolutely should start marketing them on October 1. When
When we surveyed agents after last year’s AEP, many weren’t feeling great about how the past few months had gone. The pandemic had brought about a surge in remote sales,
