Plan Advisors Blog

With so many digital marketing and sales tools available, the transition to increased virtual work can feel overwhelming. Not only can choosing which tool to use be a time-consuming process, but then you have to learn how to use that tool effectively. 

Selling over the phone allows brokers a lot of flexibility. While telephonic sales are gaining popularity right now, they can also get you into trouble if you don’t take the time to ensure you’re being clear and thorough in your sales calls. Both CMS and individual carriers monitor broker performance for compliance. Failure to follow an approved script, failure to provide direct contact information, and failure to follow up are a few of the ways sales allegations can arise. Keep reading for best practices to avoid telephonic sales allegations.

If you’re like most Medicare agents, you’ve likely found yourself in a lull when it’s not the annual election period from mid-October to early December. 

TRICARE is a healthcare program for active-duty and retired uniformed services members and their families. When TRICARE members turn 65 or otherwise become Medicare-eligible, they have the opportunity to enroll in Medicare Parts A & B. It's important to help your clients understand the advantages of having both TRICARE and Medicare coverage.

Senior clients are getting more technologically savvy by the day. As a producer, this can make your life easier, whether it’s aiding enrollments or guiding clients to important data. Here are two online accounts that your internet-adept clients can sign up for that may help with questions you frequently address.

Medicare beneficiaries are on the move! Every day thousands of seniors are relocating to new cities and states for better weather, to be closer to family, or simply for a change of scenery. 

We get questions all the time from brokers who know they need a website and social media presence in this day and age but don’t know where to start. 

Brokers who have come through a successful AEP and are reaping the benefits of their hard work may be tempted to take their foot off the gas during OEP, but they would only be missing opportunities to develop an indispensable relationship with their clientele. OEP is a prime opportunity to offer value to your book of business and generate new commission opportunities via Medicare Supplement Insurance plans.

While in an election year, oftentimes a client will ask how a certain candidate’s policies would affect them. With Bernie Sanders leading the field on the Democrat side, here are some insights you could share regarding his proposal of “Medicare for All” vs Medicare in its current form:

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.