Nombre del autor:Sandra Valencia

In the daily work of health insurance agents and agencies, one of the most critical yet often underestimated tasks is helping clients properly upload documents to HealthCare.gov. While it may seem simple, this process can determine whether a client keeps their subsidies, starts their coverage on time, or faces unexpected interruptions. This guide is designed […]

In the world of health insurance, every step in planning and maintaining coverage matters. One of the most important processes that agents and agencies must master is eligibility redetermination, especially when working with plans like Ambetter, offered through the Affordable Care Act (ACA) Marketplace. This procedure can be the difference between a client keeping their

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