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Ep 08 - Did Your Client Skip Filing Taxes? How to Protect Subsidies and Your Book of Business in OE 2026
In this episode, we tackle one of the biggest threats for insurance agents and agencies during Open Enrollment 2026: losing Obamacare (ACA) subsidies due to missed tax filings. Learn why tax compliance is essential for maintaining APTCs, what the consequences are for both your clients and your portfolio, and the practical strategies you can adopt—including leveraging your CRM—to proactively identify, guide, and follow up with clients at fiscal risk. This is your essential guide to turning challenges into opportunities and ensuring that no client loses coverage due to tax issues.
Content brought to you by CRM Day.
Learn more: www.crmday.net
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By CRM DayIn this episode, we tackle one of the biggest threats for insurance agents and agencies during Open Enrollment 2026: losing Obamacare (ACA) subsidies due to missed tax filings. Learn why tax compliance is essential for maintaining APTCs, what the consequences are for both your clients and your portfolio, and the practical strategies you can adopt—including leveraging your CRM—to proactively identify, guide, and follow up with clients at fiscal risk. This is your essential guide to turning challenges into opportunities and ensuring that no client loses coverage due to tax issues.
Content brought to you by CRM Day.
Learn more: www.crmday.net