Welcome to the Agent Toolkit – your go-to resource for templates, market updates, news articles, and our latest newsletters. Access everything you need to stay informed and succeed in your business, all in one place.
Templates:
Find a variety of ready-to-use marketing templates, email drafts, and promotional materials to support your outreach efforts. Download and customize these resources to save time and enhance your communication.
This template is a customizable communication tool designed for insurance agencies to inform their clients about non-commissionable products.
This template is a customizable communication tool designed for insurance agencies to inform their clients about upcoming changes or discontinuations to their Medicare policies. It offers clear instructions on what clients should do if they receive a discontinuation notice and provides options for scheduling appointments and getting additional support during the transition.
This template can be used by any agency to communicate with their clients about the upcoming Medicare Annual Enrollment Period.
News & Articles
Explore our collection of industry news, expert insights, and articles on the latest trends. Stay updated on key developments and gain valuable knowledge to support your professional growth.
Cold & Flu Season: How to Decide When to Stay Home and When to Seek Care
Cold and flu season can bring a lot of confusion — runny noses, fevers, coughs, chills, maybe even a touch of panic if you haven’t felt well in months. For many of us, especially during the winter months, the big question becomes: “Should I rest at home and ride it out, or get help…
Preparing for Medicare AEP: Avoid These Common Mistakes
Every year, from October 15 to December 7, Medicare beneficiaries have the opportunity to review and make changes to their Medicare coverage during the Annual Enrollment Period (AEP). This is the time to compare plans, switch Medicare Advantage or Part D plans, or go back to Original Medicare if your needs have changed. Unfortunately, many…
What’s Changing in 2026 with HRAs and HSAs: A New Era for Employer Health Benefits
HRAs and HSAs in 2026: What Employers Need to Know After the One Big Beautiful Bill Health Reimbursement Arrangements (HRAs) have long been a flexible, tax-advantaged option for employers to support their teams’ healthcare needs. And now, with the passage of the One Big Beautiful Bill Act (OBBBA) in July 2025, Health Savings Accounts (HSAs)…