Agents—this one could change your AEP. Dallas sits down with Alex Branning (Agent CRM) to unpack how AI actually helps Medicare agents today and why Apple’s new iOS 26 call screening means we must pivot from voice-first to text-first outreach—fast. You’ll get practical guardrails, easy wins, and a step-by-step plan to stay compliant, reach more prospects, and protect your book.

You’ll learn

• How to choose AI use cases that save you time (not create it)

• Guardrails Medicare agents must set for compliant AI messaging

• Why iOS 26 call screening will crush answer rates for unsaved numbers—and what to do now

• The simple contact card fix + Apple Business verification for trust

• How to shift to a text-first workflow (and still book calls)

• The “buy back your time” mindset so you stay focused on RGAs (revenue-generating activities)

 

Resources mentioned

• iOS 26 Guide + Free Contact Card Creator: https://ios26.agent-crm.com

• Agent CRM (14-day free trial): https://agent-crm.com

• Email Dallas to Join our “Last Wednesday” Medicare Webinar Series: [email protected]

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