AHIP Certification: A Comprehensive Guide

It’s that time of year to start thinking about AHIP certification! In this week’s podcast, we take a closer look at what you need to know about the AHIP as well as the new NABIP certification. Certifications launch June 21, 2023 Click here for the AHIP Certification Click here for the NABIP Certification AHIP Certification  … Read more

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2024 CMS Final Rule: What You Need to Know

Listen in on a conversation between our President (Mike Smith) and Executive Vice President (Josh Slattery) as they discuss the 2024 Medicare Marketing Final Rule. Key Takeaways: Educational Events Sales events cannot occur within 12 hours of an educational event at the same location. Agents can not collect SOAs at educational events but lead cards  … Read more

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Retail Marketing 101

The Brokerage has been assisting our partners with retail marketing for over 17 years now. Though it has changed over time, it has remained a reliable source for marketing to Medicare and ACA beneficiaries during the enrollment season and for some agents, it’s a year-round initiative. In this episode, we sat down with Jamie Gaskill  … Read more

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Capitol Hill Updates with President Mike Smith

Our team recently attended the NABIP Capitol Conference in Washington D.C. In this episode, President Mike Smith gives an overview of how current legislation could impact your business in 2023 and beyond. Topics Covered: The Spirit of Independence Award Why you should consider joining NABIP Preservation of the employer tax exclusion Advocating for site neutrality  … Read more

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What an Illegal Medicare Call Sounds Like

Pepper McCarty, Medicare Product Specialist, recently shared a Medicare call recording with us:   Here’s what she said: “This is typical of the (many) phone calls I receive every day (but I don’t usually get a nice recorded message like this one). Obviously an illegal outbound call about Medicare Advantage. Your clients are receiving these  … Read more

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The Canadian Medstore

Do your clients want to save money on prescription drugs?Of course they do! But even with a Part D plan, they may not be getting the best deal. Example: Eliquis retails for about $550 in the USA, but that same drug costs just $71 in Canada. In this episode, we learn about a unique solution to help your clients save  … Read more

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How to Retain Your Clients During Medicare OEP

Loyalty…it’s rare these days. We have new plans every year competing with one another, and while you could make the argument that that is good (because it forces the carriers to improve their products), it also shapes consumer behavior. So as you work hard to attract new clients, you’ve gotta make sure that they stick  … Read more

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Selling Medicare: The Definitive Guide

Are you thinking about selling Medicare? Over the next decade, an average of 10,000 Baby Boomers will turn 65 and qualify for Medicare every single day. Selling Medicare is a rewarding opportunity where you get to help seniors understand their healthcare options, and make a generous commission while you’re at it. Continue reading for our  … Read more

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How to Use the WellCare Agent Portal

The WellCare agent portal is a powerful website that puts all of your tools in one place. Please note this uses images from a PC.  The view on a tablet or phone will look different, although the functionality should still be there. If you have not received a Writing Number, many of these features will  … Read more

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How to Get Your Insurance License: Complete Guide

Whether you want to work as an independent insurance agent or as a captive employee, you must be licensed with each state in which you want to sell insurance. Continue reading for a step-by-step guide on how to get your insurance license. You can jump around using the links below: Decide on your insurance products  … Read more

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How to Retain Your Medicare Book of Business

Did you know that it costs five times as much to attract a new client than to retain an existing one? This is especially true when selling insurance, where you have the potential to make unlimited renewal income.  According to research done by Frederick Reichheld of Bain & Company, increasing client retention by 5% increases  … Read more

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How to Recruit Agents

Are you looking to recruit agents and grow your insurance agency? Setting goals and then working ridiculously hard to achieve them sets you on the path of living a purpose-driven life. This article outlines the strategies we’ve used to help multiple agencies recruit agents and grow their businesses. Decide how many agents you want The first  … Read more

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