Book of Business Transfer Tips

May 18th, 2018 by

Transferring or selling a book of business can be tricky and time consuming. Our Contracting experts at Senior Marketing Specialists got together in a collaborative effort with our Sales Strategy Directors to come up with pertinent information and tips to help keep the process as simple and issue free as […]


Cobra Quick Reference Sheet for Medicare Agents

April 24th, 2018 by

What is COBRA? COBRA allows employees who are leaving or were let go (other than gross misconduct) from group / employer coverage to continue their insurance coverage.   How much will the premium be? COBRA premiums cannot exceed 102% of the premium for similarly situated individuals.   How long does […]


The High Cost of Free Leads

April 19th, 2018 by

Free Leads! We’ve all gotten those emails, right? But is it too good to be true?!? Short answer, in most cases, YES. Free leads are typically an enticement to contract with a particular carrier or a particular agency. You may ask, “but they are giving me free leads, what can […]


AEP 365 – Quarter 2 Strategies

April 9th, 2018 by

  Q2 April / May / June With AEP more than a quarter gone, many people are settled in their plans and are not thinking of any other coverage. Plus, hopefully, you have completed all your Post AEP appointments (if not, it’s never too late to call a client). Now is […]


National Stress Awareness Media Kit

April 1st, 2018 by

April is National Stress Awareness Month. Stress manifests itself as a physical, psychological or social dysfunction resulting in individuals feeling unable to bridge the gap with the requirements or expectations placed upon them. The total number of cases of work related stress, depression or anxiety in 2015/16 was 488,000 cases, […]