Agents can offer memberships to Legacy Safeguard, Integrity's estate planning program for clients, in order to drive client referrals and extend their level of care! ⟶
The Open Enrollment Period (OEP) can be a demanding time for agents. Simplify your marketplace enrollments by using our preferred Enhanced Direct Enrollment (EDE) platform, HealthSherpa!
With the Medicare Annual Enrollment Period (AEP) just around the corner, you should encourage your clients to review their Medicare coverage, and in some cases, help them switch to a different plan.
Whenever an insurance application is flagged during the submission process, it delays your clients' coverage and your commission. What if we told you we can help you avoid stalled Medicare applications?
When you're thinking of everything you need to do to prepare for appointments this Annual Enrollment Period, be sure to think of things outside your memorized to-do list.
During some Medicare sales appointments, you may meet with a client who wants to enroll in a plan but doesn't have their Medicare Beneficiary Identifier (MBI).
During a year with high levels of disruption for Medicare clients, simplifying your business operations is critical to reducing your stress and making more sales!
The Medicare Annual Enrollment Period officially starts on October 15, but you don't have to wait until then to get a leg up on your sales! October 1 is when you can begin marketing next year's plans to your clients.
We all agree buying life insurance is important, but how much does your client really need? Here are four ways to calculate their needs and find the right amount of coverage.