Buying Medicare or ACA leads? This checklist explains TCPA consent, Do Not Call rules, opt-outs, Medicare TPMO rules, ACA consent, and records to keep.
A practical 2026 ACA SEP guide for agents: qualifying life events, Medicaid/CHIP loss, COBRA traps, pregnancy state rules, and documentation.
ACA agents need an active 2026 renewal strategy. Segment your book, review passive renewals, manage premium shock, document reviews, and retain clients.
Can Medicare and ACA agents use Google Drive for call recordings? Learn when Google Workspace, a BAA, HIPAA controls, CMS retention, and SOA Vault matter.
A practical ACA guide for licensed agents covering consumer consent, application review, SEP documentation, NPN changes, training, and operations.
CMS ended the 150% FPL SEP in August 2025. Learn which SEPs still work, what documentation matters, and how ACA agents should triage prospects.
Learn how ACA agents can document consumer consent, eligibility application review, Marketplace records, and exportable files without platform lock-in.