CMS Changing 2026 Plan Benefit Package (PBP) Data that Can Generate Model ANOC and EOC Documents
We’ve learned that the Centers for Medicare and Medicaid Services (CMS) is releasing the data CMS expects to see in the Plan Benefit Package (PBP). This data change will impact how the payors enter the information to create the 2026 Medicare Advantage plans and how they’ll be structured. This might change the primary member communication […]
A Step-by-Step Guide to Access and Use the Aetna Medicare Producer World Platform
Today, Agility is proud to continue our tour of assisting agents to access different industry producer platforms by providing step-by-step guides. Our spotlight is on our partner at Aetna and its Medicare Producer World. Everything starts with registering for the portal; you will be ready to go when this is completed. We are covering the […]
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 […]
Upgrade Alert: Faster and Better Application Tracking on CignaForBrokers
Agility partner Cigna has urgent news for supplemental insurance agents. Cigna now has a simple way to track customer application status on CignaForBrokers. Cigna is starting to share its new Application Status Tracker for applications submitted via Express App. This feature includes faster status updates and clear notifications when a policy needs attention during application. […]
Texas Elevated Fire Weather State of Emergency Expands and Extends Medicare Advantage Special Election Period (SEP)
Today, Agility learned this State of Emergency the Governor of Texas issued on October 14, 2024 expanded to include the following Texas counties: Anderson, Angelina, Aransas, Atascosa, Austin, Bastrop, Bee, Bell, Brazos, Brewster, Brooks, Burleson, Caldwell, Calhoun, Cameron, Camp, Cherokee, Colorado, Comal, Culberson, Delta, DeWitt, Dimmit, Duval, El Paso, Ellis, Falls, Fayette, Fort Bend, Franklin, […]
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 […]
A Step-by-Step Guide to Access and Use the HealthSherpa Medicare Platform
HealthSherpa is a powerful platform designed to enroll clients in Medicare plans faster, more efficiently, and more straightforwardly. Agility constantly receives feedback from agents about being able to access and use the platforms. So, we want to help agents by walking through how to access and use the HealthSherpa Medicare platform using information directly from […]
A Step-by-Step Guide to Access and Use ConnectureDRX
If you’re a Medicare insurance agent, chances are you’ve heard of ConnectureDRX. It’s a powerful platform Agility uses that is designed to make enrolling clients into Medicare plans faster, more efficient, and more straightforward. So how can you use it? This article will explain what you need to know. First, contact Agility Producer Support at […]
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 […]
What Does the HCSC Acquisition of Cigna Medicare’s Business Completion Mean For You
On March 19, 2025, the company that owns Blue Cross and Blue Shield of Texas (BCBSTX), Health Care Service Corporation (HCSC), officially completed the acquisition of The Cigna Group’s Medicare business. The deal’s closing presents new opportunities and seamless continuity for agents selling Cigna Healthcare Medicare products. What This Means for Agents If you are […]