What to Do When “Medicare” Calls

What to Do When “Medicare” Calls

Spoiler alert: Medicare will never call you. We agents know this but the average American retiree does not know what to do when “Medicare” calls. If this scam wasn’t successful, it wouldn’t persist.Last week I had an agent call me. She is over 65 and a...
Data Breach Ends Agency’s Contract: Don’t Let This Happen To You

Data Breach Ends Agency’s Contract: Don’t Let This Happen To You

A large agency we work with was the victim of a White Hat Hacker (WHH).  The hacker didn’t sell the client data on the black market, he didn’t abuse the data at all. He hacks into vulnerable systems to alert companies to their security weaknesses so they...
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...
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