by PTT Financial | Sep 12, 2023 | Articles for Agents
Summer break is over; fall is here. Medicare agents need to get ready for the annual election period (AEP). Since this AEP will be a busy one – with new enrollees and CMS requirements – you’ll need to be prepared. Use this fall checklist to start preparing for AEP....
by PTT Financial | Aug 24, 2023 | Articles for Agents
You’ve worked hard to find Medicare clients. Now your Medicare insurance sales business is the size you want it to be, and you think you can start taking it easy – but wait. If you stop trying to build your business, you’ll eventually start losing business. To remain...
by PTT Financial | Aug 3, 2023 | Articles for Agents
It seems like summer is already winding down and AEP is once again right around the corner. September is an important month for kicking off your pre-AEP outreach. Timing is crucial for both retaining current clients and prospecting for new ones. Client Retention Your...
by PTT Financial | Aug 1, 2023 | Articles for Agents
As you prepare for AEP, you’ll start to see carriers release their 2024 First Looks. These give agents an early glimpse into the plans for the upcoming year. It’s a good time to review what is changing prior to AEP and determine which plans will be the most...
by PTT Financial | Jul 12, 2023 | Articles for Agents
Every year, Medicare agents must complete their annual certifications prior to fall AEP. Summer is the perfect time to focus on these requirements and check them off your 2024 AEP to-do list. Start with AHIP Certification To sell Medicare Advantage and Part D plans...
