✨ Streamline your prescription and provider data collection process this enrollment season with Rx Collect. Learn More!
Tackle the 2027 enrollment season head-on by ensuring you've got all your bases covered with this helpful checklist for your agents and clients.
To keep you at peak productivity, each checklist item is paired with tips to help you work smarter, save time, and redirect your focus elsewhere—such as growing your book of business. There's even a secondary checklist you can hand out to your clients and prospects!
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.
Enrollment season doesn't give you time to build from scratch. During this session, see example dashboards to keep what matters most front and center, automated workflows you can build directly in your own AMS, and ready-to-use scripts for the moments that come up again and again during enrollment season.
Whether you're a current AgencyBloc client looking for ways to make your flow even more efficient or an agency evaluating a new AMS ahead of enrollment season, this session gives you ideas you can put to use immediately.
These plain-text templates provide you with messaging you can take and use immediately. They’re completely flexible, so you can edit as needed.
When you manage your policies in an agency management system (AMS), identifying opportunities to communicate becomes a lot easier. Use tools within your AMS like reporting, email marketing, and workflow automation to deliver the message to the right person at the right time.
Enrollment is often a daunting time for health insurance agencies across the board. Thankfully, there are a few tips and tricks for easing your workload and providing your team with additional efficiencies.
In this guide, we'll briefly describe 9 areas where health insurance agencies are using technology to create efficiencies for themselves during enrollment season. Then, we'll provide direction on where to learn more and get started!
AEP is always a sprint, and the 2027 season is shaping up to be even busier than usual. Between carrier updates, new products, tightened CMS enforcement of Scope of Appointment (SOA) compliance requirements, client communication, and lead follow-ups, agents have their hands full.
To help your Medicare agency work smarter this season, we've put together ready-to-use email and text message templates so you can put automation to work right away. Use them to see exactly what you can (and should!) automate this enrollment season.
Enrollment season moves fast. Between managing renewals, staying compliant, and keeping clients informed, there's a lot your team is expected to stay on top of. Clients notice when they don't hear from you.
In this blog we'll walk you through eight enrollment season communications your agency should be automating.
Most agencies think of "Open Enrollment" as a single season, but in reality, your clients aren't all enrolling at the same time.
Your team could be helping one client enroll in ACA Marketplace coverage, guiding another through the transition to Medicare at age 65, and helping a third client navigate their company's annual employee open enrollment.
Each enrollment period comes with its own eligibility rules, deadlines, and requirements. Understanding these differences is essential to helping clients enroll in the right coverage at the right time.
Enrollment season runs on repetition — SOAs, recorded calls, verification requests, follow-ups — and every one of those steps is a place where compliance can slip when things get busy. This session steps back to cover the best practices that make the difference: where to lean on automation, how integrations keep data clean across systems, and what compliance checkpoints matter most for Medicare and ACA business.
Whether you're a current AgencyBloc client looking to tighten up your workflows before the rush, or an agency evaluating a new AMS ahead of enrollment season, this session gives you a clear, practical look at what you can do to prepare for a busy enrollment season.
The Centers for Medicare & Medicaid Services (CMS) Understanding Marketplace Compliance Rules & Regulations presentation laid out additional requirements for life and 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.
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!
If there is one thing you can always count on in the health and life insurance industry, it's that changes will happen. 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.
For most health insurance agencies, the months leading up to enrollment season are when everything happens at once, and when being underprepared costs your team. Your team is chasing renewals, following up on new leads, staying on top of certifications, and trying to have meaningful conversations with clients, all at the same time.
In this blog, we'll walk through the items that are often on those prep plans for agencies, including compliance requirements, technology, and open enrollment best practices your agency needs to know to make this enrollment season your best yet.
A signed Scope of Appointment (SOA) form creates a contract between each Medicare beneficiary and the Medicare insurance agent, dictating what types of plans they'll cover during their meeting.
The SOA form is one of the most important forms to obtain for Medicare insurance agents. It's required for every beneficiary, regardless of whether they're a prospect or a client, and is required each year. Additionally, all signed SOA forms must be stored and easily accessible for a minimum of 10 years.
Use these resources to obtain signed SOAs from prospects and clients.
Agencies with a cloud-based agency management system are able to easily work from anywhere. If you're wondering whether a platform like AgencyBloc might be the right fit for you, request a free 1-on-1 demo!
AgencyBloc, the #1 Recommended Insurance Industry Growth Platform, supports health, benefits, and senior insurance agencies, GAs, IMO/FMOs, call centers, and carriers with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.