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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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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Ch-ch-ch-changes in Health Care

Ch-ch-ch-changes in Health Care
Change is good. Change allows for a new outlook. Change creates confusion. Change can be embraced or rejected, but there is no greater opportunity than change!
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Finding Your Next Client

Finding Your Next Client

I was wondering the other day how many times I heard insurance agents ask "what's the best way to find more sales opportunities" or more specifically "how can I write more annuity and single premium life business?" Over my career, thousands of times, if not more!

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The Dangers of Complacency

The Dangers of Complacency

My father used to tell me, "Good enough is not good enough." I can't say my dad is much of a philosopher, and as a lazy kid I will admit I heard what he said but didn't really know what it meant. Now, as an adult, I understand that he was saying, if you think you're good enough, think again, because there is always someone that will outwork and out hustle you. Don't get complacent. My dad isn't philosophical like a Vince Lombardi or Confucius, but there's a lot of truth to his statement.

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