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2025 Zing Health Expansions 

Don't miss out on the exciting growth and expansion opportunities that Zing Health has in store for 2025. Simply fill out the request form to receive all the exclusive details directly to your inbox. Remember, these plan previews are meant for agents only and should not be shared with beneficiaries before October 1, 2024.

2025 AEP Prep Guide - Get ready to elevate your game and make the most out of this AEP with our comprehensive guide. Read online or Download it in printable PDF format and start preparing for a successful enrollment season ahead.

2025 AHIP Discount Link & Training Modules 

With the official launch of the 2025 AHIP, we wanted to share our new $50 discount link with you. We have already received a few calls about this so want to get it out as soon as possible.

AHIP's content for this year's program has been updated with the latest guidance to date. Please click here 2025 AHIP Medicare Training Modules to download this year's training modules. You will notice the format is different in the pdf copies of the training modules. AHIP has eliminated the images and are using text-only so that visually impaired individuals who use readers such as JAWS will not encounter any issues. However, the copies are still very easy to follow. AHIP will still have CE approvals coming in from the states and the site https://www.ahip.org/need-ce-credits will be updated on launch day (June 24^th).

Be sure to mark your calendars for June 24th when the 2025 AHIP Medicare training becomes available! This annual training is essential for certifying to sell Medicare Advantage and Part D plans. Staying updated with this training ensures that you're well-prepared to offer the best advice and options to your clients, keeping your qualifications current and your knowledge comprehensive.

Don't miss out on the opportunity to enhance your expertise and continue providing valuable service to those navigating their Medicare choices.

Growing and scaling a business as a Medicare agent requires creativity, especially in a competitive market. Here are several innovative and effective strategies to help expand your client base and increase revenue:

1. Educational Workshops and Seminars

Host free educational workshops and seminars on topics relevant to Medicare, such as changes in Medicare plans, benefits, or eligibility criteria. These sessions position you as an expert in the field and provide a platform to connect with potential clients. Download our guide on how to market in your local community.

2. Partnerships with Local Businesses and Community Centers

Forge partnerships with local businesses, community centers, and retirement homes to offer informational sessions or one-on-one consultations. This can broaden your reach and establish a trustworthy presence in the community.

3. Utilize Social Media Platforms

Create and maintain active social media profiles tailored to the senior demographic. Use these platforms to share useful content, answer FAQs, and broadcast live Q&A sessions. This not only educates but also engages potential clients. Learn more on how you can leverage social media as an insurance agent.

4. Content Marketing

Develop a content marketing strategy that includes blogging, newsletters, ebooks, and infographics. Focus on topics that are beneficial to your target audience, such as understanding Medicare options, managing healthcare costs in retirement, and the latest updates in Medicare policies. Check out the PSM Marketing Hub for marketing ideas.

5. Referral Programs

Implement a referral program that rewards existing clients for referring new customers. This could be in the form of discounts, gift cards, or special services. Word-of-mouth is a powerful tool in the senior market.

6. Customized Email Campaigns

Use email marketing to send personalized communications to your leads and clients. Segment your email list to ensure that the content is tailored to the recipients’ needs and interests, increasing engagement and conversion rates.

7. Expand Your Offerings

Consider obtaining certifications to sell additional products related to healthcare, such as long-term care insurance, dental and vision plans, or supplemental health insurance. This allows you to offer more comprehensive solutions to your clients’ needs.

8. Networking with Healthcare Providers

Network with doctors, nurses, and other healthcare providers who interact with seniors. They can refer patients who might need assistance with Medicare plans. Ensure you leave business cards and brochures that they can easily give to potential clients. Sample provider outreach letter available here.

9. Utilize Client Testimonials and Case Studies

Showcase testimonials and case studies on your website and in your promotional materials. Real-life success stories can significantly enhance credibility and reassure potential clients of your expertise and commitment.

10. Host Webinars

Offer regular webinars on important Medicare topics. This approach not only reaches those who are unable to attend in-person meetings but also allows you to engage with a broader audience from the comfort of their homes.

11. Collaborate with Financial Planners

Partner with financial planners who may have clients approaching the age of Medicare eligibility. This collaboration can be mutually beneficial, as you can refer clients to each other based on the needs of the seniors you serve.

12. Local Sponsorships and Advertising

Sponsor local events or advertise in community newsletters and on local radio stations. Choose venues and media that are popular with the senior demographic to ensure your message reaches the right audience.

Utilizing our insurance agent resource guides can significantly benefit your business by equipping you with the tools and knowledge to thrive in a competitive landscape. These comprehensive guides are designed to help you grow your client base, attract more referrals, and seamlessly expand into new markets.

By leveraging up-to-date industry insights, marketing strategies, and detailed market analyses, you can enhance your service offerings and tailor your approach to meet the specific needs of various customer segments. Additionally, our guides offer practical tips on networking and building stronger relationships, ensuring that you not only reach potential clients more effectively but also create lasting connections that foster loyalty and word-of-mouth referrals.

With these resources at your disposal, you're well-prepared to elevate your business and secure a prominent position in the insurance industry.

At PSM Brokerage, we are committed to supporting our agents every step of the way as you expand your reach, increase your sales, and achieve new heights of professional success.

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On behalf of PSM Brokerage, we extend our heartfelt thanks to each of you who participated in this year's NABIP-TX Annual Conference for insurance agents. Your presence and engagement made the event a resounding success!

We hope you found the sessions enlightening and beneficial, especially the insights on how to build an effective team, and the valuable discussions on understanding loss ratios, company data, and managing carrier books of business. The focus on Senior Dental Plans and the artful strategies behind Cross Selling provided tools that will help you secure and expand your client base.

Additionally, we hope the in-depth sessions on leveraging social media effectively with JoAnna Barker and understanding the evolving landscape of 2025 Marketing Rules and CMS Regulations with Danielle Kunkle Roberts have equipped you with the necessary skills to optimize your marketing efforts and stay compliant in your practices.

The insights provided by Greg Segovia III on the Ins and Outs of an FMO relationship and Sydney Schoellman’s guidance on navigating the escalation path with your carriers are crucial tools for enhancing your business operations and improving your professional interactions. These sessions were designed to give you a comprehensive toolkit for tackling the complex challenges of today’s insurance market, ensuring that you are well-prepared to meet and exceed your professional goals.

Your enthusiasm and active participation are what drive PSM to sponsor these unique and proprietary learning experiences. We are thrilled to support your journey as you implement some of these strategies to grow and scale your businesses.

Thank you once again for your participation and for making the conference a memorable gathering. We look forward to seeing you next year with even more engaging content and networking opportunities to help you succeed in the dynamic world of insurance.

By Fortune – April 22, 2024

It may be months before the calendar flips to 2025, but not for Medicare. The Centers for Medicare & Medicaid Services (CMS), which runs the program, just announced two major changes for 2025 you’ll want to know about. Next year, Medicare will also dramatically alter the maximum amount beneficiaries will need to pay out-of-pocket for their covered medications. Read the article.

Download our helpful guide to deepen your understanding of selling Dual Special Needs Plans to seniors. This essential resource is tailored to help agents like you navigate the complexities of these plans, highlighting key strategies for effectively reaching and serving the senior demographic.

Whether you're new to this segment of Medicare or looking to refine your approach, our guide provides valuable insights and practical tips to enhance your sales techniques and improve client engagement. 

The Breakdown:

• What is a Dual Eligible Special Needs Plan?
• Who Qualifies for D-SNP?
• What are the Related Medicaid Eligibility Categories?
• D-SNP Type Definitions
• D-SNP Enrollment
• Where to Find D-SNP Prospects
• What is the D-SNP Disclaimer?
• Is the D-SNP Market Right for Me?