Blog Archives

Exciting Changes to the 48-Hour Scope of Appointment Rule

This is an article from RitterIM’s Agent Survival Guide Published by Chad Houck | Posted 9/29/2017 The 2018 Medicare Marketing Guidelines turned heads by removing the 48-hour Scope of Appointment requirement. Many agents are asking what this means in terms of compliance. Let’s review

Posted in Agent Only, Business Development, Government, Medicare, Sales & Marketing Tagged with: , , , , , ,

Protected: Generic SOA (Approved by CMS in 2016)

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Protected: 2017 MAPD Detailed Comparison for UT (provided by an agent)

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How To: Online Enrollments for Regence BCBS (aka Cambria)

Subject: 2017 Online MA/PDP Enrollment Links Dear Valued Medicare Producer, For the Regence Medicare Advantage online enrollments, agents will have a separate Personal URL link (PURL) to use for the 2017 plans.  This gives agents the control to send their

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Protected: 2017 MAPD Street-Level Commissions Mandated by CMS

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Protected: 2017 MAPD Sneak-Peek Comparison (Utah)

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Posted in Agent Only, Insurance

2017 Medicare Certification Instructions (Ongoing Construction)

Aetna 2017 Certification Products: Medicare Advantage (MA) Medicare Advantage Prescription Drug (MAPD) Prescription Drug Plans (PDPs) Certification Start Date: Live What’s Required to Sell 2017 MA/MAPD and PDP Plans? Agents must successfully complete the Aetna Individual Medicare annual certification process

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Obtaining Passwords for the Stone Hill Resource Center

Certain types of information and presentation formats are not approved by the government to be seen by the public. We place passwords on those files. The password is intended only to keep the public out, not agents. Call us at

Posted in Agent Only, Stone Hill Forms, Technology Tagged with:

Protected: Offering Alternatives to the Intermountain Healthcare Provider Network (Utah 2016)

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Posted in Agent Only, Insurance, Medicare Tagged with: , ,

A Surprising Rule For Winning Client Loyalty

The other day I stumbled across a surprising rule that could be applied to how you go about motivating your clients to buy, surprising in two ways. First, it comes from a book primarily on graphic design, not on sales, the book being Universal Principles

Posted in Agent Only, Insurance, Sales & Marketing