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Category: Best Practices

April 24, 2026

Becoming a Vetted Publisher

A guide for insurance lead publishers: how AgentTech's independent vetting works, what the performance and compliance bar looks like, and how Marketplace distribution compares to cold-pitching individual agencies.

April 21, 2026

FE vs Burial vs Whole Life

A side-by-side breakdown of final expense, burial insurance, and traditional whole life — face amounts, underwriting, premiums, and which product fits which senior prospect.

April 19, 2026

FE Lead Types Compared

Real CPA, contact rate, and close-rate benchmarks for the 5 most common final expense lead sources, plus how to dial each one for maximum return.

April 17, 2026

What Is Final Expense?

Plain-English breakdown of what final expense insurance is, who buys it, how it pays out, average premiums, and why it's become the highest-margin product in senior insurance.

April 14, 2026

Deploy AI Agents Safely

Step-by-step rollout plan for AI agents: guardrails, disclosures, human handoff, QA, audit trail, and the metrics that prove ROI.

April 11, 2026

CMS-Compliant Enrollment Calls

A script-level walkthrough of a compliant Medicare enrollment call from greeting to close, highlighting every CMS-required disclosure.

April 10, 2026

Summer Slowdown Strategy

How to use the summer months productively — agent training with AI mock calls, system optimization, publisher recruitment, and AEP preparation.

April 7, 2026

ACA Enrollment Strategies

How to prepare your call center for ACA open enrollment, including staffing models, routing, and compliance requirements.

April 3, 2026

AI vs Human Monitoring

Comparing AI-powered 100% call monitoring against traditional human QA sampling, and the hybrid approach that delivers the best results.

April 2, 2026

Medicare Disenrollment Guide

Strategies for handling the January disenrollment window, including proactive outreach, retention scripts, and identifying at-risk members.

April 1, 2026

Import & Clean Lead Lists

Best practices for importing CSV lead lists, field mapping, deduplication, DNC scrubbing, and maintaining clean contact data.

March 31, 2026

D-SNP Sales Guide

How to identify, route, and convert dual-eligible Medicare/Medicaid beneficiaries for D-SNP plan enrollments.

March 28, 2026

Agent Status Management

How real-time agent status tracking helps supervisors optimize staffing and reduce wasted seat time.

March 27, 2026

Email Drip Campaigns

How to set up automated email sequences that nurture insurance leads from first contact through enrollment.

March 26, 2026

Reduce Abandonment Rates

Data-driven strategies to lower abandonment rates including queue optimization, callback options, and overflow routing.

March 25, 2026

Agent Leaderboards

How real-time leaderboards motivate agents, drive healthy competition, and give supervisors instant visibility.

March 22, 2026

Telesales vs Field Sales

Data-driven comparison of telesales and field sales for insurance, including cost per acquisition, close rates, and agent productivity.

March 18, 2026

Post-AEP Analysis

How to analyze AEP call data — conversion rates, publisher performance, compliance scores — to improve next year's strategy.

March 14, 2026

CMS Audit Readiness

A practical checklist of documentation, recordings, and processes your call center must have ready for a CMS audit.

March 13, 2026

Remote Call Center Guide

How to manage a distributed team of insurance agents using browser-based tools, real-time monitoring, and structured communication.

March 11, 2026

Operating Hours & Timezones

How to configure operating hours across timezones, set holiday schedules, and ensure calls route correctly by time-of-day.

March 7, 2026

Cost Per Enrollment Guide

A formula-driven guide to calculating true cost-per-enrollment including seat costs, lead costs, agent time, and technology.

March 5, 2026

SEP Opportunities Guide

How to identify, market to, and convert Special Enrollment Period-eligible beneficiaries for Medicare Advantage.

March 3, 2026

Q4 Medicare Readiness

A quarter-by-quarter preparation guide for AEP from agent hiring in July to go-live in October.

March 2, 2026

Contact Tagging Strategies

How to design a contact tagging system that lets agents instantly identify lead source, enrollment status, and follow-up priority.

February 27, 2026

15 Essential Call Center KPIs

A prioritized list of daily KPIs from answer rate to cost-per-enrollment with benchmarks specific to insurance call centers.

February 24, 2026

Contact Center KPIs + AI

Which insurance contact center KPIs actually move with AI? A practical guide to AHT, FCR, QA, CSAT, speed-to-lead, and backlog metrics.

February 23, 2026

7 Time-Saving Automations

Practical automation workflows that eliminate repetitive manual tasks for insurance agencies.

February 20, 2026

SMS Follow-Up Strategies

How to use automated and manual SMS follow-ups to re-engage Medicare prospects after calls.

February 19, 2026

OEP 2026 Strategy Guide

Strategies for staffing, routing, compliance, and campaign management during the Medicare Open Enrollment Period.

February 15, 2026

Insurance Lead Types Explained

Complete guide to insurance lead types. Costs, conversion rates, pros/cons for aged, shared, exclusive, live transfer, and referral leads.

February 14, 2026

Reduce Agent Attrition

The real cost of agent turnover and 10 proven strategies to reduce attrition in insurance call centers. ROI analysis included.

February 12, 2026

Cost Per Acquisition Guide

CPA formulas, industry benchmarks by insurance line, and 7 proven strategies to reduce your cost per acquisition.

February 11, 2026

Start a Medicare Call Center

Step-by-step guide to starting a Medicare call center. Licensing, technology, staffing, compliance, costs, and scaling strategy.

February 8, 2026

Insurance Cold Calling Scripts

Proven cold calling scripts for Medicare, life insurance, final expense, ACA, and small business health insurance with compliance-first approach.

February 5, 2026

Scaling Your Inbound Call Center

How AgentTech's Publisher Queue architecture lets you scale from 5 to 50 publishers without losing conversions or control.

February 3, 2026

Call Publisher Performance Metrics

Track the key metrics that separate high-quality call publishers from underperformers in your inbound call center.

January 26, 2026

5 Call Routing Strategies

Optimize lead routing with AI-powered performance tracking.

January 24, 2026

AEP 2026 Preparation Checklist

Complete checklist for Annual Enrollment Period success.

December 15, 2025

Call Transcription Best Practices

How to leverage AI transcription for compliance and training.

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