Topic
Medicare
Texting guides for Medicare agents: the Annual Enrollment Period, turning-65 prospects, and the January to March Medicare Advantage window.
Medicare is seasonal and tightly regulated. CMS marketing rules prohibit unsolicited contact, so a permission-based list matters more here than anywhere else in insurance. These articles cover when each enrollment window opens, who agents can contact, and how to use texting to schedule conversations without breaking the rules.
3 guides in this topic·See the Medicare agent texting CRM →
Medicare Advantage Open Enrollment: a texting guide for agents (Jan 1 to Mar 31)
The enrollment rush ends in December. The follow-up work starts in January.
·5 min readRead →
Turning-65 Medicare prospects: what you can and can't text
Turning 65 opens important Medicare windows. It also brings some of the strictest marketing rules an agent works under.
·4 min readRead →
How to Text Medicare Leads During AEP Without Getting Buried
AEP is a seven-week sprint where speed and follow-up decide your commissions. Here is how to text Medicare leads so they actually book a call.
·7 min readRead →