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How to Create an Onboarding Strategy for Health Insurance Clients

In the health insurance industry, customer satisfaction doesn’t begin when a policy is purchased but from the very first moment a potential client decides that your agency or services are the right choice. The onboarding experience is crucial to ensuring that new clients feel welcomed, informed, and confident in their decision. A well-designed onboarding strategy […]

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Selling Health Insurance After Tropical Storm Beryl: A Guide for Agents and Agencies

In the wake of Tropical Storm Beryl, communities are often left grappling with a multitude of challenges, from property damage to health-related issues. As a health insurance agent or agency, your role is not just to sell insurance but to provide crucial support during these difficult times. This guide will delve deeply into strategies for

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 Explaining Consent Forms to Health Insurance Clients

One of the crucial responsibilities of agents and agencies is to ensure that clients understand and complete consent forms. These forms are essential for legal, regulatory, and operational reasons, yet they can be intimidating or confusing for clients. This blog will provide a comprehensive guide on how to effectively communicate the necessity and significance of

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Important Update: CMS Actions to Prevent Unauthorized Enrollment Changes

At Claro Insurance, we want to ensure that you are informed about the latest updates from CMS, as they are crucial for protecting the integrity of Federally-facilitated Marketplace (FFM) enrollments and ensuring that all consumers receive the fair treatment they deserve. The recent CMS action aims to combat unauthorized changes in consumer enrollments made by

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Discover the Benefits of the Community Module and ARC with Claro Insurance

Staying informed and equipped with the latest resources is crucial for success. At Claro Insurance, we understand the unique needs of our agents and agencies. That’s why we’ve developed a comprehensive tool within our ARC (Agent Resource Center) to keep our team ahead of the curve. In this blog, we’ll explore the myriad benefits of

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Preparing for the Coming Open Enrollment Period (OEP)

The Open Enrollment Period (OEP) is a crucial time for health insurance providers and agents. It’s a window when individuals can enroll in or change their health insurance plans. Proper preparation is key to ensuring that you can provide efficient and quality service to your clients. Here’s a comprehensive guide on what you should have

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The Impact of Legal System Abuse on Independent Health Insurance Agents

The repercussions of legal system abuse ripple through the entire insurance value chain, affecting every stakeholder, including independent health insurance agents. As the costs of excessive claims escalate, these agents face a multitude of challenges. Premiums rise, making it more difficult for agents to sell coverage. Furthermore, the availability of coverage diminishes, creating an increasingly

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Addressing the Gender Gap in Insurance: Strategies and Actions

The insurance industry has long faced challenges related to gender representation in leadership roles. The 2023 update from Agent for the Future highlights the persistent leadership gap for women in insurance and offers actionable strategies for industry leaders to create better pathways to leadership for women. This article summarizes the findings from Liberty Mutual’s 2024

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Why Every Health Insurance Agent Needs a Client Follow-Up Template

As a health insurance agent, maintaining a strong relationship with your clients is paramount. One effective way to ensure you provide excellent service and stay organized is by using a Client Follow-Up Template. This tool can streamline your processes, enhance client satisfaction, and ultimately boost your business. Here’s why having a Client Follow-Up Template is

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21 Essential Acronyms Every Health Insurance Agent Should Know

Staying updated with industry terminology is crucial for success. Health insurance agents must be well-versed in a variety of acronyms to effectively communicate with clients, understand policy details, and navigate the complexities of the healthcare system. Here’s a comprehensive guide to the most important acronyms every health insurance agent should know. 1. ACA – Affordable

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