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Strategies for Maximizing Retention in Medicare Advantage During AEP
With the recent CMS guideline updates, retaining Medicare Advantage beneficiaries has become just as critical as acquisition. What retention workflows are your agencies using between October and January? We have seen success with an immediate 14-day post-enrollment welcome call to review formulary drug tiers.
FMO vs IMO Contracts: How to Evaluate Commission Street Levels and Release Policies
Many producers don’t ask about release policies before contracting with an FMO or IMO. What are the key contract clauses independent agents should look for before signing, especially regarding vesting renewals on day one?
Live Transfers vs Inbound Inquiries: Best Closing Techniques for Remote Agents
Handling live transfers requires an immediate warm handoff and building trust in the first 20 seconds. What is your go-to opening question when receiving a transfer for final expense or Medicare?
New CMS TPMO Disclaimer Requirements: Compliance Checklist for 2026
Reminder for all Third-Party Marketing Organizations and captive/independent agents: ensure your call recordings include the required 60-second verbal disclaimer if you don’t offer every plan in the beneficiary’s service area.