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#ThursdayThoughts Blog: Medicare Advantage Part 5 – AEP vs OEP

Over the years there have been many different terms used to describe the time of the year Medicare Beneficiaries can add, change, or drop their Medicare Advantage or Medicare Prescription Drug Plan. The two main acronyms that agents refer to are the AEP and the OEP, which have been us
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#ThursdayThoughts Blog: Medicare Advantage Part 4 – During the AEP

It’s finally here! The Annual Election Period (AEP) has arrived! Now is the time you can enroll your client in a Medicare Advantage (MA) or Prescription Drug Plan (PDP) from October 15th to December 7th.  If you already checked out our previous articles in our Medicare Advantage serie
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#ThursdayThoughts Blog: Medicare Advantage Part 3 – Educational Events vs. Marketing/Sales Events

Marketing is always a great way to find new clients for Medicare Advantage plans. However, with everything that goes along with Medicare Advantage there are rules on how you can market those plans. One of the ways in which agents like to reach out to potential new clients is through e
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#Tech Tuesday: It’s Time to “Pop the hood” On All Your Tech Stuff

It’s officially October.  While most people are thinking about the leaves changing colors, play off Baseball, and pumpkin everything, those of us in the Senior Insurance Market are bracing ourselves for the craziness that is AEP.  A lot of my Tech Tuesday articles have been about look
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#ThursdayThoughts Blog: Medicare Advantage Part 2 – Marketing Medicare Advantage Plans

Every year we get questions about selling Medicare Advantage from a lot of “non-Medicare Advantage agents.” So this year I’ve decided to focus on a Medicare Advantage blog series that will address a lot of the questions our Marketing Department receives about Part C (That’s Medi
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#TechTuesday: Simplify The Scheduling Process

Sometimes booking appointments can be a lot of back and forth.  How often do you find yourself in this conversation? How Does Tuesday at 2:00 work for you? This coming Tuesday? Oh that won’t work for me. What about the same time Wednesday? That won’t work either, have anything in the
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#ThursdayThoughts Blog: Medicare Advantage Part 1 – The Basics

Every year we get questions about selling Medicare Advantage from a lot of “non-Medicare Advantage agents”. So this year I’ve decided to focus on a Medicare Advantage blog series that will address a lot of the questions our Marketing Department receives about Part C (That’s Medicare A
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#TechTuesday: Is it Safe to Send? – Protecting Your Emails

Is It Safe to Send - Protecting Your Emails
#TechTuesday: Is it Safe to Send? – Protecting Your Emails It feels like I’ve been harping on security here lately.  So why stop now? The staff in our office deals with all kinds of information coming in and out from all different types of sources. However, the source I want to
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#Thursday Thoughts: Referrals… Everybody Wants ‘Em. Everybody Hates Asking For ‘Em.

Referrals… Everybody Wants ‘Em. Everybody Hates Asking For ‘Em. I don’t think it’s a stretch to say that the majority of insurance agents, and likely, salespeople across all industries struggle with the best ways to ask for referrals. It’s a confusing issue for sure, as it’s common kn
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#TechTuesday: When Disaster Strikes – Call For Your Back Up

Before I start to dig in on today’s topic, (and by that I mean climb up on my soap box) here’s some personal confessions: I have a backup for my backup (and sometimes I back that up too). I save too much, and yes, I make too many copies   For a lot of you this article will come o
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