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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AHIP Certification: A Comprehensive Guide

Are you thinking about the AHIP certification? In this week’s Broker Link Podcast, we take a closer look at what you need to know for AHIP Certification 2022. AHIP Certification 2022 AHIP, (America’s Health Insurance Plans), is an industry-recognized certification test that is required by almost all Medicare carriers.  It’s required to sell Medicare Advantage  … Read more

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Medicare OEP: 5 Things Brokers Should be doing

Another busy Medicare Annual Enrollment Period has passed, you’ve enjoyed some holiday time with your family, and now it’s time for the Medicare OEP! The Medicare OEP, or “Open Enrollment Period,” runs from Jan 1 – Mar 31. This period allows Medicare Advantage members to change plans without having to wait until next year’s AEP.   … 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 business. Decide how many agents you want The first thing  … Read more

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How to Create Your Medicare Business Plan

With 10,000 Baby Boomers turning 65 every day, it’s a great time to create your Medicare business plan! This article discusses 4 core areas to focus on when putting together your Medicare business plan. This includes production goals, lead generation, client retention, and marketing co-op.  Production Goals Whether you’re a full-time agent or you’re selling  … 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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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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