Medicare Agents

Best Products to Sell Outside of AEP

Best Products to Sell Outside of AEP

For a month and a half out of the year, AEP allows agents to enroll new clients into MAPD plans and increase their Book of Business. However, new enrollments don't have to be limited just to AEP, here are the top 5 products to have as part of your portfolio to keep...

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Shift From a Successful AEP to D-SNPs

Shift From a Successful AEP to D-SNPs

With 2021 AEP in the books, its time to shift your focus towards Dual Eligible Special Needs Plans (D-SNPs). So how can you transition from the hectic AEP season to selling DSNPs? Lets find out. What Does Your Current Portfolio Look Like? The first step to take to...

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Staying Connected with Your Clients

Staying Connected with Your Clients

As we wrap up AEP, the hustle and bustle of signing new clients is all but over. However the work doesn't stop at the completion of the application, in order to build a good reputation in the industry and rapport with your clients, you'll need to stay in touch with...

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Navigating Through 2021 AEP

Navigating Through 2021 AEP

As expected, the quote and enrollment process has shifted significantly in favor of remote sales methods, with in-home meetings only being accepted by prospects about 50% of the time. This year more than ever, be sure to maintain a strong communication stream with...

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Commonly Overlooked Client Appointment Preparation

Commonly Overlooked Client Appointment Preparation

While gearing up for meeting with clients, it's easy to overlook one thing or another, especially those things which are not directly healthcare related. Below are a few, often-overlooked items to keep in mind prior to your day of appointments. Have a Plan A, B, and C...

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Understanding your NPN, FFM User ID, and CMS Password

Understanding your NPN, FFM User ID, and CMS Password

As a first time ACA agent, the number of items you have to keep track of during OEP can seem overwhelming. Among all the chaos, is keeping track of your agent identification information, to ensure you can access Healthsherpa to enroll clients during OEP. This post...

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Keystone Advisors Agent Tools

Keystone Advisors Agent Tools

At Keystone Advisors, our goal is to provide agents with tools and resources that are necessary to succeed in today’s competitive landscape. Our new Agent Xcelerator® platform was designed to increase efficiency, eliminate redundancy and allow agents to focus on what...

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BRCs Tip, Tools, and Guidelines

BRCs Tip, Tools, and Guidelines

AEP is right around the corner. Have you developed a plan for working your BRC's this AEP? Understand the Compliance GuidelinesPreparation is KeyContacting your BRC'sHow to Start the Conversation Click here to view our guide for making the most of your BRC's this AEP!...

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Are you ready for AEP?

Are you ready for AEP?

23 days until Annual Enrollment Period! The Annual Enrollment Period (AEP) is approaching fast, and if you haven't started preparing, you're already behind. The months before October are your off-season, and AEP is your Super Bowl. Proper preparation is the key to a...

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Oscar | 2021 Houston MA First Look

Oscar | 2021 Houston MA First Look

Don't miss this opportunity to get contracted with Oscar Medicare! We will have First Look webinars throughout August every Tuesday and Thursday at 10 AM and 2 PM! You must be contracted and Ready to Sell to attend the First Look Webinar! CLICK HERE TO REQUEST A...

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