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167 articles · Page 6 of 17

May 19, 2026 Compliance

Complaint-to-Enrollment Ratio

CTM ratio is the single most carrier-relationship-impacting metric in Medicare; how to track agency-wide and intervene before contracts get pulled.

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May 18, 2026 Compliance

TPMO Disclaimer Deployment

TPMO disclaimer failures rank as a top-3 finding in CMS audits. An agency-wide deployment framework that survives auditor scrutiny.

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May 17, 2026 Best Practices

AEP Mock-Call Program

Agencies running 20+ hours of pre-AEP mock calls see 15–20% higher AEP close rates. A program design framework for agency principals.

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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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