The Rush for Early Certification

In Episode 79 of the Insurance Business Babes podcast, hosts Joanna Wyckoff and Kathe Kline emphasize a time-sensitive issue for agents: annual certification season is here, and this year, it’s more important than ever to get it done early. With sweeping industry changes, particularly around MAPDs, and PDPs, waiting until the last minute could seriously jeopardize your business. Delays in certification reporting can easily make agents “not ready to sell” when the season kicks off, resulting in missed opportunities and unhappy clients. As Kathe puts it: “You cannot wait this year, folks. There are so many changes.”

Smart Strategies for Getting It Done

Procrastination is the enemy. Joanna recommends blocking certification time into your calendar now—before life inevitably intervenes. Whether it’s illness, a family emergency, or a tech blackout, leaving certifications to the last minute is risky. Schedule recurring blocks, tackle certifications carrier by carrier, and consider a Google Sheet to keep track of your progress. For those juggling multistate contracts, breaking it into manageable pieces is a lifesaver. And don’t forget to use this opportunity to update all your carrier contact information.

Organizing for Sanity: Tech & Email Hacks

Overwhelmed by the flood of carrier emails and events? Joanna suggests setting up a dedicated carrier-only email account to keep critical messages visible while filtering out the noise. The duo also discuss leveraging AI and tools like Fixer.AI to sort, filter, and even auto-respond to routine communications—though no tool is perfect, and human oversight remains essential.

Weatherproof Your Business

Life happens: tornadoes, internet outages, demanding clients, or simple burnout. Both hosts remind agents to plan for the unexpected, leaving margin in your schedule so last-minute problems don’t snowball into missed deadlines. Embrace automation, use online booking links for client appointments, and practice with new technology before AEP so you aren’t scrambling during the busiest time of the year.

Final Thoughts: Adapt and Thrive

The insurance landscape is shifting dramatically, with premium increases and commission changes on the horizon. Now is the time to diversify product offerings, sharpen your workflow, and cement your status as a trusted advisor. As Joanna says: “Work smarter, not harder.” Get those certifications done early, stay organized, and set your business up for success in this challenging new environment.

This episode is sponsored by ⁠CertifiedMedicareAgents.com⁠. Use the coupon code BABES2024 for a free lifetime BRONZE membership.