Articles For Agents

How to Serve Medicare Clients Remotely

How to Serve Medicare Clients Remotely

The CDC has warned that older adults and people with heart disease, diabetes or lung disease are at an increased risk for serious illness from COVID-19. This means that all of your Medicare clients may have an increased risk, and some are especially vulnerable. You...

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Texas SNPs – How to Help Clients Get Extra Help

Texas SNPs – How to Help Clients Get Extra Help

Do your Medicare clients have special needs? Special Needs Plans (SNPs) are available for Medicare enrollees who have chronic health conditions, qualify for Medicaid or need institutional care. If any of your clients fit into any of these common categories, learn how...

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Goal Setting Strategies for Insurance Agents

Goal Setting Strategies for Insurance Agents

Many people like to kick off the new year with a resolution or two. Unfortunately, these resolutions are usually abandoned by summer – if they even last that long. According to Business Insider, 22 percent of people think it’s OK to give up on their New Year’s...

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Everything Agents Need to Know About OEP

Everything Agents Need to Know About OEP

AEP is ending, but the Medicare Advantage Open Enrollment Period is right around the corner. To help you prepare, here’s a reminder of what you as an agent can do during OEP, as well as what your clients can do. For Clients – Enrollment Options The Medicare Advantage...

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Just in Time for AEP: Medicare Plan Finder Update

Just in Time for AEP: Medicare Plan Finder Update

Whenever new technology is released, bugs are a common problem. The redesigned Medicare Plan Finder has been no exception. Problems and missing features have led to widespread complaints about the new system and concerns about the annual election period. Problems and...

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New Medicare Plan Finder

New Medicare Plan Finder

This annual election period, Medicare beneficiaries will have many Medicare Advantage and Medicare Part D plans to choose from. To help enrollees compare options, Medicare provides the online Medicare Plan Finder tool. This year, the tool will be a little different...

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10 Client Retention Strategies for Medicare AEP

10 Client Retention Strategies for Medicare AEP

By now, you’ve probably heard the news: It costs much more to acquire a new customer than it does to retain a client you already work with. In fact, the probability of selling to an existing customer is as high as 60 to 70 percent according to ClickZ. With that in...

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Medicare AEP Outlook – What Agents Should Expect

Medicare AEP Outlook – What Agents Should Expect

Medicare insurance agents are gearing up for a busy season. The Annual Election Period starts October 15 and ends December 7.  It’s an important time for the Medicare enrollees selecting coverage for 2020, and it’s a hectic time for the insurance agents helping them....

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Insurance Marketing: Use Videos to Educate Clients

Insurance Marketing: Use Videos to Educate Clients

Want to amplify your success this AEP? Add videos to your insurance marketing mix. Why? Because not everyone learns well by reading. Many people are auditory or visual learners, meaning they need to hear or see information to understand it. Videos can appeal to these...

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Medicare Agent Comp, Training and Testing Requirements for 2020

Medicare Agent Comp, Training and Testing Requirements for 2020

Believe it or not, but it’s already time to start looking toward the next Open Enrollment Period. CMS has released information on agent compensation rates, as well as training and testing requirements for 2020. The busy season will be here before you know it. Here’s...

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Do Your Clients Have the Electronic Medicare & You Handbook?

Do Your Clients Have the Electronic Medicare & You Handbook?

Between now and May 31, you can sign up to receive a digital copy of the Medicare & You Handbook. It has all the same information as the traditional paper version, but the electronic format comes with advantages over the physical book. Tell your clients to sign up...

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Four Ways to Up Your Sales Game

Four Ways to Up Your Sales Game

Are you falling behind your sales goals? It’s not just you. According to Marc Wayshak, only about a quarter of salespeople exceeded their sales quota last year. Nearly everyone needs to up their sales game. Of course, that’s easier said than done. Making sales is hard...

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Medicare Scams – Share This with Clients!

Medicare Scams – Share This with Clients!

Does it seem like half the calls you get are from scammers? You’re not alone. According to data from First Orion, scams calls went from 3.7 percent of all calls in 2017 to 29.2 percent in 2018. This year, scam calls are expected to account for 44.6 percent of all...

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Important Office Move Information

Important Office Move Information

We’re thrilled to announce that we are officially moving into our new building on Monday, March 25! Our new address is: 410 E Harrison, Harlingen, TX Our phone number and all other contact information will remain the same. In preparation for our move, please note the...

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New Medicare App

New Medicare App

Determining coverage has never been easier. CMS recently released an app that provides coverage information on Medicare. With the What’s Covered app, anyone can search for a service or item and see whether it’s covered under Medicare Part A or Medicare Part B. How Can...

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Time Management Tips for Insurance Agents

Time Management Tips for Insurance Agents

It’s good to have goals. It’s even better to achieve those goals. If you’re regularly falling short of what you want to accomplish, it’s time to find new strategies to help you manage your day and be more productive. Wake Up Early. “The sun has not caught me in bed in...

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Agents: Do You Know the Dos and Don’ts of OEP?

Agents: Do You Know the Dos and Don’ts of OEP?

The Medicare Annual Enrollment Period is over, and many agents are probably still recovering from the hectic time. Before you get too relaxed, however, remember that a new Medicare Advantage Open Enrollment Period is just around the corner. Make sure you know what you...

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