Practical workflow for Medicare agents helping clients over 65 enroll in Part A and B after employer coverage ends, with CMS-40B, CMS-L564, SEP timing, and evidence.
Review Medicare GLP-1 Bridge eligibility, covered drugs, the $50 copay, prior authorization and 2027 plan checks. Includes a printable agent checklist.
A practical 2027 ACA SEP guide for agents: qualifying events, Medicaid loss, COBRA, deadlines, verification, state differences, and a printable checklist.
A 2027 Medicare Special Election Period guide for agents: 36 SEP categories, D-SNP rules, plan nonrenewals, deadlines and CMS approval requirements.
Switching FMOs, CRMs, phone systems, or enrollment tools? Learn how Medicare agents keep SOAs, call recordings, ACA consent, and records portable.
A practical ACA guide for licensed agents covering consumer consent, application review, data-matching issues, SEP documentation, and operations.
The 150% FPL SEP remains unavailable in 2027. Use this ACA agent guide to check other SEPs, Medicaid options, enrollment deadlines, and required follow-up.
Learn how to break away and build a truly independent Medicare business. Control your own leads, ditch the confusing jargon, and own your workflow.
Learn how ACA agents can document consumer consent, eligibility application review, Marketplace records, and exportable files without platform lock-in.
Use Connecture or SunFire for quoting and enrollment while keeping SOAs, call recordings, and client files searchable, retrievable, and exportable.