Business

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,

The Hispanic community is transforming the business and service landscape in the United States—and the health insurance sector is no exception. With over 5 million Hispanic-owned businesses generating more than $800 billion annually, according to the U.S. Department of the Treasury, this segment represents a strategic opportunity for agents and agencies ready to meet its

Generation Z — born between 1997 and 2012 — is entering the workforce in full force. For health insurance agencies, this represents both a challenge and a great opportunity. Gen Z is young, digital, pragmatic, and has very different expectations from previous generations. If your agency is currently recruiting or thinking about how to retain

Reevaluating the Role of the Health Insurance Agent in the Digital Age Reevaluating the Role of the Health Insurance Agent in the Digital Age Reevaluating the Role of the Health Insurance Agent in the Digital Age The health insurance industry is undergoing a profound transformation. The digitalization of processes, direct access to quoting platforms, and

In the health insurance sector, timely premium payments by clients are essential. They not only ensure continued coverage for the insured but also have a direct impact on the financial and reputational stability of agents and agencies. This article explores the importance of on-time payments and offers effective strategies to help remind clients of their

The health insurance market in the United States is the largest in the world, experiencing constant growth driven by the demand for medical coverage and changes in government regulations. Despite 8% of the population remaining uninsured, the expansion of Medicaid and Marketplace subsidies has increased access to coverage. For health insurance agents and agencies, this