Plan Advisors Blog

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. 

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.

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?

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!

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

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.