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Agent Guide to Marketplace Advertising and Marketing Compliance

PSM Brokerage

As an agent, broker, or web-broker, you are tasked with connecting individuals and families with the health insurance they need, all while adhering to strict compliance guidelines. Fair Competition: Compliance creates a level playing field for agents and brokers. Do: Clearly state eligibility requirements for SEPs.

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How to become an insurance agent? Ultimate guide

Friendly Agent

The movie tackles the lives of stockbrokers and also talks about the life of their partners, insurance agents. When you think you would be able to find valuable satisfaction in life when you help protect the security and well-being of people dear to you, the career as an insurance agent is very fulfilling. Here we go.

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How to Become a Medicare Insurance Agent

Redbird Agents

It looks like you’re here to learn how to become a Medicare insurance agent? This article breaks down the 8 steps required to start and maintain a successful career in Medicare sales and build a residual six-figure income in five years or less (I’ve coached many agents who have accomplished this in 24 months or less).

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Guide to Preparing Your Medicare Book of Business for Sale

Redbird Agents

This includes any contracts with agents, partners, or referral sources, as well as insurance carrier agreements. This protects your ownership stake and makes the sale process smoother. An experienced business broker and CPA can help guide you through the process, ensuring you get the best deal.

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Medicare Scope of Appointment Form Download

PSM Brokerage

The Scope of Appointment (SOA) process is a crucial aspect of Medicare marketing and sales activities designed to protect the interests of Medicare beneficiaries and ensure compliance with regulations. Protects beneficiaries by ensuring they only receive information they've agreed to hear about. When is an SOA Required?

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Understanding the Agent, General Agency, and Carrier Relationship: A Guide for New Brokers

Word & Brown

Why Brokers Partner with a General Agency? Lets look at how an agent/GA relationship works and how a GA can work on your behalf in dealing with carriers and plan administrators. Brokers today more than at any time previously face multiple challenges. But you are still able to remain independent and operate on your own.

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2025 Insurance Trends, Risks, and Opportunities for Agents and Brokers

American Agents Alliance

This represents an opportunity for agents who can use parametric products to offer policyholders an option for faster and easier claims payouts for various types of risks. This could creatively add a layer of protection, but agents must be sure to educate consumers about parametric coverage and how it differs from a traditional policy.