Gathering referrals can be a low-cost, rolling marketing tactic that independent insurance agents can use to gain fresh leads. In this guide, we’ll give you the information, tools, and resources you need to start generating ample referrals for your business. You’ll get details on the life cycle of a referral, how to identify a referral, how to work a referral, how to build relationships, and more! We’ll also provide you with some helpful tools and resources for you to start your referral program.

Boost your sales strategy with Medicare Supplements during AEP and beyond. Learn the advantages for clients and agents, and maximize commissions. Find out more!

Events are often a great way to generate leads. What is allowed at seminars for the 2025 Annual Enrollment Period?

Are you considering holding a marketing event to get the attention of more Medicare clients? You'll need to follow CMS' rules for hosting sales events.

If you’re looking to enter the under-65 health insurance market for the first time, you may have many questions. We've debunked five ACA insurance sales myths!

Playing phone tag to set appointments? Streamline your schedule by using one of our recommendations for the best appointment setters for insurance agents.

If you're curious about how to become certified to sell Affordable Care Act Marketplace plans, we're here to help guide you through Federally Facilitated Marketplace, or FFM, training and certification!

Check out our some frequently asked questions about call recording for Medicare agents and how to store your outbound and inbound calls with clients!

Are you trying to figure out how to keep your marketing materials and practices CMS-compliant? Our Q&A post will help insurance companies and agents stay CMS-compliant on marketing materials. Read more...

A vital step in AEP preparation involves making sure you’ll have the Medicare enrollment supplies you need to give clients. Here’s how you can ensure you’ll have your Medicare enrollment kits by October 15.

Some rogue agents have been deceiving clients and changing their ACA plan without their knowledge. We'll discuss how to protect your clients and your commissions.

To achieve Medicare ready-to-sell (RTS) status, agents must meet a few requirements annually. You have to contract with carriers to sell their Medicare Advantage, Part D, and Medicare Supplement products. If you don't, you won't have anything to sell!

AEP preparation is key. During AEP, Medicare Advantage marketing ideas include marketing yourself. It’s always good to start on the right foot.

Get our free beginners guide to Medicare D-SNPs. Learn what is a D-SNP and how to qualify for D-SNP eligibility. Whether you're new to D-SNPs or searching for information, it's time to fine-tune your selling techniques.