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Two Accounts Your Medicare Clients should be Registered for

Service

April 13, 2020 by Lance Hoeltke

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

Filed Under: Service

April 1, 2020 by Lance Hoeltke

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

Filed Under: Service

February 10, 2020 by Lance Hoeltke

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

Filed Under: Selling, Service

January 17, 2020 by Lance Hoeltke

IRMAA may impact a higher percentage of your clients than you think. Brush up on these fundamentals of how the rules are applied and see new thresholds for 2020. It’s the first time the thresholds have been adjusted in over a decade!   

[Read more…] about Sharpen your skills on IRMAA – Income Related Monthly Adjustment Amount

Filed Under: Service

December 23, 2019 by Lance Hoeltke

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.

[Read more…] about ProducerMAX Introduces 3 New Features

Filed Under: Selling, Service

October 23, 2019 by Lance Hoeltke

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

Filed Under: Selling, Service

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