2027 ACA Health Insurance Renewal Notices: How Agents Can Prepare Clients Before Auto-Renewal
October 20, 2026
In short: Affordable Care Act (ACA) health insurance renewal notices from the Marketplace show each client’s 2027 plan, premium, cost-sharing changes and estimated subsidy. Many clients will see higher premiums because the enhanced subsidies ended…
The Medicare AEP Client Review Checklist for Independent Agents
October 13, 2026
In short: Medicare Annual Enrollment runs October 15 through December 7, and changes take effect January 1. Most clients will keep their plan, and that’s fine when it still fits. A good AEP review checks…
How Medicare Agents Can Use Preventive Benefits to Build Client Retention
February 24, 2026
In short: Medicare covers a long list of preventive services at no cost when the provider accepts Medicare. That includes the “Welcome to Medicare” visit, a yearly wellness visit, cancer screenings, and many vaccines. Most…
Local Agents vs. Call Centers: How Independent Medicare Agents Compete and Win
November 11, 2025
In short: Call centers win the first phone call, but local independent agents win the relationship. Clients stay with the agent who checks their doctors and prescriptions, answers the phone after enrollment, and helps when…