Author name: Sandra Valencia

What’s Ahead for ACA, Medicare, and Supplemental Plans

The health insurance landscape in the United States is undergoing significant changes in 2025. From adjustments to the Affordable Care Act (ACA) to reforms in Medicare and updates to supplemental plans, it is essential that insurance agents and agencies stay informed about these developments to properly advise their clients and adapt to new regulations. Below, […]

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Common Mistakes When Selling Medicare and How to Avoid Them

A practical guide for agents and agencies looking to build trust and ensure compliance Selling Medicare plans can be an excellent growth opportunity for health insurance agents and agencies. This federal program offers valuable options for millions of beneficiaries—especially seniors—and represents a steady source of commission income. However, it’s also a highly regulated, competitive market

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How to Educate Your Clients on Using Their Insurance and Reduce Cancellations

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

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Scale Your Health Agency Without Losing the Personal Touch

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.

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Health Insurance Changes: Are You Ready to Gain New Clients?

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,

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How to Use Canva, Notion, and Trello for Your Content Strategy

In a competitive market like health insurance, standing out is essential. A well-organized content strategy not only allows you to educate your clients but also positions you as an expert in the field. To achieve this efficiently, you need tools that help you plan, create, and manage high-quality content. Today, we’ll show you how Canva,

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Social Media Metrics That Impact Your Business (and Those That Don’t)

In the health insurance market, having a presence on social media is no longer optional. However, just being active isn’t enough: it’s crucial to understand which metrics truly impact your business and which, although popular, don’t necessarily translate into real growth. If you are an agent or lead an agency, knowing this difference can mean

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Differences Between Content Marketing and Copywriting

In a highly competitive market like health insurance, knowing how to communicate the value of your services is crucial for attracting and converting clients. However, two essential concepts are often confused in digital marketing strategies: content marketing and copywriting. If you’re an agent or run a health insurance agency, understanding the difference will help you

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Human Creativity + AI: The Winning Formula

In a highly competitive environment like the health insurance market, innovation is no longer optional — it is essential to stand out. Today, more than ever, the combination of human creativity and the capabilities of Artificial Intelligence (AI) is revolutionizing the way agents and agencies connect with clients, design strategies, and optimize daily operations. The

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Effective Strategies for Health Insurance Agents and Agencies: Lead Generation and Sales in Today’s Market

In the dynamic world of health insurance, agents and agencies face constant challenges when it comes to attracting and retaining clients. Competition is intense, and consumer needs are evolving rapidly. To stand out in this environment, it’s essential to adopt effective strategies that not only capture potential clients’ attention but also foster long-term, profitable relationships.

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