Author name: Sandra Valencia

Simplify ACA Enrollment: The Essential Checklist for Your Clients

The open enrollment period for Affordable Care Act (ACA) plans can be a busy and sometimes overwhelming time for both clients and health insurance agents. As an agent or agency, your role is crucial in streamlining this process and ensuring that your clients have all the information and documents they need to make informed decisions […]

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Build Relationships that Drive Your Success in the Health Insurance Industry

The health insurance market is competitive, and connecting with high-value prospects can make a significant difference for agents and agencies. As Bryce Sanders suggests for high-net-worth clients, building genuine relationships is less about making an immediate sale and more about cultivating long-term trust. Here, we’ll explore politically correct and practical strategies for agents and health

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The Importance of the Social Security Number (SSN) in the Health Insurance Industry

In the U.S. health insurance industry, the Social Security Number (SSN) is a fundamental element in various operational and compliance processes. This nine-digit number, assigned by the Social Security Administration (SSA), not only identifies individuals for social security purposes but also plays a crucial role in identity verification, risk assessment, and regulatory compliance within the

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2024 Trends and Insights for Health Insurance Agents and Agencies

The insurance industry in 2024 offers a mix of opportunities and challenges for health insurance agents and agencies. With steady growth, increasing demand, and specialization opportunities, the field is well-positioned to remain a viable career path. In this blog, we explore key statistics, emerging trends, and actionable insights to help agents and agencies navigate the

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Understanding Health Insurance for Newborns

As a health insurance agent or agency, guiding clients through the process of securing health insurance for their newborn is not just a professional responsibility—it’s an opportunity to make a meaningful difference in their lives. With the rising costs of healthcare, ensuring that families are prepared for medical expenses from the earliest days of a

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Simple Guide to Advertising on Instagram Using the “Boost Post” Button

Advertising on Instagram can be a powerful tool to reach new audiences and promote your services or products. One of the easiest and fastest ways to do this is by using the “Boost Post” button on your posts. In this guide, we’ll walk you through the steps to create an effective campaign directly from this

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Keys to Staying Updated: CMS Resources for Agents and Brokers

In the health insurance industry, Open Enrollment Period (OEP) is one of the most important times of the year. It’s when agents and brokers have the opportunity to assist their clients in selecting or renewing coverage. However, success during this season depends not only on your skills as an agent but also on your ability

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Guide for New Agents: Master the 2025 Open Enrollment Season

The Open Enrollment season is one of the most critical periods for insurance agents and agencies. During this time, clients have the opportunity to enroll in or make changes to their insurance plans for the upcoming year, including health insurance, Medicare, and individual market plans like those offered under the Affordable Care Act (ACA). For

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How the Community Module Empowers Agents and Agencies with Knowledge and Strategic Tools

In the insurance  services industry, staying up-to-date with relevant and current information is key to implementing effective afinnd competitive strategies. With ever-evolving market demands, agents and agencies face the challenge of delivering well-adapted, high-quality solutions to their clients. In this context, the Community Module of the ARC (Agent Resource Center) emerges as an invaluable resource.

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Why Personalized Messages Are Key to Client Loyalty in Health Insurance

In a highly competitive sector like health insurance, the difference often lies in how you manage client relationships, how effectively you respond to their needs, and the quality of the personalized care you provide. One of the most effective methods to strengthen that relationship and gain client loyalty is through sending personalized messages, whether to

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