Introduction The Scope of Appointment (SOA) is crucial for Medicare agents, ensuring transparency and compliance with regulations when discussing Medicare Advantage and Part D plans. With the recent return of the 48-hour rule in 2024, it’s essential for agents to be up-to-date on SOA requirements to stay compliant and maintain professionalism. Understanding Scope of Appointment … Continue Reading
#TechTuesday: Is it Safe to Send? – Protecting Your Emails
Is it Safe to Send? – Protecting Your Emails It feels like I’ve been harping…
#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…
#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…
E-Contracting: Out With the Old and In With the New
You may have recently received our email announcing the launch of our Brand New E-Contracting…
Am I an Insurance Agent or a Consultant (and, which do you want to be)?
All these years later and the battle rages on between being known in your community…
#TechTuesday: A New Carrier Data Security Initiative – What’s It Got To Do With Me?
If you’re an agent working with Aetna, you may have recently received an email about…
#TechTuesday: Say “Trello” To My Little Friend
In this SPECIAL Bonus Addition #TechTuesday mini-series, we’ll look at an app that was shared…
#TechTuesday: E-Apps – The Same… But Better!
Back in April we started looking at several different tools agents are using to build…