✨ Streamline your prescription and provider data collection process this enrollment season with Rx Collect. Learn More!
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.
While automation is a great asset for your day-to-day work, it can also come in handy during the busy times of the year like Open Enrollment (OEP) and Annual Election Period (AEP). Automation helps you get more done with less effort.
In this blog, we'll discuss three areas you can use automation during OEP and AEP to maximize productivity and efficiency (plus highlights from the software you can use to streamline it all).
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.
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!
The AEP season is always hectic — but the 2026 enrollment season is looking to be even busier than usual. Between carrier updates, new products, recently launched regulations, Scope of Appointment compliance requirements, client communication, lead follow-ups, etc., agents have a lot to do.
But by using automation, Medicare agencies can save 100+ hours on email notifications and reminders to clients, prospects, and agents every AEP. These email and text message templates will help your Medicare agency attract, sell, and retain more prospects and clients this AEP season.
Email is one of the most powerful tools for insurance agencies to cultivate leads, build trust, and promote retention. Yet many agents don't know where to start or how to market with intention.
In this blog, we've outlined the most effective email marketing best practices for health, senior, and benefits agencies. It doesn't matter if you're just getting started or looking to improve your outreach, these strategies will help you build stronger client relationships while maintaining compliance and saving time.
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.
August through December is a busy time for agents. Between your CEs, getting certified with different carriers and plan types, and preparing for enrollment season, you are swamped. However, there is one thing that could help make some of your preparations easier—technology.
We’ll discuss how to use an industry-specific agency management system (AMS) to streamline your enrollment season and ease your workload.
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.