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Finish Strong During AEP: A Smart Guide for Medicare Agents
As we enter the final weeks of this year's Medicare Annual Enrollment Period (AEP), many advisors find themselves asking: What can I do now to maximize the remaining time, leveraging risk-adjustment, cross-selling opportunities, and client touchpoints? These last few days are critical, not just for enrollments, but for building lasting relationships that are tied to next year's book of business. In this post, we will guide you through high-impact tactics that you and your age

Jamie Byrd
Nov 174 min read
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Between OEP and AEP: A Medicare Agent's Guide to Staying Busy, Maximizing SEPs, and Preparing for Success
For Medicare agents, the time between the Open Enrollment Period (OEP) and the Annual Enrollment Period (AEP) can feel like a lull. The hustle of enrollment season slows down, and with that, so does the motivation. But in reality, this "off-season" is one of the most critical stretches of the year for building business, sharpening skills, and positioning yourself for a record-breaking AEP. Not to mention building a pipeline year-round to keep you busy.

Jamie Smith
Aug 134 min read
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Strategies for Balancing Growth and Customer-Centricity in Your Insurance Agency
Growth is essential to your success as a Medicare and life insurance agency, but maintaining a customer-centric approach is equally critical.

Jamie Byrd
Jul 153 min read
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Join The Bedrock Group Advisors: Empowering Agents in Medicare Sales
Join Bedrock Brokers, where we empower our agents and teams to thrive in the Medicare sales industry. Together, we can achieve excellence!

Jamie Byrd
Jul 153 min read
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How to Become a Medicare Agent: Step-by-Step Guide
Becoming a Medicare agent can be a rewarding career, especially with the proper Medicare Field Marketing Organization.

Jamie Byrd
Jul 153 min read
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