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Telephonic Enrollment SOPs Every Insurance Agency Should Have Documented
CMS expects every TPMO to have a written telephonic-enrollment SOP. What it must include, how to train against it, how auditors review them.
Read the articleStar Ratings and Your Agency's Portfolio: Why a 4.5-Star Carrier Outperforms a 3.0-Star One
Star Ratings drive both bonus payments and beneficiary trust; agencies that bias toward 4+ Star carriers win on persistency and complaint rate.
Read the articlePlan Comparison Workflows Insurance Agencies Should Standardize Across the Floor
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.
Read the articleThe Medicare Retention Playbook for Insurance Agencies
Industry persistency averages roughly 78%; top agencies hit 90%+ via structured renewal calls, plan reviews, and ANOC outreach. The full playbook.
Read the articleLIS and Extra Help: Building an Insurance Agency Workflow That Catches Subsidy-Eligible Beneficiaries
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.
Read the articleANOC Season: How Insurance Agencies Defend Their Book When Carriers Mail Annual Notices
Sept–Oct ANOC mailings are the silent threat to renewals; an agency-side outbound retention program prevents disenrollment before AEP shopping starts.
Read the articleAEP Staffing Math: How Insurance Agencies Calculate Headcount, Hours, and Overtime for Oct 15 – Dec 7
A per-agent capacity model — calls/day × close rate × commission/policy — that drives AEP hiring decisions for agency principals.
Read the articleRunning AHIP Certification Across a Multi-Agent Insurance Agency
Agencies with 25+ agents lose 30–40% of AEP-ready capacity to disorganized AHIP rollouts. How to centralize tracking, vouchers, and deadlines.
Read the articleMed Supp vs Medicare Advantage: Which Book Your Agency Should Build First
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.
Read the articleHMO vs PPO vs PFFS: How Network Type Should Drive Your Insurance Agency's Staffing Model
PPO books need product specialists; HMO books need geographic specialists; PFFS books need rural-network specialists. How agency staffing should follow the network type.
Read the articlePut the playbooks to work.
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