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Agent Guide to Marketplace Advertising and Marketing Compliance

PSM Brokerage

As an agent, broker, or web-broker, you are tasked with connecting individuals and families with the health insurance they need, all while adhering to strict compliance guidelines. Fair Competition: Compliance creates a level playing field for agents and brokers. Do: Clearly state eligibility requirements for SEPs.

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Guide to Preparing Your Medicare Book of Business for Sale

Redbird Agents

This includes any contracts with agents, partners, or referral sources, as well as insurance carrier agreements. This protects your ownership stake and makes the sale process smoother. An experienced business broker and CPA can help guide you through the process, ensuring you get the best deal.

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Building a Strong Web Presence: Website Essentials for Retail Insurance Brokers and MGAs

Neilson Marketing Services

For retail insurance brokers and MGAs, a well-built insurance website isn’t just about aesthetics; it’s about credibility, generating leads, and staying competitive. Local Reach: The Three Essential Elements For local agents targeting clients in a single town and a few neighboring towns, visibility in the local market is key.

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Medicare Scope of Appointment Form Download

PSM Brokerage

The Scope of Appointment (SOA) process is a crucial aspect of Medicare marketing and sales activities designed to protect the interests of Medicare beneficiaries and ensure compliance with regulations. Protects beneficiaries by ensuring they only receive information they've agreed to hear about. When is an SOA Required?

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Understanding the Agent, General Agency, and Carrier Relationship: A Guide for New Brokers

Word & Brown

Why Brokers Partner with a General Agency? Lets look at how an agent/GA relationship works and how a GA can work on your behalf in dealing with carriers and plan administrators. Brokers today more than at any time previously face multiple challenges. But you are still able to remain independent and operate on your own.

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2025 Insurance Trends, Risks, and Opportunities for Agents and Brokers

American Agents Alliance

This represents an opportunity for agents who can use parametric products to offer policyholders an option for faster and easier claims payouts for various types of risks. This could creatively add a layer of protection, but agents must be sure to educate consumers about parametric coverage and how it differs from a traditional policy.

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Keeping Up With Artificial Intelligence in Cyber Security

ProWriters

At the same time, AI makes improved risk assessment and protection against cyber threats possible. No insurance broker or agent today can afford to ignore the presence of artificial intelligence in cyber security. Become a registered ProWriters broker today. More and more, those security needs relate to AI.

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