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Medicare · Best Practices

May 22, 2026

Medicare Callback Cadence

6–8 attempts over 21 days hits roughly 80% of contactable seniors. A cadence framework for agency principals tuning per-source touch counts.

May 21, 2026

Mid-Year Medicare Strategy

April through September is when smart agencies recruit, train, and optimize tech. A month-by-month tactical playbook for agency owners.

May 17, 2026

AEP Mock-Call Program

Agencies running 20+ hours of pre-AEP mock calls see 15–20% higher AEP close rates. A program design framework for agency principals.

May 14, 2026

Standardize Plan Comparison

Per-agent ad-hoc Medicare Plan Finder workflows are a leading source of inconsistent presentations and CMS marketing-misrepresentation complaints. Agencies need a single SOP.

May 13, 2026

Medicare Retention Playbook

Industry persistency averages roughly 78%; top agencies hit 90%+ via structured renewal calls, plan reviews, and ANOC outreach. The full playbook.

May 11, 2026

LIS / Extra Help Workflow

Roughly 13M Americans qualify for LIS but most agencies don't screen for it. Adding an LIS check to intake adds approximately 8% to enrollment yield.

May 10, 2026

ANOC Season Retention

Sept–Oct ANOC mailings are the silent threat to renewals; an agency-side outbound retention program prevents disenrollment before AEP shopping starts.

May 9, 2026

AEP Staffing Math

A per-agent capacity model — calls/day × close rate × commission/policy — that drives AEP hiring decisions for agency principals.

May 8, 2026

AHIP Rollout Playbook

Agencies with 25+ agents lose 30–40% of AEP-ready capacity to disorganized AHIP rollouts. How to centralize tracking, vouchers, and deadlines.

May 7, 2026

Med Supp vs MA Portfolio

Cohort math — Med Supp delivers higher persistency and lower commissions; MA delivers the opposite. A staged build for agencies under 20 vs over 50 agents.

May 6, 2026

HMO/PPO/PFFS Staffing

PPO books need product specialists; HMO books need geographic specialists; PFFS books need rural-network specialists. How agency staffing should follow the network type.

April 11, 2026

CMS-Compliant Enrollment Calls

A script-level walkthrough of a compliant Medicare enrollment call from greeting to close, highlighting every CMS-required disclosure.

April 10, 2026

Summer Slowdown Strategy

How to use the summer months productively — agent training with AI mock calls, system optimization, publisher recruitment, and AEP preparation.

April 2, 2026

Medicare Disenrollment Guide

Strategies for handling the January disenrollment window, including proactive outreach, retention scripts, and identifying at-risk members.

March 31, 2026

D-SNP Sales Guide

How to identify, route, and convert dual-eligible Medicare/Medicaid beneficiaries for D-SNP plan enrollments.

March 18, 2026

Post-AEP Analysis

How to analyze AEP call data — conversion rates, publisher performance, compliance scores — to improve next year's strategy.

March 14, 2026

CMS Audit Readiness

A practical checklist of documentation, recordings, and processes your call center must have ready for a CMS audit.

March 5, 2026

SEP Opportunities Guide

How to identify, market to, and convert Special Enrollment Period-eligible beneficiaries for Medicare Advantage.

March 3, 2026

Q4 Medicare Readiness

A quarter-by-quarter preparation guide for AEP from agent hiring in July to go-live in October.

February 20, 2026

SMS Follow-Up Strategies

How to use automated and manual SMS follow-ups to re-engage Medicare prospects after calls.

February 11, 2026

Start a Medicare Call Center

Step-by-step guide to starting a Medicare call center. Licensing, technology, staffing, compliance, costs, and scaling strategy.

January 24, 2026

AEP 2026 Preparation Checklist

Complete checklist for Annual Enrollment Period success.

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