Plan Advisors
Helping you choose the right health plan
Senior clients are getting more technologically savvy by the day. As a producer, this can make your life easier, whether it’s aiding enrollments or guiding clients to important data. Here are two online accounts that your internet-adept clients can sign up for that may help with questions you frequently address.
[Read more…] about Two Accounts Your Medicare Clients should be Registered for
Medicare beneficiaries are on the move! Every day thousands of seniors are relocating to new cities and states for better weather, to be closer to family, or simply for a change of scenery.
[Read more…] about How to help Medicare beneficiaries who are relocating
ProducerMAX, the easy-to-use client relationship management (CRM) tool designed specifically for agents, recently released new features that continue to make agents’ lives easier.
[Read more…] about New ProducerMAX CRM Features Released Last Month
[Read more…] about Sharpen your skills on IRMAA – Income Related Monthly Adjustment Amount
ProducerMAX recently released new features that are designed to help agent better serve clients post-AEP and beyond. From increased ease of use to expanded capabilities, the new features offer tools that most agents in the industry have been lacking.
By the time you finish reading this article, it’s estimated that around 4 cyber attacks will have taken place – that’s 1 attack every 39 seconds. Is your business and your clients’ sensitive information at risk of being next?
[Read more…] about Protect your clients with ProducerMAX CRM
Get aligned with Plan Advisors for access to these tools, resources, support, and more!
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Florida Office
3625 NW 82nd Ave
Suite 100-F
Doral, FL 33166
CONTACT US
Kentucky Office
13040 Eastgate Park Way
Suite 108
Louisville, KY 40223
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