ACA OEP Checklist

The 2021 ACA Open Enrollment Period is almost here, and it’s hard to believe we are entering the 8th year! As always, we want you to be as successful as possible, so here are 5 items to mark off your checklist in preparation for the busy ACA selling season. 1. Complete Your FFM Certification This  … Read more

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Simply Enroll FAQs

Most recent updates: 1. Two-factor authentication when emailing quotes is now available! When sending a quote, it now generates a PIN that you provide to your client to access the quote. It also requires your client to verify their DOB. While DOB is not a “required field,” it will not send without it. This update  … Read more

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Social Media Posts for Open Enrollment

October, November, and December are by far the busiest months of the year for Medicare and Health Insurance Brokers. Between sales meetings, in-person appointments, retail booths, and managing referrals, marketing sometimes falls by the wayside. Please don’t wait until things get too busy to schedule your social media posts. I want to give a big  … Read more

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What are the different types of life insurance?

Life insurance is pretty straightforward. If you have a policy in force, the carrier will pay a death benefit to your beneficiaries when you die. Although the premise is simple, life insurance can take many forms, and it can be difficult to understand how each product works. Below, we have laid out the different life  … Read more

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Medicare AEP Checklist

The 2021 Medicare Annual Enrollment Period is almost here, and it’s going to be a great year! Believe it or not, we get calls every AEP where brokers ask “what should I be doing?” Please do not be that person! We want you to be as successful as possible, so I have listed 5 items  … Read more

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Lasso Healthcare MSA

The Brokerage Inc. has recently partnered with Lasso Healthcare to be able to write MSA’s! Lasso has announced that they are expanding to include 34 states plus Washington DC for 2021! If you are a Medicare Agent, you need to be sure to get contracted with Lasso SOON to be ready to sell by AEP!  … Read more

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LIAM 2020

It’s Life Insurance Awareness Month, so there is no better time to talk to your clients about the value of having a life insurance policy. In addition to the many life insurance products available at TBI, we have compiled a list of our resources below to help you have that conversation: Life Insurance Marketing Material  … Read more

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Tips for Selling Medicare over the Phone

In today’s COVID-19 reality, most of us that are in Medicare sales suddenly found ourselves learning quick techniques on how to sell to our clients by using our telephones.  These Tips for Selling Medicare over the Phone will help you get started.  Selling Medicare over the Phone My introduction to this business started over 26  … Read more

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Christus Health Plan

At CHRISTUS Health Plan, they believe having access to quality medical coverage is a universal right. Affordability paired with optimal care and all-encompassing benefits is what Christus offers individuals and families in Texas and Louisiana via their health insurance exchange plan. Residents from these states, pending their eligibility, qualify for an HMO-style plan designed with  … Read more

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MAPD 2021 First Looks

It’s that time of year again! 2021 Medicare Advantage and PDP plan benefits are not to be marketed or shared with consumers prior to 10/1/2020. Available: Available: Coming Soon: Coming Soon: Available: Available: Available: Available: Coming Soon: Coming Soon: Available:

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Medigap vs. Medicare Advantage: What’s the Difference?

Any senior that is nearing 65 has likely been contacted with choices about their Medicare options. This season is an important time to look at all the data and come to a decision about what to do next. Whether you are coming off a group plan or an ACA plan, now that you are eligible  … Read more

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How to Get Started in Medicare Sales

Thinking about selling Medicare?  There are a few steps you need to get started in Medicare sales.  And although it may seem a little daunting, it’s not a difficult process if you take it one step at a time. Obtain life and health insurance license Begin contracting with Medicare carriers Take certification modules and get  … Read more

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