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RTS Agents Are AEP-Ready Agents
RTS Agents Are AEP-Ready Agents As AEP 2027 approaches, one of the best things agency principals can do is help their agents become Ready-to-Sell (RTS) as early as possible. RTS status doesn't automatically create sales, but it...
Read MoreHow to Generate Medicare Referrals Before AEP Starts
How to Generate Medicare Referrals Before AEP Starts For many Medicare agents, the best AEP opportunities don't come from purchased leads or cold outreach. They come from referrals, including satisfied clients, trusted professionals,...
Read MoreMA AEP Agent Checklist: Preparing for the Annual Enrollment Period
MA AEP Agent Checklist: Preparing for the Annual Enrollment Period The Medicare Advantage Annual Enrollment Period (AEP) is an important time for agents to support clients in reviewing their coverage options. Proper preparation can...
Read MoreCommon Questions People Have When They Turn 65
Common Questions People Have When They Turn 65 Turning 65 is a milestone. And with each milestone we face in life, we have questions about what's next. If you have questions about turning 65, you're not alone. We've taken the time to...
Read MoreACA Agent Ready-to-Sell Checklist: From Setup to Sales Success
ACA Agent Ready-to-Sell Checklist: From Setup to Sales Success Getting started in ACA is about more than just licensing—it’s about making sure every part of your business is aligned so you can sell confidently and compliantly from day...
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6 Things You Should Do If You're Turning 65 This Year
6 Things You Should Do If You're Turning 65 This Year Turning 65 this year? Well, we’re here to make sure that life keeps getting better with age. These 6 steps can help to ensure that you’re on track to take easy street through the...
Read MoreCan Caregivers Help a Loved One Enroll in Medicare?
Can Caregivers Help a Loved One Enroll in Medicare? As caregivers, we become resources for our loved ones in so many ways. Often, as our loved ones age, their healthcare becomes more complicated and staying on top of their Medicare...
Read MoreWhat Is Medicare? A Quick Guide
What Is Medicare? A Quick Guide Medicare is a federal health insurance program designed primarily for people age 65 and older. It also covers certain younger individuals with disabilities or qualifying health conditions. How Medicare...
Read MoreExplanation: Humana "Notice of State Specific Appointment Termination"
Explanation: Humana "Notice of State Specific Appointment Termination" What is this email? This is an automated administrative notification triggered by Humana’s annual "Appointment Cleanup" process. It is a standard procedure used to...
Read MoreIntroducing the Integrity Health Plan!
Your health coverage just got a major upgrade — exclusively because you're part of Integrity! Introducing the Integrity Health Plan — the first of its kind health plan built for independent agents and advisors like you! Why the...
Read MoreHumana Hierarchy Freeze Update: Key Dates to Know
Humana Hierarchy Freeze Update: Key Dates to Know Humana has announced an upcoming hierarchy freeze open window, giving agents and agencies a limited opportunity to make changes before restrictions resume. Below is a summary of the...
Read MoreBaylor Scott & White Health Plan: Agent Update
Baylor Scott & White Health Plan: Agent UpdateBaylor Scott & White Health Plan has announced it will exit the Texas Medicaid Managed Care Program effective August 31, 2026, and will discontinue individual ACA marketplace plans after...
Read MoreCMS CY 2027 Final Rule: Quick Overview for Agents
CMS CY 2027 Final Rule: Quick Overview for AgentsThe CMS CY 2027 Final Rule streamlines agent processes while maintaining strong consumer protections. The focus has shifted from rigid timing rules to clarity, transparency, and consumer...
Read MoreROY: How Agents Can Stay Productive Outside Enrollment Season
ROY (Rest of Year): How Agents Can Stay Productive Outside Enrollment SeasonROY (Rest of Year) is a quieter time for plan changes that still offers meaningful opportunities when a client qualifies for a Special Enrollment Period (SEP)...
Read MoreThree Marketplace Reminders Agents Should Keep on Their Radar Right Now
Three Marketplace Reminders Agents Should Keep on Their Radar Right NowStaying on top of Marketplace requirements can help prevent coverage disruptions for clients and avoid unnecessary issues during the year. Here are three timely...
Read MoreWhy Some Medicare Advantage Enrollees May Need to Switch Plans in 2026
Why Some Medicare Advantage Enrollees May Need to Switch Plans in 2026Medicare Advantage has become the most popular form of Medicare coverage, now serving more than half of all eligible beneficiaries. As the program continues to grow,...
Read MoreProtecting Your Medicare Support When You Move: How Plan Advisors Keeps You Connected
Protecting Your Medicare Support When You Move: How Plan Advisors Keeps You ConnectedRelocating in retirement can bring excitement, new experiences, and a fresh environment. But as you plan your move, one of the most important...
Read MoreThe Art of Landing Client Referrals
The Art of Landing Client ReferralsEvery Medicare Sales Specialist dreams of the day when referrals come in so steadily that marketing feels optional. While that may not happen overnight, there are practical habits you can build now to...
Read MoreCMS Proposes New Rules to Lower Health Care Costs and Expand Consumer Choice
CMS Proposes New Rules to Lower Health Care Costs and Expand Consumer ChoiceThe Centers for Medicare & Medicaid Services (CMS) has introduced a new proposal aimed at lowering health care costs, expanding coverage options, and improving...
Read More5 Quick Tips for Helping Your Parents With Medicare in 2026
5 Quick Tips for Helping Your Parents With Medicare in 2026Helping your parents navigate Medicare in 2026 doesn’t have to feel overwhelming. These five simple tips can make the process easier and help you support them with confidence.1...
Read MoreUnderstanding Hospital Indemnity Plans: A Quick Guide for Insurance Agents
Why Hospital Indemnity Plans Are a Game‑Changer for Your Clients in 2026Hospital bills can add up quickly, even for people with good insurance. Many clients don’t realize how much they may still owe until after a hospital stay. That’s...
Read MoreCMS Sets 2028 Maximum Fair Prices for 15 Medicare Drugs
CMS Sets 2028 Maximum Fair Prices for 15 Medicare DrugsMedicare is taking another important step toward lowering prescription drug costs. The Centers for Medicare & Medicaid Services (CMS) has announced the next group of 15 medications...
Read MoreTop Social Media Strategies That Actually Work for Insurance Agents
Top Social Media Strategies That Actually Work for Insurance AgentsSocial media can feel overwhelming, but you don’t need to be a marketing expert to see results. A few consistent habits can help you build trust, show your personality,...
Read MoreHow Clear Medicare Education Helps Retain Clients
Medicare Clarity Builds Confidence—and LoyaltyMedicare can be hard to understand. There are many plans, rules, deadlines, and costs. For many people, this can feel confusing and stressful. When clients don’t understand their coverage,...
Read More2026 United Healthcare Lack of Certification Termination Project
Lack of Certification Termination ProjectThis year, UnitedHealthcare will not be providing initial certification reports, as certification statuses are changing daily and the files are large. The top NMA in an agent’s hierarchy will be...
Read MoreWhy Medicare Special Needs Plans Are Worth Considering
Why Medicare Special Needs Plans Are Worth ConsideringMedicare Special Needs Plans (SNPs) give agents the opportunity to serve beneficiaries with specific healthcare or financial needs while expanding their book of business. As a type...
Read MoreHighmark's D-SNP SSBCI Qualification Process
This communication shares important updates regarding the Flex Card program for Highmark D-SNP members, along with key reminders related to agent protocols and call handling. Understanding and cooperation are essential as a high volume...
Read MoreHealthspring For Brokers
HealthSpringForBrokers (HFB) and their new business technology is now live for all Medicare Advantage (MA), Prescription Drug Plan (PDP), and HealthSpring Supplemental Benefits (HSB) brokers! In addition to a refreshed broker portal,...
Read MoreSEP for Members with Terminated Plans
Did you know that there is a Special Election Period (SEP) for individuals whose plan or contract is terminated or non-renewed? This includes individuals impacted by service area reductions.The End of Coverage (EOC) SEP can be used...
Read MoreCleverRX for Agents and Brokers
As an agent or broker, you can earn revenue every time one of your clients uses their CleverRX card to save money on their prescription drugs. This is a great way to help your clients save money and also earn some extra income for...
Read MoreHealthSherpa: Plan Advisors' Preferred ACA Enrollment Platform
Discover how HealthSherpa can empower you with the knowledge and skills needed to excel in writing Federally Facilitated Marketplace (FFM) or ACA (Obamacare) plans, efficiently managing your clients, and implementing policies with the...
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