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 […]
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. […]
A Step-by-Step Guide to Access and Use the HealthSherpa ACA Marketplace Platform
HealthSherpa is a powerful platform designed to enroll ACA clients in Marketplace plans faster and more efficiently. Agility constantly receives feedback from agents about accessing and using the platform, so, we want to help agents by using information directly from HealthSherpa to explain how the ACA Marketplace platform works. HealthSherpa ACA Marketplace Platform Create and […]
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 […]
A Step-by-Step Guide to Access and Use the UHOne Broker Portal
Agility wants to make it as easy as possible for agents to access payer broker portals for vital information, data, and communication from your payer partners. Our UHOne Golden Rule partners sent us great information, which we’re using to provide a step-by-step process for enrolling and accessing their “Broker Portal,” eStore platform. Sign Up or […]
Guidelines for Compliant Marketing During the 2025 Medicare Advantage Open Enrollment Period
We are in the Medicare Advantage Open Enrollment Period (MA OEP) until March 31, so it is crucial to understand the specific marketing rules that apply during this time. These rules ensure compliance with Centers for Medicare and Medicaid Services (CMS) regulations to protect beneficiaries and maintain ethical marketing practices. What You Can Do Host […]
New California Permanent Life Insurance Training Requirements
Agility has learned that beginning January 1, 2025, California Senate Bill 263 (SB 263) changed several annuity training requirements for resident and nonresident life agents. The highlights of these changes are: Resident or non-resident agents licensed on or after January 1, 2024, must complete a one-time, 4-hour training course before soliciting individual consumers to sell […]
Urgent: North Carolina Department of Insurance NPN Prohibition
All North Carolina Agents, Agility wants to share the following urgent information from the North Carolina Department of Insurance (NCDOI): North Carolina law mandates that agents must be both licensed and appointed to sell insurance products in the state. A National Producer Number (NPN) override allows an agent to use another agent’s NPN, essentially bypassing […]
This Open Enrollment, Look at What Molina Has For Your ACA Clients – UPDATE!
BREAKING NEWS UPDATE: 12/19/24 12:30 p.m. Agility is happy to bring you this ACA Breaking News update from our partners at Molina. Please see this update which places more money into your pocket before Open Enrollment ends: Texas Most competitive in DFW and RGV markets with $0 gold plan and competitive silver plans available. 10 […]
Twas the Night Before ACA OE and I Should Be Doing……..What?
What are we doing the week before ACA OE starts? You should attend the Agility ACA OE Kickoff events: October 30 in English or October 31 in Spanish. Hear from carriers about their benefits, HealthSherpa on its latest and the most recent intel on where great selling opportunities are across the nation.Click here to register for […]
Why Selling Final Expense Insurance is Smart
For agents looking to expand their offerings or venture into a rewarding niche, Final Expense insurance presents a compelling opportunity. Here’s why selling Final Expense insurance is a wise choice for both agents and clients: 1. Growing Market Demand With the aging population, the need for Final Expense insurance rises each day. The U.S. Census […]
Understanding Medicare Supplement Enrollment and Pre-Existing Conditions
As we have touched on in previous articles, Medicare Supplement can be the favored choice for some seniors beginning their Medicare journey. Medicare Supplement policies bring comfort to seniors as these policies are designed to fill in the areas left uncovered by original Medicare. Things like deductibles, coinsurance, and copayments are covered by a Medicare […]
Medicare Supplemental is Still a HUGE Selling Opportunity!
As insurance agents, one of the most important products you can offer clients approaching age 65 is Medicare supplemental insurance, also known as Medigap. While original Medicare obviously covers a significant portion of healthcare costs for seniors, your members can still be left exposed to many expenses like deductibles, copayments, and other out-of-pocket costs. That’s […]
4 ways health insurance agents can build a grassroots lead generation program
Grassroots marketing can, and should, be a priority for health insurance agents who want to build a book of business in their local communities. Even the world’s largest search engine, Google, rewards businesses that are local, which should be a strong indicator to agents working to grow their businesses. There are many ways to build […]
Agility Partnership and Carrier Events: The Must-Attend Health Insurance Agent Expos in Dallas and Houston
As a health insurance agent, you know that staying informed about industry events and developments is crucial for your success. That’s why we’re excited to share information about two upcoming events that you won’t want to miss: the Agility Partnership Expo in Dallas and the Agility Carrier Expo in Houston. The Agility Partnership Expo in […]
Elevating Your Health Insurance Business: Unlocking Growth Opportunities with Agility Insurance Services’ Events!
Are you a health insurance agent looking to grow your business? Look no further than Agility Events! As a leading provider of insurance agency business coaching and sales training, Agility Insurance Services offers a range of dynamic online and offline events designed to help health insurance agents thrive in the competitive industry. From networking opportunities […]