Join us for our April MHC Masterclass, Medicare Cheat Codes, where we’ll break down special situations that often create confusion—and how to handle them with confidence. This session will focus on practical, real-world scenarios agents encounter and the best ways to navigate carrier requirements, documentation, and communication. You’ll walk away with clear guidance on when to […]
Our May MHC Masterclass returns to the fundamentals with a comprehensive review of Medicare enrollment periods. We’ll cover when and why clients can enroll or change plans, key differences between Original Medicare, MAPD, PDP, and Medicare Supplement enrollment windows, and critical deadlines agents need to know. This session will also highlight common traps clients fall […]
In June, we’ll focus on strategies to help you grow and strengthen your existing book of business. This session will explore how much follow-up is appropriate, what clients should be educated on throughout the year, and how to stay engaged without overwhelming them. We’ll also discuss best practices for social media, maintaining compliance, and building […]
Join us in July as we dive into Medicare Star Ratings—what they mean, what they don’t, and how to use them effectively when advising clients. This session will help you understand how Star Ratings are calculated, how they impact plan performance, and how to explain them clearly without over- or under-emphasizing their importance. Learn how […]
Our August MHC Masterclass will spotlight Physician’s Mutual products, including Dental plans and the Innovative Plan G. We’ll walk through how the Innovative Plan G works, its advantages, and when it may be a strong fit for clients. The session will also cover the benefits of Physician’s Mutual dental products and how to position them […]
September’s MHC Masterclass is all about preparing for a successful AEP. We’ll cover renewal processes for PDP and MAPD clients, effective drip campaigns to drive engagement, and best practices for navigating self-enrollment. You’ll also learn tips for staying organized during the busiest season of the year so you can approach AEP with clarity and confidence. […]
