Author name: Sandra Valencia

The Annual Enrollment Period (AEP) and the Open Enrollment Period (OEP) don’t just define a large portion of income for insurance agents and agencies — they also make the difference between a stable year and one filled with losses. Preparing early is the best strategy to stand out, and there’s no better time to begin

In the competitive world of health insurance, selling a policy isn’t enough. To truly grow and stay relevant as an agent or agency, you need to know what’s working and what isn’t. That’s where key business metrics come into play. Measuring your performance consistently allows you to make informed decisions, identify areas for improvement, and

In the competitive world of health insurance, one of the main challenges faced by agents and agencies is client retention. Early policy cancellations not only impact the financial stability of agencies, but also represent missed opportunities to build long-term relationships with policyholders. In many cases, these cancellations are linked to a lack of understanding of

Scaling your health insurance agency is one of the most exciting steps in your professional growth. However, the main challenge many agents and agencies face is how to expand without losing the essence of personalized and close service that clients appreciate so much. The good news is that it is possible to grow while maintaining high-quality service.

The health insurance market is constantly evolving, and those who can adapt quickly find unique opportunities for growth. Recently, CVS Health announced plans to withdraw Aetna’s health insurance plans from the Affordable Care Act (ACA) marketplace by 2026, affecting more than 1 million insured members.[Source: Forbes]   While this type of news may create uncertainty for some,