10 Ways to Leverage the Medicare Lock-In

10 Ways to Leverage the Medicare Lock-In

There are certain questions you should be asking yourself every day, including:

  • How can I compliantly reach Medicare beneficiaries during the lock-in period?
  • What is my competition doing?
  • How can I become more successful?

The answer is that a successful agent is always coming up with new ways to leverage their lead opportunities and generate new business. You may think that you are limited on how you can reach Medicare clients because of the compliance restrictions, but there are many ways to compliantly build your book of business and ultimately earn that steady flow of referrals throughout the year.

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Make the most of your AEP

Make the most of your AEP

Independent agents and organizations prep for months leading up to the Medicare Annual Enrollment Period (AEP). It's a chaotic few short weeks of consumers shopping their rates, carriers advertising their plans for the new year, and agents scrambling to grow their book of business, while most are asking themselves how to make best use of their time. We're here to help you prioritize this AEP.

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Goldilocks and the single premium life plans

Goldilocks and the single premium life plans

Most of you have probably heard of the Robert Southey story, Goldilocks and the three bears. If you are not familiar with it, or need a reminder, it's the story of a little girl named Goldilocks.

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Help your clients reduce prescription over-spending

Help your clients reduce prescription over-spending

"I can't afford my medications!" How many times have you heard your clients complain about the cost of their medications? Here are a few things you can do to help them stop over-spending on prescriptions.

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Help! My client has a medical claim question and I’m not sure where to start.

Help! My client has a medical claim question and I’m not sure where to start.
One of the most common reasons for a client to call you is when they receive a bill. Familiarizing yourself with the basics of claims will help you walk them through their problems and build your client relationships. They look to you for guidance and advice (consider it a compliment that they think of you in their time of need), trusting you to help them, just like you did when they were selecting their health plan.
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