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Podcast Insurtech Building Blocs Podcast: Episode 4 In this episode, Tim and Cory share their experience at Medicarians Vegas 2024, an event with 3,000+ attendees across the senior health, wealth, and agetech ecosystem. Our hosts also dig into the recent CMS ruling and the effect it may have across the entire insurance industry.
Podcast Insurtech Building Blocs Podcast: Episode 3 Tim Robinson, CEO at AgencyBloc and Cory Schmidt, CTO at AgencyBloc interview Dwane McFerrin, Senior Vice President, Med Solutions at Senior Market Sales (SMS). Dwane has helped position Senior Market Sales as a market leader selling Medicare Advantage and Part D in addition to Medicare Supplement. He is responsible for the strategic direction of the Medicare product line, carrier relationships, and a team of marketing consultants who support sales in excess of 600,000 new business applications.
Blog Health Insurance Compliance Automation 101 One thing we can count on in the health insurance industry is that change is always around the corner. With more changes and new regulations on the horizon, it's essential that health insurance agencies and uplines partner with industry-specific technology that prioritizes compliance automation.
Infographic How to Use AMS+ for Sales, Servicing, & More In this infographic, we'll outline the features of both the sales and servicing areas of AMS+ and how they can work together to make your insurance organization more streamlined and efficient than ever before.
Guide Scale & Succeed: How top-performing insurance agencies and uplines use AgencyBloc's Plus Suite to improve operations In this guide, learn how successful health, benefits, and senior insurance agencies and uplines use AgencyBloc's Plus Suite of industry-specific solutions to streamline their processes, centralize efforts, and increase revenue.
Blog Understanding the ACA Consent to Contact Standards of Conduct & How to Comply A thorough review of the process life and health insurance brokers must follow to obtain consent from individuals, employers, and employees before providing assistance to Marketplace/ACA consumers.
Blog Voice Over Internet Protocol (VoIP): What Is It and How Can You Implement It in Your Insurance Organization? In this blog, we'll cover what exactly VoIP is, how you can use it in your insurance organization, and why it's important to consider an insurance-specific solution, like an industry-specific management platform.
Blog The Medicare Agent's Guide to Electronic Scope of Appointment Management The Scope of Appointment (SOA) is a federally required form for all new and renewal sales appointments with a Medicare insurance agent. This blog discusses everything Medicare agents, agencies, GAs, and IMO/FMOs need to know for Scope of Appointment compliance.
Templates Consent to Contact Resources for Marketplace Brokers Use these plain-text insurance cross-selling email templates to provide more value to your individual and group business clients!
Blog Healthcare Predictions for 2023 A list of healthcare predictions for 2023 and how AgencyBloc solutions can help your team navigate the ever-changing insurance landscape.
Blog Understanding the CMS Final Rule 2023 & How to Comply Part of the CMS Final Rule 2023 requires Medicare and Medicaid agents and brokers to record and store all "marketing" calls with current or new clients. Read this blog to learn more about these requirements and how AgencyBloc can help you stay compliant with these measures.