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9 Opportunities to Succeed During the 2020 Pandemic

March 31st, 2020 by

A guest blog from our friends at ARM Leads. You can visit their website here. The most successful agents will find a way to succeed during this unprecedented time in our country. Drawing from the past and current observations, here are nine reasons why there is a wealth of opportunity […]


Need Ideas for the Office to Stay Productive During Downtime?

March 19th, 2020 by

During this difficult time, many agents are finding ways to stay productive and keeping business moving as usual. Check out these tasks you or your Administrative Staff could be working on to stay productive! Prior to Appointment: Using a Fact Finder – gathering information Run Clients Quotes prior to apt. […]


AEP Is Over. Now What?

December 9th, 2019 by

There are a lot of things that happen behind the scenes leading up to AEP.  Here is a brief overview of those activities: January 1st – March 31st  – MAPD members can make one change in this time (OEP.) January – June  – Carriers design and submit their plans and revisions […]


Important Certification Reminders

December 6th, 2019 by

Included below are the final dates to complete certifications in order to protect your renewals for the 2020 year!   United Healthcare:  December 31st, 2019 Aetna:  December 31st, 2019 Cigna: All Agents must complete attestation requirements and certification by December 31, 2019, or forfeit renewal payments. Agencies must complete attestation […]


Agent Update Memo – December 2019

December 2nd, 2019 by

The end of the year is just around the corner, and the end of AEP is even sooner!  We are here to help you finish your year strong and end you AEP successfully. Below you will find new trainings and information both from Senior Marketing Specialists and the industry as […]