Agent Blog

2025 Medicare Commissions Update

This year has been a challenging one for many agents, to say the least. The topic of 2025 Medicare commissions has sparked numerous discussions. For several months, the commission rates remained uncertain due to ongoing lawsuits, which ultimately led a federal judge to place a stay on part of the Medicare Final Rule that impacts Read More

7 Reasons Clients Change Medicare Plans During AEP

With the Annual Enrollment Period (AEP) approaching, it’s a great time to encourage clients to review their Medicare coverage and, if needed, explore switching to a different plan. In the 2022 AEP, a significant 69 percent of Medicare beneficiaries did not compare their current plan with other available options, according to KFF. This means many Read More

How to Ensure Compliance in Every Medicare Sale

Due to past instances of beneficiaries receiving misleading or inaccurate information, the Centers for Medicare & Medicaid Services (CMS) has intensified its oversight of Medicare marketing practices by increasing the use of “secret shopping.” CMS now uses secret shoppers who call numbers from TV ads, newspaper ads, mailings, and online searches to better understand the Read More

10 Tips for Submitting a Flawless Medicare Enrollment Application

When an insurance application is flagged during submission, it means a delay in your clients’ coverage and a postponement of your commission. But what if we could help you avoid these setbacks? Agents and agencies submit hundreds of Medicare enrollment applications each year. To keep your submissions moving smoothly through the system, we’ve compiled key Read More

Medicare Scope of Appointment Rules for 2025

The Centers for Medicare & Medicaid Services (CMS) have established Scope of Appointment (SOA) rules for 2025. The SOA is a mandatory form that both agents and clients (or potential clients) must complete prior to any discussions about Medicare plans, including Medicare Advantage and Prescription Drug Plans (PDPs). Collecting an SOA before meetings is a Read More

Medicare Compliance: Do’s and Don’ts

As an agent, the lead-up to Medicare’s Annual Enrollment Period is often filled with contracting and certification tasks. However, there’s an even more critical “C” to focus on: Compliance. Compliance isn’t just a concern during the busy enrollment season—it’s a responsibility that every agent should prioritize throughout the entire year. Key Reminder About Medicare Marketing Read More

Remote Sales Strategies for Insurance Agents

While the future of remote sales remains uncertain, the COVID-19 pandemic undeniably reshaped how Americans approach work and daily life. In this article, we’ll share essential remote sales strategies for insurance agents, along with practical tips for working from home. Keep reading to learn more! How COVID-19 Transformed the American Workplace Before the COVID-19 pandemic, Read More

Common Oversights Agents Make When Preparing for Appointments

As you get ready for appointments during this Annual Enrollment Period, it’s easy to focus on your usual checklist of tasks. Pens? Check. Scope of Appointment forms? Check! Enrollment kits? Got them. However, it’s important to think beyond your standard prep list. Are you ready for any unexpected situations that might arise? Preparing for the Read More