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May 16, 2026 Compliance

Telephonic Enrollment SOPs

CMS expects every TPMO to have a written telephonic-enrollment SOP. What it must include, how to train against it, how auditors review them.

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May 15, 2026 Comparison

Star Ratings Portfolio Impact

Star Ratings drive both bonus payments and beneficiary trust; agencies that bias toward 4+ Star carriers win on persistency and complaint rate.

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May 14, 2026 Best Practices

Standardize Plan Comparison

Per-agent ad-hoc Medicare Plan Finder workflows are a leading source of inconsistent presentations and CMS marketing-misrepresentation complaints. Agencies need a single SOP.

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May 13, 2026 Best Practices

Medicare Retention Playbook

Industry persistency averages roughly 78%; top agencies hit 90%+ via structured renewal calls, plan reviews, and ANOC outreach. The full playbook.

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May 11, 2026 Best Practices

LIS / Extra Help Workflow

Roughly 13M Americans qualify for LIS but most agencies don't screen for it. Adding an LIS check to intake adds approximately 8% to enrollment yield.

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May 10, 2026 Best Practices

ANOC Season Retention

Sept–Oct ANOC mailings are the silent threat to renewals; an agency-side outbound retention program prevents disenrollment before AEP shopping starts.

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May 9, 2026 Best Practices

AEP Staffing Math

A per-agent capacity model — calls/day × close rate × commission/policy — that drives AEP hiring decisions for agency principals.

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May 8, 2026 Best Practices

AHIP Rollout Playbook

Agencies with 25+ agents lose 30–40% of AEP-ready capacity to disorganized AHIP rollouts. How to centralize tracking, vouchers, and deadlines.

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May 7, 2026 Best Practices

Med Supp vs MA Portfolio

Cohort math — Med Supp delivers higher persistency and lower commissions; MA delivers the opposite. A staged build for agencies under 20 vs over 50 agents.

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May 6, 2026 Best Practices

HMO/PPO/PFFS Staffing

PPO books need product specialists; HMO books need geographic specialists; PFFS books need rural-network specialists. How agency staffing should follow the network type.

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