As insurance agents prepare for the upcoming AEP, coming up with a marketing plan or strategy is equally as important as selling.  

In this episode of The Broker Link, Cynthia Rosales goes into great detail about setting up a sales event for potential clients.  Cynthia is a Regional Sales Director at The Brokerage Inc.  She is also an expert on this topic, setting up many sales events for agents.  This episode will help you plan a sales event with great examples of where to go, how to attract clients, and even what food to serve.

Visit www.thebrokerageinc.com to learn more about The Brokerage Inc. or to reach out to Cynthia or another one of our specialists.

Are you curious about how recent legislation could impact your insurance business?

From the Inflation Reduction Act to CMS Call Recordings, The Brokerage Inc. President, Mike Smith updates us on everything he is learning about recent legislation and how to navigate it.

If you want to learn more about how legislation can affect your business, Mike will be talking more about it at The Brokerage Kickoff events starting next week in Dallas/Fort Worth.  Go to www.brokeragekickoff.com to find an event near you.

With AEP just around the corner, you may be thinking about how you are going to market your insurance business and gather more leads. 

In this episode of The Broker Link, Chris Weir of Lead Concepts runs through many marketing strategies you can implement before open enrollment begins.  He discusses direct mail, client retention, leads, and seminars.  Chris will also offer you his cell phone number to reach out to him personally.  

Visit his website at www.leadconcepts.com.  Or if you are looking for an FMO and someone to help you with your insurance business, visit www.thebrokerageinc.com.

Attention insurance agents and brokers!  Are you looking for an online platform that can do everything to help you streamline your business?

Simply Enroll or Sunfire Matrix is a platform that provides quoting and enrollment services for health planners and brokers, including call centers and FMOs.  It's a service that allows businesses to operate more efficiently.  

In this episode of The Broker Link, Gillan talks with David Graf, the CEO of Sunfire Matrix, to explain how his business can help your business.

Go to www.thebrokerageinc.com to learn more about Simply Enroll and Sunfire Matrix.

It's that time of year again, insurance carriers are rolling out their Medicare plans for 2023 and agents are soaking it all in as they prepare for the start of AEP. 

On this episode of The Broker Link, The Brokerage Inc.'s Executive Vice President, Josh Slattery runs through the trends in Medicare Advantage for 2023.  Josh is actually on the road talking with carrier partners and agents preparing for AEP.

For all the information you need for AEP, visit www.thebrokerageinc.com.  You can also learn about our annual kickoff events coming in September.

Are you still confused about the new CMS Medicare Call Recording Requirements?  Things continue to change every day but there are ways you can prepare now so you are ready for AEP.

Gillan Boyer breaks down ways you can comply with the new CMS Medicare call recording requirements.   He will share our recommendations for how to follow all of the guidelines and help you understand the best approach to take.

Find all of these details on our website, www.thebrokerageinc.com.  

Are you looking for a lower-cost alternative to the Affordable Care Act while building your book of business in the over 65 crowd?  Pivot Health has an excellent solution for your clients and can help them transition to Medicare. 

In this episode of The Broker Link, Todd Greene with Pivot Health explains how to help those clients bridge the gap into Medicare.  While Pivot Health is not a carrier, it is a product development, management, and marketing company providing alternative solutions to individuals in the marketplace.

If you want to learn more, you can always visit our website, www.thebrokerageinc.com, and log into our dashboard for information on Pivot Health.

Are you looking to generate leads through advertising?  There are two ways insurance agents can create ads to drive leads.  One way is with SEO the other is PPC or Pay-Per-Click advertising.   

SEO or Search Engine Optimization refers to ways to help your website rank higher in search engine results and PPC is a type of internet marketing where advertisers pay a fee each time one of their text or graphic ads is clicked. 

In this episode of The Broker Link, Bob Whitis with BrightFire helps us break down the pros and cons of each of these advertising techniques.

If you want to learn more, visit www.brightfire.com/thebrokerageinc

Agents, did you know you could save your clients hundreds of dollars on their prescriptions?   A GlicRX prescription card can provide relief from the high cost of prescription medication for anyone whether they are insured, on Medicare, or do not have insurance.

On this episode of The Broker Link, Chris Jacobs from GlicHealth walks us through all the information you need about GlicRX and all the benefits you can pass off to your clients to help save them money on prescriptions.

To learn more about GlicRX or to sign up, visit www.thebrokerageinc.com and log into the portal and click on Quick Forms.  If you are not registered with The Brokerage Inc., you can do so on the website.

Are you confused over the recent CMS ruling requiring agents to record all calls with beneficiaries in their entirety?  The Brokerage Inc. President, Mike Smith walks us through the new CMS guidelines.

You'll also learn about the tools coming available to help TBI agents remain compliant.  It's important all agents become aware of what will be required of agents before this upcoming AEP.  

If you have any additional questions, reach out to The Brokerage Inc. or go to www.thebrokerageinc.com.