Practical guidance for Medicare and health insurance agents on choosing, running and getting more out of a CRM — written by people who sell Medicare, not by a content team.
If you sell Medicare, you handle protected health information every working day — diagnoses, medications, providers. Most agents assume their CRM handles the HIPAA side. Here is how to check rather than…
August 19, 2026
AEP runs 15 October to 7 December. Marketing for the following plan year opens on 1 October. Which means the work that decides how your season goes is the work you do…
August 19, 2026
The fixed 48-hour wait between recording a Scope of Appointment and holding the appointment is being removed. The regulation took effect on 1 June 2026 and the new marketing workflow operationally begins…
August 19, 2026
Every Medicare CRM demo looks good. The differences that matter only show up in October, when you are trying to move four hundred people in eight weeks. Here is what to actually…
August 19, 2026
We would rather talk it through than have you read another buyer’s guide. Call and ask us anything, including the awkward questions about migration and cost.