How to Get More Client Referrals Without Seeming Pushy
Many agents don’t love asking for referrals because that can feel weird. You don’t want to appear to be chasing business every time you talk to a client, right? But referrals are one of the easiest, warmest, and most effective ways to grow your book of business. People trust recommendations from friends and family more […]
How to Use CRM and Digital Tools to Streamline Your Sales Process
We still have insurance agents who use a notebook, a stack of business cards, and a phone that dings constantly with reminders set three weeks too late. For these agents and all the rest of you, the 21st century is calling you! Current technology empowers agents to be their “best agents” and increase sales with […]
Using Social Media to Build Your Brand & Attract Clients
Social media is a weird place for insurance folks. You may wonder do I need to be on social media if I am not an influencer? The answer is yes.People like doing business with people they know, like, and trust. Social media is one way people in your community get to know you and build […]
Hosting Events and Webinars: Bringing Clients to You Instead of Always Chasing Them
If you’re in the insurance game, you know chasing leads is tiresome. You also know from our previous articles that referrals are gold, but constantly begging for intros from outside sources is a lot of work. So, flip the script and generate your own referrals by hosting your own events and webinars! Done right, these […]
2025 Final CMS Medicare Advantage Rules
Agility has breaking news about the 2025 Final Medicare Advantage rules released by the Centers for Medicare and Medicaid Services (CMS). The rules are 438 pages long, but we have included a summary below. Vaccine Cost-Sharing Changes CMS is removing cost sharing for adult vaccines recommended by the Advisory Committee on Immunization Practices (ACIP) covered […]
What the Problems In-Patient Hospitals Face Mean for Insurance Agents
With all the recent headlines, you probably didn’t notice a growing trend: Hospitals are shutting down at an alarming rate. Becker’s Hospital Review reports since the start of 2025, 10 inpatient hospitals have closed. With 13 hospitals closing in 2023 and 25 more closing in 2024, we’re currently on pace to have 36 hospitals close […]
Follow-Up Strategies That Actually Get Clients to Say Yes
Most follow-ups sound like desperate sales pitches. “Hey, just checking in to see if you’ve decided on the policy information I sent?” (Insert client ignoring your email here.) If you’re tired of chasing leads who never respond, it’s time to consider a strategy for following up in a way that feels natural, builds trust, and […]
Email Marketing Hacks to Nurture Leads and Boost Conversions
Your email list is one of the most valuable assets in your insurance business. But if you send out the occasional “Hey, we’re here!” email, you leave a lot of money on the table. Email marketing isn’t just about staying in touch; it’s about nurturing leads, building trust, and ultimately turning prospects into clients. Here […]
Networking Like a Pro: Building a Referral Pipeline That Works
Let’s be real: networking can be a chore. You walk into a room full of strangers, make small talk, and hope you don’t get stuck in an endless conversation with someone pitching their latest MLM product. But here’s the thing: Networking is essential if you want a steady stream of quality referrals. The good news? […]
Breaking News for Insurance Agents From McLaren Health Plan
Agility has many great insurance payer partners, and they often give us detailed information insurance agents can use to run a better business. Today, McLaren Health Plan is sharing breaking news for insurance agents. McLaren Health Plan has consolidated its MHP Agent email contacts into one easy-to-remember address: [email protected]. Use one email address for all […]
What Agents Need to Know About The Rural Healthcare Crisis in America
Rural healthcare in America is in serious trouble. Hospitals are shutting down, doctors are in short supply, and patients are left scrambling for care. If you work with clients in rural areas, this problem is reshaping your world and needs a solution today. This article discusses what this world is now and how likely it […]
Becoming the Trusted Insurance Agent Everyone Recommends
Why do some insurance agents seem to get all the referrals? You know, the ones that clients rave about with their inboxes full of “Hey, my friend needs insurance, can you help?” messages, and they never seem to struggle for new business. It’s not luck. It’s trust. The agents who build long-lasting relationships and consistently […]
The Growing Pandemic of Healthcare Provider Shortages
Of all the problems facing the American healthcare system today, the most alarming one continues to grow daily: the shortage of healthcare providers. All insurance agents need to read this article because there’s no sign of this going away anytime soon. The Bureau of Health Workforce Health Resources and Services Administration (HRSA) in the US […]
Understanding What Your Clients Really Want—And How to Deliver
Determining what clients want and how to deliver it can be a challenge when you consider that price appears to be, on the surface, the biggest factor in client decisions. What agents must do, however, is realize the truth about clients: It’s not always about the lowest price. Clients have many different “wants” that drive […]
CMS Releases List of Consumer Selected 5-Star Hospitals by State
Whenever serious illness strikes us or our loved ones, we want the best healthcare resources to improve their well-being quickly. Inpatient hospital care is an essential resource for serious illness. We want the best hospital resources available to facilitate improved outcomes quickly. As an agent, you can assist your clients by showing them the best […]
How to Build Lifelong, Mutually Beneficial Client-Agent Relationships
The insurance world is all about relationships, with the longer the relationship, the better! The Holy Grail relationship is a lifelong, mutually beneficial client relationship delivering repeat business from happy clients happy to talk about it. Finding the Holy Grail is as tricky for insurance agents as it was for Indiana Jones in his movie, […]
Are You Recording Your Medicare Advantage Interactions?
We want to remind you of the critical CMS regulations regarding Medicare Advantage (MA) sales and enrollment calls, as outlined in 42 CFR §§ 422.2274 (g)(2)(ii). As of October 2022, CMS mandated that all calls with Medicare beneficiaries be recorded and stored for ten (10) years. This requirement was further revised in September 2023 to […]
Cigna Announces Disaster Special Election Periods for MA in Certain States
We have an important announcement for those of you with customers in Arizona, California, Florida, Iowa, Nevada, New Hampshire, Oregon, Texas, and Utah, or for those conducting business in these states. Several counties in these states are currently under a federal or state designated Special Enrollment Period (SEP) due to recent emergencies. Key Points […]
Capping Part D Costs Could Lead to Reduced Benefits
Discussions continue to ripple through the Medicare insurance community with the recent Centers for Medicare and Medicaid Services (CMS) announcement of rules and regulations changes for 2025. Sweeping alterations were released earlier in April that affect everything from agent commissions to Part D drug benefits. At first, the changes to Part D drug benefits were […]
New CMS Rule Limits Selling and Reselling Consumer Data
As part of the Centers for Medicare & Medicaid Services (CMS) recently released updates, brokers and agents will have to take stronger precautions with customer data, especially when it comes to using that information with marketing companies. According to CMS, some third-party marketing organizations have been selling and reselling personal beneficiary data, subverting rules that […]