Why Taking Credit Cards Is Risky To Your Agency: CPI Explained

Why Taking Credit Cards Is Risky To Your Agency: CPI Explained

Medico announced that it would stop allowing clients to pay for their plans with a credit card ON A PAPER application May 1, 2018.  This is to protect clients and agents from mishandled credit card information.Payment Card Industry (PCI) standards require that all...
Sharing Agent IDs Is A Fast Track to Career Destruction

Sharing Agent IDs Is A Fast Track to Career Destruction

With the start of AEP, it’s good to remind all agents and agency owners that getting busy and stressed out to make the AEP deadlines is not an excuse to cut any corners.  Every year I hear of agents being terminated for sharing their agent ID.Scenario: Agent...