Bishop Marketing Agency Blog

Lance Hoeltke

Recent Posts

New ProducerMAX CRM Features Released Last Month

Posted by Lance Hoeltke on Mon, Feb 10, 2020 @ 09:30 AM

ProducerMAX, the easy-to-use client relationship management (CRM) tool designed specifically for agents, recently released new features that continue to make agents' lives easier. 

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Sharpen your skills on IRMAA - Income Related Monthly Adjustment Amount

Posted by Lance Hoeltke on Fri, Jan 17, 2020 @ 04:00 PM
IRMAA may impact a higher percentage of your clients than you think. Brush up on these fundamentals of how the rules are applied and see new thresholds for 2020. It’s the first time the thresholds have been adjusted in over a decade!   
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ProducerMAX Introduces 3 New Features

Posted by Lance Hoeltke on Mon, Dec 23, 2019 @ 09:00 AM

ProducerMAX recently released new features that are designed to help agent better serve clients post-AEP and beyond. From increased ease of use to expanded capabilities, the new features offer tools that most agents in the industry have been lacking.

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Protect your clients with ProducerMAX CRM

Posted by Lance Hoeltke on Wed, Oct 23, 2019 @ 04:17 PM

By the time you finish reading this article, it's estimated that around 4 cyber attacks will have taken place - that's 1 attack every 39 seconds. Is your business and your clients' sensitive information at risk of being next?

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Did You Hear About CamScanner?

Posted by Lance Hoeltke on Thu, Oct 03, 2019 @ 11:15 AM

Did you hear? CamScanner, a mobile app designed specifically for creating PDFs and PDFs with OCR (Optical Character Recognition), was recently discovered to have malware!

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Tags: marketing materials

We Go a Step Further for You

Posted by Lance Hoeltke on Thu, Oct 03, 2019 @ 11:08 AM

If you’re headed into open enrollment and anxious about how you’ll find the time for everything, we’ve got you covered.

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Tags: marketing materials

Most common compliance allegations and ways to avoid them

Posted by Lance Hoeltke on Fri, May 17, 2019 @ 04:11 PM

As agents, we are sometimes faced with the challenge of protecting our good name. If you receive an allegation, it is required that you respond back to the appropriate carrier in writing within 5 business days. This can easily put you on the defensive, but try to keep the emotion out and focus on the facts when preparing your response. Also, get your agency leadership involved to help you best represent and protect yourself. We use attorneys and tax professionals when we need help in certain areas, think of your agency leadership in the same manner vs keeping it from them. We’re here to help.

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How do I determine the correct enrollment period or SEP, if any, after enrolling in Part B?

Posted by Lance Hoeltke on Fri, Apr 26, 2019 @ 12:14 PM

As agents we must always stay on top of all the changes in our industry. We are the experts; we never want to make guesses or assumptions that can destroy our own credibility. Making a simple mistake regarding selecting the wrong enrollment period or SEP creates pending applications and even worse jeopardizes the enrollment of the prospect.

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Tags: selling Medicare Advantage Plans, medicare, IEP election period, insurance, Medicare Health Plans, Medicare Advantage, IEP vs ICEP, IEP, ICEP election period, Dual Eligibles, health plan

Don't Fear Health Care Stocks Volatility

Posted by Lance Hoeltke on Thu, Apr 25, 2019 @ 11:47 AM

You’re enjoying your morning cup of coffee or tea and watching the market open. Then the health sector falls 4%, the lowest reading since December 2018. Why is this happening? Earnings weren’t released, nor have there been any changes to the current system.

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Tags: selling Medicare Advantage Plans, medicare, insurance, Medicare Health Plans, Medicare Advantage, Medicare options

New Medicare ID Cards

Posted by Lance Hoeltke on Thu, Jan 18, 2018 @ 10:32 AM

CMS has announced a change in Medicare ID cards that will begin to take effect in April 2018. The Medicare Access and CHIP Reauthorization Act (MACRA) of 2015 requires CMS to remove Social Security Numbers from all Medicare cards by April 2019. A new Medicare Beneficiary Identifier (MBI) will replace the SSN-based Health Insurance Claim Number (HICN) on the new Medicare cards for Medicare transactions, such as, billing eligibility status and claim status. The MBI will be confidential and should be protected as Personally Identifiable Information. The biggest reason CMS is implementing this change is to fight medical identity theft for people with Medicare.  It will better protect private health care and financial information as well as federal health care benefit and service payments. 

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Tags: medicare, insurance, Medicare Advantage, Medicare Beneficiaries, CMS