Work Smarter, Not Harder This Open Enrollment Season

Enrollment season is always a hectic time of year. Life and health insurance agencies have a lot to handle during this time: carrier updates, new products, client communication, lead follow-ups... the list goes on.

Using automation, agencies can save 100 hours in email notifications and reminders to clients, prospects, and agents every enrollment season. These email templates will help you attract, convert, and retain clients.

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The Scope of Appointment (SOA) is a federally required form for all new and renewal sales appointments with a Medicare insurance agent. This form, along with other CMS compliance regulatory changes, helps increase transparency for customers to promote more understanding about buying health insurance and Medicare coverage.

Streamline your appointment process and communication efforts with our comprehensive guide to electronic SOA management, tailored for the senior market insurance sector.

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More specifically, are you ready to save 100+ hours on client communications, cut your time spent servicing and quoting small group policy renewals in half, and increase your agency's sales this Open Enrollment season?

Join Carter as he guides you through ways your team can use AgencyBloc's Plus Suite to ease your workload, help your team get more done, and create efficiencies this enrollment season.

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A few months ago, the Center for Medicare & Medicaid Services (CMS) announced a new ruling called the CMS Final Rule 2023. Part of this rule requires agents to record and store all Medicare and Medicaid "marketing" calls.

Read this blog to find out how you can use an agency management system (AMS) to stay compliant and how you can store call recordings in AgencyBloc!

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The 2025 enrollment season is just around the corner; is your agency prepared?

The Open Enrollment and Annual Election Periods can be overwhelming. Use this checklist to help ease your mind and save some time by ensuring you've crossed all of your t's and dotted all of your i's.

To keep you at peak productivity, each checklist item is paired with tips to help you work smarter, save time, and put your focus elsewhere — like growing your book of business.

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The Centers for Medicare & Medicaid Services (CMS) Understanding Marketplace Compliance Rules & Regulations presentation laid out additional requirements for health insurance brokers to obtain consent to contact prior to providing assistance with Marketplace plans.

Utilize these consent to contact resources to efficiently obtain consent and ensure your agency maintains compliance. 

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There is one thing you can always count on in the health and life insurance industry: change. The latest broker compensation disclosure requirement is no different.

This blog explains what the Broker Compensation Disclosure is, how you can use an agency management system (AMS) to help you stay compliant, and the Broker Compensation Disclosure report within AgencyBloc.

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Business cards are one of the first impressions prospects have of your brand. Make a positive first impression with an eye-catching, effective, and on-brand business card.

We took the stress out of designing your own business card for you and created pre-designed business cards you can use to stay top-of-mind with your prospects and leads.

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Each enrollment season, your group benefits agency is busy with everything that goes into enrolling your employer groups into their plans by the end of the year. In fact, we've found that brokers spend an average of 18 hours per small group per year servicing their clients.

This infographic outlines five steps your small group benefits agency can take to prepare for enrollment season and streamline your processes to save your agency time and money.

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Annual Election Period (AEP) can be crazy, but it's a fantastic opportunity for your agency to grow. Direct mail is a great way to stay in contact with your audience. Although the 65+ market is becoming increasingly tech-savvy, they still heavily rely on and trust in direct mail.

Use these free oversized postcard Canva templates to stay in touch and raise the bar of communication.

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At AgencyBloc, we understand the importance of education and are committed to equipping you with the resources you need to succeed.

Our extensive Knowledge Base is filled with technical articles and how-to videos that provide comprehensive insights into all features and functionalities. Additionally, our user-friendly Academy offers short, self-guided video courses that allow you to refresh your knowledge or explore new skills.

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