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.
A practical Medicare agent guide to the Medicare GLP-1 Bridge, including eligibility, $50 copay rules, Part D interaction, and prior authorization workflow.
A practical 2026 ACA SEP guide for agents: qualifying life events, Medicaid/CHIP loss, COBRA traps, pregnancy state rules, and documentation.
A practical 2026 Medicare SEP guide for agents: client scenarios, timing traps, MA and Part D rules, and documentation workflows.
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, 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 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.
Compare Connecture and Sunfire SOA workflows, voice signatures, call recording, data portability, and when a standalone SOA vault makes sense.