Category Archive: Uncategorized

The annual CMS “blackout period” will occur from November 9-17, 2018. During this period, CMS makes necessary updates to their systems and temporarily stops processing enrollments. This processing delay affects all carriers. Don’t worry though, agents are encouraged to continue to submit enrollments as normal. CMS will resume processing enrollments […]

Q4 October / November / December AEP IS STARTING!!! From October 1st through October 14th, you can set your appointments, contact clients, talk about next year’s benefits and AEP, but you cannot accept an application. Once October 15th arrives, you can take applications!   AEP Action Plan Mail out your […]

A guest article by Jones Loflin, Keynote Speaker of the 2018 National Senior Sales Summit.   Open your calendar (app, outlook, or planner) and look at last week. As you reflect on the meetings, activities, and reminders from the past seven days, which would you say the focus of your […]

Saving time, avoiding underwriting messes, getting paid faster. Who wouldn’t want all those things, and more.   Did you know that even though most insurance carriers offer electronic applications, many agents are still writing paper applications? Why? Because change is hard. Anytime we are confronted with doing something out of our […]

FOR IMMEDIATE RELEASE: August 2018   Senior Marketing Specialist Promotes Olivia Richardson to Director of Training & Education  Columbia, MO – (August 14, 2018) Senior Marketing Specialists (SMS) is pleased to announce the promotion of Olivia Richardson to Director of Training & Education.  In her new role, Richardson will be responsible […]