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.

If inflation and rising prices are impacting your ability to pay for your prescription drugs, you are not alone. Financial assistance is available for those who qualify through the Low Income Subsidy (LIS), also known as Extra Help.

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!

As a licensed Medicare agent, you know that Special Needs Plans (SNPs) have the potential to create year-round selling opportunities outside of AEP and OEP. This includes Dual Eligible Special Needs Plans (D-SNPs) for those who qualify for both Medicare and Medicaid. On May 11, 2023, the COVID-19 Public Health Emergency will end, creating a unique situation for D-SNP enrollees who may no longer qualify for Medicaid.

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.

Almost immediately after Annual Enrollment Period (AEP), Medicare Advantage (MA) enrollees have the option to reconsider their plan selection during Open Enrollment Period (OEP) from January 1 through March 31. For Medicare agents, OEP is more restrictive than AEP and should be addressed carefully. There are strict guidelines that dictate what you can and cannot do during this enrollment period. Here’s what you need to know to stay compliant.

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.