Navigating the Busy Season: Partnering for Success in the Insurance WorldWelcome to another exciting episode where Dan from Agent Boost shares insights into the bustling world of insurance during the busy July and August months. This episode dives into the strategic partnership with Senior Market Advisors, featuring CEO Josh Borders, EVP of Sales Cassie Smith, and EVP of Distribution Andy Watkins. They discuss the benefits of collaboration, the importance of diversifying your offerings, and upcoming changes in the industry, including the significant role of ACA. Listen in for valuable tips on navigating AP, innovating your approach to compliance, and taking your agency to the next level.00:00 Introduction and Weekly Updates01:17 Special Guests from Senior Market Advisors03:35 Discussing Industry Challenges and Partnerships05:55 The Importance of Strategic Partnerships13:42 Overcoming Mid-Size Agency Challenges21:50 The Value of True Partnerships30:17 Carrier Partnerships and Distribution Insights30:56 Challenges for Independent Agents31:42 Path to Partnership and Business Growth32:14 Pipeline Calls and Agency Development34:00 Equity and Deal Structures39:37 Integration and Support Post-Acquisition44:28 ACA Contracting and Future Planning46:08 Medicare and Market Adaptation49:23 Diversification and Compliance56:58 Final Thoughts and Partnership OpportunitiesNeed to take your AHIP certification to sell Medicare Advantage plans? Use our official Agent Boost link to get started today. It’s accepted by all major carriers and includes the $50 discount—bringing your cost down to just $125.👉Start here: https://www.ahipmedicaretraining.com/clients/agentboostThis is the only link you need—easy, fast, and carrier-approved. Let’s get you certified!💻 Website: www.agentboost.com💰Get Contracted: https://agentboost.com/get-contracted👨🏼‍🎓Join our Facebook Group: https://www.facebook.com/groups/606332946546184/📬 Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter/

ACA Updates & Insights: Major Changes, Compliance & Future Outlook | Agent Boost Podcast

Welcome to another episode of the Agent Boost Podcast! 🚀 Today, we're diving deep into the latest ACA updates, marketplace changes, and what's on the horizon for the health insurance sector. Tune in for insights from Dan, Jeff, and Heather on recent events like the Ambetter Partner Summit, upcoming regulatory changes kicking in this August, and the significant impact of banning NPN overrides in various states including Florida. Plus, get an insider look at the business strategies, compliance measures, and future planning tips for agents navigating the tumultuous landscape of ACA. Don't miss out on this information-packed episode!

Need to take your AHIP certification to sell Medicare Advantage plans? Use our official Agent Boost link to get started today. It’s accepted by all major carriers and includes the $50 discount—bringing your cost down to just $125.👉Start here: https://www.ahipmedicaretraining.com/clients/agentboostThis is the only link you need—easy, fast, and carrier-approved. Let’s get you certified!💻 Website: www.agentboost.com💰Get Contracted: https://agentboost.com/get-contracted👨🏼‍🎓Join our Facebook Group: https://www.facebook.com/groups/606332946546184/📬 Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter

Preparing for AEP 2026: Insights, Industry Trends, and Rollout Updates | Agent Boost Marketing PodcastWelcome to another episode of the Agent Boost Marketing Podcast! As we approach our milestone 100th episode, we're discussing key strategies and industry trends for AEP 2026. Host Mike Hardle and Guest Bryan Smith dive into the chaotic rollout season, highlighting carrier updates, market changes, and compliance issues affecting agents. Learn about the effects of the Inflation Reduction Act, Medicare Advantage plan audits, and the elimination of MMP plans. Stay tuned for actionable tips on gearing up for the upcoming enrollment period and ensuring year-round success.Need to take your AHIP certification to sell Medicare Advantage plans? Use our official Agent Boost link to get started today. It’s accepted by all major carriers and includes the $50 discount—bringing your cost down to just $125.👉Start here: https://www.ahipmedicaretraining.com/clients/agentboostThis is the only link you need—easy, fast, and carrier-approved. Let’s get you certified!💻 Website: www.agentboost.com💰Get Contracted: https://agentboost.com/get-contracted👨🏼‍🎓Join our Facebook Group: https://www.facebook.com/groups/606332946546184/📬 Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter/

Event Planning for Agent Success with Richard Oleff Welcome to the latest episode of the Agent Boost Podcast! 🎉 This week, Dan is excited to welcome Richard Oleff of RLO Consulting. With over 35 years of experience in the events business, Richard shares his journey and expertise in planning everything from corporate meetings to charity events. He offers valuable insights into making events memorable, dealing with logistical nightmares, and the importance of personal connections. Richard also touches on the future of event planning with AI innovations and the continued importance of in-person interactions. Tune in to get a behind-the-scenes look at what it takes to pull off unforgettable events and why investing in them is crucial for any business.Need to take your AHIP certification to sell Medicare Advantage plans? Use our official Agent Boost link to get started today. It’s accepted by all major carriers and includes the $50 discount—bringing your cost down to just $125.👉Start here: https://www.ahipmedicaretraining.com/clients/agentboostThis is the only link you need—easy, fast, and carrier-approved. Let’s get you certified!💻 Website: www.agentboost.com💰Get Contracted: https://agentboost.com/get-contracted👨🏼‍🎓Join our Facebook Group: https://www.facebook.com/groups/606332946546184/📬 Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter/

Agent Boost Podcast: Major Announcement! Agent Boost Marketing Joins AmeriLifeWelcome to a special edition of the Agent Boost Podcast! 🎉 In this landmark episode, Dan and Mike Hardle announce the monumental sales transaction of Agent Boost Marketing to AmeriLife and Senior Market Advisors. Dan reflects on the incredible journey from door-to-door sales to building a thriving business, sharing insights and hard-earned lessons along the way. They discuss the drivers behind this strategic partnership and how it positions Agent Boost for unprecedented growth. If you're an agent, agency owner, or just curious about the inner workings of the insurance industry, this episode is a must-watch! Tune in to learn about the new opportunities and synergies this deal brings, and why it's a win-win for everyone involved.Need to take your AHIP certification to sell Medicare Advantage plans? Use our official Agent Boost link to get started today. It’s accepted by all major carriers and includes the $50 discount—bringing your cost down to just $125.👉Start here: https://www.ahipmedicaretraining.com/clients/agentboostThis is the only link you need—easy, fast, and carrier-approved. Let’s get you certified!💻 Website: www.agentboost.com💰Get Contracted: https://agentboost.com/get-contracted👨🏼‍🎓Join our Facebook Group: https://www.facebook.com/groups/606332946546184/📬 Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter/

Navigating the Future of ACA & Medicare: Key Insights from Industry Experts.

Discover crucial updates on ACA, Medicare, and Medicaid insurance landscapes with our hosts as they cover the latest from Humana's Broker Advisory Council, Agent Boost's elite training events, and exclusive insights from a major CMS event in Washington, DC. Key discussions include the future of AHIP, the impact of the $5 SEP rule, the push for integrity in healthcare enrollment, and AI's role in the industry. Stay informed about the imminent changes in Medicaid, broker guidelines, and the proposed healthcare bill. Ideal for brokers and agents looking to stay ahead in the ever-evolving insurance market.Need to take your AHIP certification to sell Medicare Advantage plans? Use our official Agent Boost link to get started today. It’s accepted by all major carriers and includes the $50 discount—bringing your cost down to just $125.👉Start here: https://www.ahipmedicaretraining.com/clients/agentboostThis is the only link you need—easy, fast, and carrier-approved. Let’s get you certified!💻 Website: www.agentboost.com💰Get Contracted: https://agentboost.com/get-contracted👨🏼‍🎓Join our Facebook Group: https://www.facebook.com/groups/606332946546184/📬 Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter/

Unlocking Medicare & ACA Success: Dalton Miller’s Retireflo Revolution!

Welcome to another episode of our podcast with your host and special guest, Dalton Miller, president, and founder of Retireflo . In this episode, Dalton shares his journey from being a Medicare agent to creating a revolutionary tool designed to streamline agent-client interactions in the Medicare and ACA markets.

Tune in to learn how Retireflo can help agents collect crucial client information, improve efficiency, and enhance customer satisfaction. Whether you're curious about the origins of Dalton's business, the impact of recent healthcare changes, or practical strategies for the upcoming AEP, this episode has it all.

🌐 Check them out: retireflo.com

💸 Use code: boost40 for a special offer

Need to take your AHIP certification to sell Medicare Advantage plans? Use our official Agent Boost link to get started today. It’s accepted by all major carriers and includes the $50 discount—bringing your cost down to just $125.👉Start here: https://www.ahipmedicaretraining.com/clients/agentboostThis is the only link you need—easy, fast, and carrier-approved. Let’s get you certified!💻 Website: www.agentboost.com💰Get Contracted: https://agentboost.com/get-contracted👨🏼‍🎓Join our Facebook Group: https://www.facebook.com/groups/606332946546184/📬 Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter/

Navigating Walmart Stores for Ultimate AEP Success | Agent Boost Podcast

Welcome to the latest episode of the Agent Boost Podcast! 🎙️Join us as we dive into an in-depth discussion on maximizing your success in Walmart stores during the Annual Enrollment Period (AEP). Hosts Dan and recurring guest Bryan Smith break down everything you need to know, from recent changes in the Walmart initiative to best practices for engaging customers. Listen in to learn about the crucial timelines, app counts, and cost structures, as well as the secret to building productive relationships with Walmart pharmacy managers. Perfect for agents who want to leverage retail environments for big wins this AEP!Need to take your AHIP certification to sell Medicare Advantage plans? Use our official Agent Boost link to get started today. It’s accepted by all major carriers and includes the $50 discount—bringing your cost down to just $125.👉Start here: https://www.ahipmedicaretraining.com/clients/agentboostThis is the only link you need—easy, fast, and carrier-approved. Let’s get you certified!💻 Website: www.agentboost.com💰Get Contracted: https://agentboost.com/get-contracted👨🏼‍🎓Join our Facebook Group: https://www.facebook.com/groups/606332946546184/📬 Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter/

Navigating ACA Changes: Expert Insights from Agent BoostWelcome to another insightful episode of the Agent Boost Podcast! 🎙️ In this week's episode, we dive deep into the ever-changing landscape of the ACA marketplace with our new guest hosts, Jeff Gaston and Heather Woody. They discuss their roles at Agent Boost, share their extensive experience in the insurance industry, and offer valuable insights into the latest ACA updates and market shifts. Tune in to hear about the importance of ICRA, strategic plays for producers, Health Sherpa updates, and the challenges and opportunities in the ACA space. Whether you're an experienced agent or new to the industry, this episode is packed with valuable information to help you navigate the complexities of ACA and Medicare. Don't miss it!Need to take your AHIP certification to sell Medicare Advantage plans? Use our official Agent Boost link to get started today. It’s accepted by all major carriers and includes the $50 discount—bringing your cost down to just $125.👉Start here: https://www.ahipmedicaretraining.com/clients/agentboostThis is the only link you need—easy, fast, and carrier-approved. Let’s get you certified!💻 Website: www.agentboost.com💰Get Contracted: https://agentboost.com/get-contracted👨🏼‍🎓Join our Facebook Group: https://www.facebook.com/groups/606332946546184/📬 Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter/

Proven Strategies for Insurance Agents: Know Your Numbers and Boost Success

In this episode of 'The Agent Boost Podcast', Dan and Mike Hardle dive into vital strategies for insurance agents to track and manage their commissions effectively. They highlight the importance of knowing your numbers, tracking your revenue meticulously, and reinvesting in your business for sustainable growth. You'll also get insights into upcoming industry changes, the significance of certification season, and the secrets behind the success of their elite agent training programs. Whether you're a new agent or an experienced agency owner, this episode is packed with actionable advice to help you thrive in the insurance industry.
Need to take your AHIP certification to sell Medicare Advantage plans? Use our official Agent Boost link to get started today. It’s accepted by all major carriers and includes the $50 discount—bringing your cost down to just $125.👉Start here: https://www.ahipmedicaretraining.com/clients/agentboostThis is the only link you need—easy, fast, and carrier-approved. Let’s get you certified!💻 Website: www.agentboost.com💰Get Contracted: https://agentboost.com/get-contracted👨🏼‍🎓Join our Facebook Group: https://www.facebook.com/groups/606332946546184/📬 Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter/