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April 30, 2026

UHC and AARP Medicare for Agencies

UHC controls roughly 28% of Medicare Advantage; AARP brand-approval workflows are the choke point for agencies that want to scale a UHC book.

April 29, 2026

Humana Medicare for Agencies

What an FMO/agency contract with Humana actually looks like — commission grid, override structure, persistency clawbacks, and co-op rules every agency principal should know.

April 28, 2026

Building a Medicare Carrier Stack

A 5-factor scoring framework agency principals use to choose which 4–6 Medicare carriers to contract — commission grid, persistency, network breadth, AHIP burden, and co-op spend.

April 16, 2026

AI Agents for Medicare Calls

A compliance-first framework for using AI agents in Medicare call flows: safe automation targets, escalation guardrails, and audit-ready documentation.

April 12, 2026

Year-End Compliance Review

Annual compliance review checklist — recording audits, consent verification, DNC list updates, license renewals, and CMS documentation review.

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 9, 2026

Recording Retention Rules

CMS and state-level requirements for call recording retention periods, storage best practices, and automated retention policies.

April 6, 2026

Omnichannel Communication

How to coordinate phone, SMS, and email outreach for a consistent beneficiary experience and higher contact rates.

April 5, 2026

Multi-State CMS Compliance

How to handle the complexity of state-by-state CMS compliance variations, licensing requirements, and automatic state-based routing.

April 2, 2026

Medicare Disenrollment Guide

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

March 31, 2026

D-SNP Sales Guide

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

March 29, 2026

CMS Penalties & Fines

Breakdown of CMS enforcement actions, civil monetary penalties, and real examples of agencies that faced consequences.

March 23, 2026

CMS Monitoring Requirements

How CMS expects Medicare calls to be monitored, frequency requirements, documentation standards, and how AI monitoring satisfies these rules.

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 8, 2026

T-SOA Compliance Guide

Step-by-step guide to capturing T-SOA correctly during inbound and outbound Medicare calls.

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.

February 28, 2026

SOA Rules Guide

Everything call centers need to know about obtaining, documenting, and storing SOA forms before Medicare sales conversations.

February 24, 2026

AI Compliance Monitoring

A practical guide to AI compliance monitoring in insurance call centers: what it covers, how teams operationalize it, and what to ask vendors.

February 20, 2026

SMS Follow-Up Strategies

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

February 16, 2026

CMS Marketing Guidelines 2026

A comprehensive breakdown of the latest CMS marketing guidelines for Medicare Advantage and Part D plans.

February 13, 2026

Medicare Enrollment Periods Guide

Complete guide to Medicare enrollment periods. AEP, OEP, SEP, IEP dates, rules, CMS marketing guidelines, and sales strategy for each window.

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 9, 2026

CMS Call Recording Requirements

Everything about CMS call recording requirements for Medicare sales. What to record, retention periods, consent rules, and audit preparation.

January 28, 2026

AI Mock Calls Training

Practice Medicare sales scenarios with AI at just $0.15/minute.

January 24, 2026

AEP 2026 Preparation Checklist

Complete checklist for Annual Enrollment Period success.

January 22, 2026

Medicare Compliance Guide 2026

Complete guide to Medicare call recording and compliance requirements.

September 23, 2025

Advanced Compliance Features

Deep dive into compliance automation and monitoring.

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