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.
Going with Only Original Medicare Can Cost You Later
Upon signing up for Medicare for the first time, you have a number of choices for insurance policies that complement or replace Original Medicare in order to reduce your out-of-pocket medical and drug costs. Read more…
Medicare Part D Changes in 2025
As we approach the Annual Enrollment Period for 2025, it’s important to understand the upcoming changes to Medicare Part D. Read More…
Does Your Health Plan Cover Your Child Away at College?
Does Your Health Plan Cover Your Child Away at College? Many parents get a big surprise when they find out that their health insurance won’t cover their kids when they go off to college, particularly if they are out of…