The use of e-applications jumped significantly during the COVID-19 lockdown, a trend which continued during 2022 AEP as agents realized the relative ease of enrolling their clients electronically. If you are still handling a lot of paper applications, you’re missing out on the many advantages this technology offers. There is no better time than the present to make the transition to e-applications – a step that will benefit both you and your clients.
It takes time and money to acquire new clients – you need to work just as hard to keep them. Right now, your clients are another agent’s prospects. You need a retention strategy that keeps you in front of your clients on a regular basis to avoid someone else luring them away.
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It’s fitting that during the month we celebrate Valentine’s Day we also recognize the importance of heart health. Over an average lifespan of 75 years, our hearts will beat more than 2.5 billion times. It’s crucial to do everything we can to keep our hearts healthy and strong.
This Valentine’s Day, show your clients how much you care about them. If you’re not sure what to say, don’t worry – we’ve got you covered. Use any of these heart-felt strategies to reach out and show them you care!
Topics: Valentine's Day
Now that you have wrapped up AEP, it’s time to circle back to your clients and set up appointments to review how their Medicare plan is working for them. It’s also the ideal time to dig a little deeper to identify what other needs they may have. It’s an opportunity to let your clients know the full scope of products you offer.
AEP is behind us, but as an independent Medicare agent or agency leader, you know your work is never really done – you are always looking for ways to be more successful and grow your business. This means reviewing how the year went as well as planning for the year ahead. There are some specific steps you can take to accomplish both. It’s beneficial to analyze your business from two perspectives: front of the house and back of the house.
Did you hear a large sigh of relief echo across the country on December 8? That was the sound of Medicare insurance agents finally getting a chance to relax after the Medicare annual election period officially ended on December 7.
Retiring at 65 is no longer a given. In this time of increasing inflation and decreasing nest eggs, many people choose to work longer to add more money to their retirement accounts and delay Social Security to increase their eventual benefits. For others, work gives them a sense of fulfillment and purpose that they are not yet ready to give up.
Topics: working past 65
The COVID-19 public health emergency may be ending soon. When this happens, many people are likely to lose their Medicaid coverage. For millions of dually eligible Medicare enrollees, this could mean new renewal requirements and may necessitate a plan switch.