What is Errors and Omissions Insurance? One question that comes up a lot from many P&C agents is what exactly is errors and omissions insurance, and do I need it? Errors and Omissions insurance is essentially coverage for any work of yours that was inaccurate, late, or never delivered. Another term for errors and omissions […]
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How do you successfully sell life insurance? First things first you need to pass your state mandated life insurance licensing exam. From there you’re officially licensed to sell life insurance as a full time career! For those who are interested in selling life insurance part time, the industry allows for you to have an extremely […]
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Ready or not, AEP 2020 is HERE! As we dive in, our compliance team wanted to extend a few reminders. These are some items that are easy to forget through the year but are extra crucial during these next few months. Dates to be Aware of (When can you Submit an Application)? First and foremost, […]
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The Do’s and Don’ts of AEP for Insurance Agents Between compliance and sales strategy, we could spend all day going over the “do’s” and “don’ts” of the Medicare Annual Enrollment Period. But we’ve been in this business long enough to know the top things you should do and the top thing you should NOT do […]
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Are you selling Medicare plans this AEP? This checklist will ensure that you are 100% prepared when October 15 comes around – and it’s sneaking up on us! Remember, AEP (the Medicare Annual Enrollment Period) only lasts from October 15 through December 7. Anyone enrolled in Medicare can make use of the AEP, but you […]
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BREAKING: 2020 CMS Guidelines for Marketing Medicare Plans As you know, marketing is crucial to your success. It’s not only how you generate fresh leads, but also how you hang on to your existing clients. Every year, CMS releases updated Medicare marketing & communications guidelines to help you stay compliant. The 2020 changes memo is […]
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The Annual Enrollment Period (AEP) is every year from October 15 – December 7. That means it’s quickly approaching and it’s crucial that you are more than ready for the busiest time of year! By keeping your priorities in check, making a plan, and setting clear goals for your insurance sales strategy, you will be […]
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Are you ready for AEP? You’ll be busy from October through December. These are our tips on how to start preparing for AEP today. Don’t procrastinate!
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Time is running out to order supplies before the Medicare AEP! Don’t get left behind. Learn when to order enrollment kits and how you can increase sales by ordering early.
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Your favorite time of year is finally here: time to get certified for 2020 AEP! We’ve pulled together all the information we could find about 2020 certifications so you can have it in one easy location. We’ll continue to update this post as we hear more. Remind me. What are Medicare Certifications? Starting on October […]
Read MoreIf your business doesn't grow with SMA, you're free to find another home. But we'll do our best to convince you to stay!
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