How to Create a Unique Value Proposition That Stands Out Without Sounding Like Everyone Else
Most insurance agents sound the same, with phrases like these littering agent websites or business cards: “We care about our clients.” “We offer great customer service.” “We’re your local, trusted advisor.” Every insurance agent says these things, so if you want to stand out in today’s crowded insurance market, you need a […]
Word on the Street Newsletter – May 15: All About ICHRA
Welcome to another edition of Agility – Word on the Street, our weekly newsletter designed specifically for you, our Key Partners. Today, it’s all about ICHRA! 1. The big beautiful bill and ICHRA The bill that’s been all over the news is making some big swings for the ICHRA and HSA’s. Below is an […]
Successfully Navigating Aetna’s Exit and What’s Next for ACA
Every ACA agent knows that Aetna announced on May 1 that it will leave the ACA market in 2026. The statement announcing Aetna’s action confirmed that its ACA cost trends were unsustainable and explained this as the reason it was leaving. So how do we help these million Aetna clients find new coverage in the […]
Breaking News: HealthSherpa Adding Agency Accounts Next Week, and the Step-by-Step Guide to Access and Use the HealthSherpa ACA Marketplace Platform
Breaking News Update From HealthSherpa: The HealthSherpa Agency feature will go live next week! This feature allows agents to compliantly link HealthSherpa accounts together in various structures. HealthSherpa provides information about this feature and how to execute it on its website. Agility strongly encourages all agents to check out this information to learn how this feature […]
Allstate Leaving the Medicare Supplement Market
Attention Medicare agents: Allstate Health Solutions announced today that it will exit the Medicare Supplement market as soon as state regulators approve its exit. This market exit will impact around 44,000 Allstate Medicare Supplement members nationwide. Agility Compliance resources are available to assist Allstate Medicare Supplement agents in determining: Compliant policy options and possible Special […]
Behavioral Economics in Insurance Sales – Understanding Customer Psychology and Using It to Close More Business
People don’t always make “logical” decisions about life, but insurance seems to highlight this tendency even more. Agents discuss the risks and reasonable premiums with clearly underinsured people who still say, “Let me think about it.” Or worse, they agree and then vanish off the face of the Earth. This is where behavioral economics comes […]
Teaming Up with CPAs, Attorneys, & Financial Advisors – Your Overlooked Growth Strategy
We’ve already covered how networking delivers higher-quality leads. Today, we want to build a specific part of your referral team of professionals who already serve your ideal clients: CPAs, attorneys, and financial advisors. They’re the gatekeepers of the clients you want: business owners, families with assets to protect, high-income earners, people starting or exiting businesses, […]
Is ICHRA or Reference-Based Pricing the Future of Employer Health Plans
Traditional group health insurance is akin to a car that breaks down every year and costs more to fix than it did the year before. Forward-thinking employers are now looking for a better way. Currently, two models are grabbing employers’ attention as viable healthcare coverage options: an ICHRA (Individual Coverage Health Reimbursement Arrangement) and Reference-Based […]
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 […]
What Does Aetna Leaving the ACA Marketplace in 2026 Mean for Agents?
Agility partner, Aetna announced on May 1 that it will leave the ACA market in 2026. In its statement announcing this action, Aetna confirmed that its ACA cost trends were unsustainable and explained the reason it was leaving. We previewed these challenges in February, and today’s announcement follows other troubling payor activity in the last […]
Is ICHRA the Beginning of the End for HSA Accounts
If you’ve been in any health insurance conversation lately, you’ve probably heard the term ICHRA tossed around. It’s everywhere right now, and while it’s a slick option for employers tired of playing the group health game, it’s got some hidden quirks. One big quirk is that it messes with Health Savings Account (HSA) eligibility, and […]
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 […]
New “First 15” Bonus from UnitedHealthcare Supplemental – Earn Up to $7,500!
Agents, Golden Rule Insurance Co., a UnitedHealthcare company, is offering an exciting new incentive to boost your production and reward your hard work. To re-engage agents with UnitedHealthcare-branded products underwritten by Golden Rule Insurance Company, you’re now eligible to participate in the “First 15” incentive program. You can earn up to $7,500 in bonus payments […]
Important Changes to UHOne Broker Portal E-Store
Agility partner UHOne is constantly upgrading its Broker Portal E-Store for its contracting agent partners. Another upgrade is coming on April 25, 2025, so Agility wants to update our previous UHOne Broker Portal E-Store Step-by-Step Guide today. Here are the changes happening to the E-Store coming on April 25, 2025, including the states where the […]
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 […]