Welcome
to the Broker Bulletin!

The 54 days of AEP is when most agents collect the majority of their business, however the remaining 311 days of the year still offer...

The American Rescue Plan Act was recently passed by Congress and signed into law by President Biden. In combination with the 2/15—5/15...

Being a "successful" insurance agent can mean different things to different people, but in general, it can be largely agreed upon that...

For a month and a half out of the year, AEP allows agents to enroll new clients into MAPD plans and increase their Book of Business. ...

The Department of Health and Human Services will open HealthCare.gov for a Special Enrollment Period from February 15, 2021 - May 15,...

Every year millions of Americans enroll into Marketplace plans between November 1st and December 15th during Open Enrollment Period (OEP)....

With 2021 AEP in the books, its time to shift your focus towards Dual Eligible Special Needs Plans (D-SNPs). So how can you transition...

As we wrap up AEP, the hustle and bustle of signing new clients is all but over. However the work doesn't stop at the completion of the...

As expected, the quote and enrollment process has shifted significantly in favor of remote sales methods, with in-home meetings only...

First time Marketplace agents often find the process to become a licensed agent, appointed with carriers, and ready to sell, confusing or...

Businesses have been affected by an unprecedented global pandemic, the health insurance industry is no exception. With new challenges to...

While gearing up for meeting with clients, it's easy to overlook one thing or another, especially those things which are not directly...

As a first time ACA agent, the number of items you have to keep track of during OEP can seem overwhelming. Among all the chaos, is...

At Keystone Advisors, our goal is to provide agents with tools and resources that are necessary to succeed in today’s competitive...

AEP is right around the corner. Have you developed a plan for working your BRC's this AEP? Understand the Compliance Guidelines...

Whether you're meeting your clients in person or virtually, Keystone Advisors wants to make sure you have a safe and successful AEP.

Affordable, local tax services for our clients & yours too! Did you know? Annual tax filing is a requirement for individuals and families...

It is now time to make your Walgreens store selections for this AEP. The stores are free to our agent partners, however you must still...

Plan Year 2021 Registration and Training is Now Available! 5 steps to start selling Marketplace health plans for new Agents Before...

Don't miss this opportunity to get contracted with Oscar Medicare! We will have First Look webinars throughout August every Tuesday and...