by PTT Financial | Jan 7, 2025 | Articles for Agents
Now that the new year has begun, it’s time to check in with your clients to make sure they are happy with their new healthcare coverage. Client retention should always be a priority and outreach at the start of the year is key to ensuring your clients understand their...
by PTT Financial | Dec 12, 2024 | Articles for Agents
While it can be tempting to take a much needed break after this busy AEP, the last few weeks of the year are important for wrapping up 2024 and preparing for 2025. The time you invest now will help set you up for success next year. Close Out Administrative Tasks for...
by PTT Financial | Dec 11, 2024 | Articles for Agents
As you wrap up another busy year you don’t want to lose sight of keeping track of your expenses and any eligible tax deductions because tax season will be here before you know it. Writing off your expenses allows you to lower your taxable income and put some money...
by PTT Financial | Nov 13, 2024 | Articles for Agents
Medicare Advantage plans are continuing to see a decline in star ratings into 2025. Over the past few years, there has been a steady drop in performance, based on the quality measures put in place by CMS. In 2025, only seven plans achieved a five-star rating, a...
by PTT Financial | Nov 11, 2024 | Articles for Agents
If you only offer a limited number of insurance products, your clients will need to go elsewhere to fulfill all their coverage needs. This means you’re missing out on easy business opportunities to cross-sell to existing clients and gain new clients who are looking...
