Medicare Agent Home Visit Safety Reminders Medicare insurance agents tend to make many house calls. As you travel from home to home, you may be thinking about whether your tablet is charged, which insurance plans you should recommend, how much gas you have in your tank, and when you’re going to have time to grab […]
Ahead of AEP, CMS has released its annual Medicare Advantage and Medicare Part D star ratings data. For Medicare beneficiaries selecting a plan for the coming year, and for the agents advising them, these star ratings provide an important measure of quality. How the Star Ratings Are Determined CMS uses around 40 different quality and […]
As a new Medicare agent, you work hard to establish yourself and build your business, which involves actively cultivating leads and setting appointments. As busy as you are, don’t overlook the importance of understanding how your commissions work to ensure you receive the correct payment for your sales. This year, you might face significant disruption […]
The federal government has shut down as of October 1, 2025. It is unclear when the U.S. government will resume normal operations. In the meantime, seniors may have questions about the impact they can expect, particularly on Medicare and Social Security benefits. The good news is that essential services are expected to continue without interruption. […]
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Establishing relationships with health care providers can help you maintain a steady flow of potential clients. Physician offices, local clinics, pharmacies and even nursing homes are ideal places to network and connect with patients who need help with their Medicare coverage. Whenever you conduct marketing or sales activities in a health care setting, it’s important […]
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Can you make it to the end of AEP without burning out? For agents who sell Medicare, the period between October 15 and December 7 is easily the busiest time of the year. Each year, as more seniors age into Medicare and more enrollees choose Medicare Advantage, it gets busier and busier. If you’re not […]
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Every September, Medicare enrollees receive their Annual Notice of Change (ANOC), which informs them of any changes to their coverage and costs. However, some Medicare enrollees view these notices with confusion and concern. This Annual Enrollment Period (AEP) may bring even more Medicare market disruption than usual, as well as increased interest in plan switching. […]
Read More… from Preparing for Medicare Market Disruptions and ANOC Concerns: What To Expect This AEP
Is your home office as efficient as it could be? There’s a lot to love about working from home, but there are also a few potential distractions. This can create challenges any time of the year, but it’s especially concerning during the busy Medicare Annual Enrollment Period (AEP). By implementing a few home office efficiency […]
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In the lead up to AEP, you’re probably focused on getting ready to sell Medicare insurance plans, but life insurance deserves your attention, too. September is Life Insurance Awareness Month, and the perfect time to educate your clients and leverage cross-selling opportunities. Why Your Clients May Need Life Insurance When you think of the ideal […]
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In 2022, CMS introduced new rules requiring agents to record Medicare marketing, sales and enrollment calls. Three years later, many agents are still struggling with these requirements. Here at Western Asset Protection (WAP), as part of our ongoing commitment to help agents leverage technology and work efficiently, we offer our agents an easy way to […]
Read More… from The Easy Way to Master CMS Call Recording Compliance