Action Academy
When are renewals published? When do I have to have benefit changes finalized? And, what should I be doing between those two dates?
Our co-broker team has gathered tips and tricks and is thrilled to pass them on to you. Learn how to pull renewals, prepare for the consultation, and deliver value for your clients.
You’re ready to start your next direct mailing campaign. Or maybe you’re primed to start advertising on social media. How will you decide what ZIPs to run your campaigns in?
We’ll guide you through using no-cost tools to help you find your target audience.
So, you're ready to start selling Medicare.
Your next big obstacle: How on earth you do you get certified?
We'll walk you through the basics of the exam, show you how to do it on the cheap, and provide time-tested study tactics to help you prepare.
This year's round of new rules brings the most changes to the individual market since the birth of the ACA.
Agents have more hoops to jump through than ever as rules more closely align with Medicare.
On the flip side, clients have more options on the Marketplace as new choices enter the scene. Get familiar with it all before OEP in this webinar.
We've been expanding the range of products available to our co-brokers with one goal in mind: helping you develop the stickiest business relationships that you can.
The best way to do that is to showcase your value as a full-service employee benefit agent.
We'll show you how one conversational aid can start you down that path.
For a long time, Medicare Supplement Plan G has been the gold standard in Medicare coverage. But, as utilization rises, so do premiums. And many of your clients are crying uncle.
So, when do you tell them to just eat their new rate, and when do you help them go shopping?
We'll walk through a few key decision points, some options for helping clients already in this situation, and a few pointers for mitigating this in the future.
If Google doesn't show your agency at the top of a "health insurance near me" search, you're effectively invisible. That's not good for business.
We'll help you end your disappearing act by walking you through tips for establishing a credible Google Business Profile and turning it into a search-engine-friendly review driver.
For some added fun, we'll do a few live audits of profiles, highlighting strengths and areas of improvement.
Secret shoppers from carriers and CMS are back in full force. And, they recently released a list of items that agents consistently miss during marketing events. We'll let you in on the secret, and make sure you deliver a compliant presentation every time.
