Were you able to make it to one of our annual AEP roadshows this year?  If not, we have you covered.  Fresh off our 7 Annual AEP Kickoff events,  we are sharing some of our discussions.

The first is a discussion titled "Fireside Chat on the Inflation Reduction Act Impact & Part D with our Executive Vice President, Josh Slattery and Bill Hepscher, Founder of The Canadian Medstore.  It is an in-depth conversation about how prescription drug changes will affect you and your clients.

If you would like a full recap of our events, visit www.thebrokerageinc.com.

If you have been around since the beginning of Facebook, you have probably noticed differences in how you see and share your content.  The same goes for Facebook Ads.  The Facebook algorithm is creating better results for organic content and stories rather than ads.

In this episode of The Broker Link, Bob Whitis with BrightFire busts a few myths about using Facebook Ads for Independent Insurance Agents.  

Here are some suggestions for getting better traction on Facebook:

• Post consistently
• Invite policyholders to follow your page
• Create content showing the personal side of your business, rather than just text
• Engage with followers especially when they engage with you

BrightFire partners with The Brokerage Inc. to help agents with their website, SEO, social media, and a lot more.  Visit www.brightfire.com/thebrokerageinc to learn more about how to use BrightFire for your business.

Are you planning on attending one of The Brokerage Inc. Kickoff events?  We really hope to see you there!  Each year at the time The Brokerage Inc. hosts a kickoff event in four Texas cities.  This year we have expanded it into three more.  These events are to help our agents prepare for the upcoming AEP and OEP.

We have already hosted our Miami, Tampa, and El Paso roadshows but have four more coming up in Texas.  In this episode of the podcast, Gillan walks you through what to expect at each event. 

The Roadshow schedule includes:

• Houston, Tuesday September 10
• Corpus Christi, Thursday, September 12
• San Antonio, Tuesday, September 17
• Dallas, Fort Worth, Tuesday, September 24

You can learn more about these shows and RSVP online at https://thebrokerageinc.com/kickoff. 

Have you considered using AI in your business?  What is the best way to use it?  It can be very effective if used properly.

In this episode of The Broker Link, we talk with Bob Whitis from BrightFire.  BrightFire provides a suite of tools for digital marketing solutions.  So how can you use AI in your insurance business?  One way is for brand awareness and messaging.  Another way to use it is for content, code, answers to questions, and so much more.

Some AI solutions include ChatGPT, Gemini by Google, and Microsoft Co-Pilot are among the top tools.

Bob will also talk about some of the misconceptions people have about using AI.  

Go to www.brightfire.com/thebrokerageinc to find out how BrightFire can help you.

Wouldn't it be great if insurance agents could have a place to go to help inform and keep their clients?  Now you do.  The Brokerage Inc. is offering its agents a way to stay in touch and provide the very latest, up-to-date information.  It's called the Member Retention Program and is now available.

In this episode of The Broker Link, The Brokerage Inc. Executive Vice President, Josh Slattery introduces us to the Member Retention Program.  This is a re-watch of a webinar he shared with agents.  He will also go over everything you need to know about it.  Discover how The Brokerage Inc. can help you reach and retain members.

For any additional information or if you would like to be a part of it, visit us at www.thebrokerageinc.com.

Do you understand all the changes coming to Medicare Part D in 2025?  These changes are significant so we decided to run through everything you need to know!

In this episode of The Broker Link, Josh Slattery, Executive VP at The Brokerage Inc. and Regional Sales Director, David Ireland talk through all of the changes.

They will help you:

• Understand the critical Part D changes for 2025 and how it impacts both the agents and members
• Determine what consumer and agent behaviors will change as a result of the Part D program changes.
• Provide solutions to agents on how to assist members in becoming educated about Part D changes and evaluate plan options.

Learn how to prepare yourself for the new changes, from understanding the impact on prescription medication costs to making informed decisions for your clients.

For any additional information, please reach out to Josh or David at The Brokerage Inc. (www.thebrokerageinc.com)

As we approach the insurance selling season, it's time to review and strategize your techniques for selling. 

In this episode of The Broker Link, we peek in on a presentation by our National Health Sales Director, Mike Papuc on mastering your sales technique.

You will gain insights on understanding client pain points, positioning yourself as a multifaceted solution maker, and practical strategies for identifying and addressing client concerns, building trust, and driving loyalty.

Unlock success by identifying client needs, optimizing commission and bonus potential, and developing a tailored plan of action that addresses your client's goals and objectives.

If you want to learn more, visit us at www.thebrokerageinc.com.

It's been a very turbulent year in the insurance industry, are you ready for all the changes?  Do you have the tools necessary to thrive in AEP 2025?  The Brokerage Inc. is here to help guide you through.

In this episode of The Broker Link, The Brokerage Inc.'s Executive Vice President, Josh Slattery and President Emeritus, Mike Smith break down all the information you will need to have a successful AEP.  

You will learn;

• Where we stand with the CMS Final Rule of 2024
• How the political season will impact AEP
• Where we stand with the "Chevron" deference 
• How is direct mail impacted this year
• Med Sup trends for 2025
• Technology updates
• How our new Member Retention Program will help you with your book of business
• And so much more...

Be sure to mark your calendars for August 8 at 10 am for our webinar on the new Member Retention Program.  You can register here.

Have you ever considered selling travel insurance to your clients?  Travel insurance can be an essential part of your travel planning, especially for Medicare customers.

In this episode of The Broker Link, we hear from Todd Taylor of GeoBlue, about the importance of travel insurance.  We also explore all of GeoBlue's travel insurance plans, why your clients need it, and how it works, including premiums, policy periods, and coverage options. We'll delve into the details of what's covered, such as medical evacuations, hospital stays, and more.

If you would like to learn more, visit www.thebrokerageinc.com and search our portal for more information.

How much do you keep up with Social Security?  Do you understand how it's calculated or even how it's even changed over the years?

For the second year straight, The Brokerage Inc. hosted a special webinar with Social Security expert Jody Harris.  And today we are bringing all of that information to you. In this episode you will learn:

• Why you should coordinate your Social Security benefits with other retirement sources
• How your benefits are calculated
• What is the impact of your marital status, work history and taxes
• Why is it important to claim your benefits at the right age
• And so much more

If you have any questions, please visit our website or YouTube channel for the complete webinar along with some popular questions Jody answered.  Visit www.thebrokerageinc.com