Medicare AEP Preparation Checklist: August to December 7
A month-by-month Medicare AEP checklist from the August book review through the December 7 deadline: ANOC letters, October 1 marketing, SOA, call recording, and January follow-up.
10 min read
The LeadGPT Blog
Best Practices for Health Insurance Agents
Lead management, pipelines, client retention, and the daily systems that keep a Medicare and ACA agency organized through every enrollment season.
Health Insurance Client Retention: A Year-Round Playbook
A month-by-month retention calendar for Medicare and ACA agents: annual reviews, ANOC outreach, the January OEP check-in, birthday touches, and referral asks that stay inside CMS rules.
10 min read
Best CRM for Independent Insurance Agents in 2025: What to Look For
A comprehensive guide to choosing the right CRM as an independent health insurance agent, including must-have features, pricing considerations, and why insurance-specific tools outperform generic platforms.
10 min read
Medicare Lead Management: 7 Best Practices for Agents
Master Medicare lead management with these 7 proven best practices that help health insurance agents convert more prospects during AEP, OEP, and year-round selling.
10 min read
Optimizing Your Health Insurance Sales Pipeline: From Lead to Close
Learn how to structure and optimize every stage of your health insurance sales pipeline, from initial lead capture to policy close, with actionable metrics and automation strategies.
10 min read
Insurance Agency Team Performance: Metrics That Matter
The essential KPIs every insurance agency owner should track to measure team performance, from calls per day and contact rates to retention and revenue per agent.
10 min read