Watch Our May National Webinar!
Did you miss our informative succession webinar? Watch the recording here! Join Zach Markham, Co-President of Fidelis Consultants, Timothy Coons & Cameron Mitchell of Counxel Legal, and Garron Mattison of
Author: Fidelis Marketing
Posts by Fidelis Marketing
New to Medicare? Tips & Best Practices For You?
Becoming a Medicare insurance agent can be a rewarding career, offering opportunities to: Build Client Relationships Help Seniors Navigate Essential Healthcare Decisions Create a Stable Income through Commissions However, for
Best Practices for a Successful AEP
The Annual Enrollment Period (AEP) is the most important season for Medicare agents. It offers a 54-day window for Medicare beneficiaries to review and adjust their plans. Success during AEP
Effective Time Management During Enrollment Periods With Planning and Technology
Make the Most of Your Enrollment Periods with Planning and Technology Enrollment periods are the prime selling time for Medicare Agents and the time seems to fly by in an
Understanding Medicare Plan Star Ratings: A Guide For Agents
As a new Medicare agent, you’re navigating the essentials of Medicare plans and looking for ways to best support your clients. One critical piece of the puzzle is understanding Medicare’s
A Medicare Agents Guide To Identifying And Serving Diverse Populations
Each client brings unique needs influenced by their background, health conditions, and life circumstances. Successfully meeting these needs requires an agent to go beyond a basic understanding of Medicare options
Design Basics For Medicare Agents
Effective marketing materials are crucial for Medicare agents to reach their target audience. While Fidelis has a professional marketing team to create polished assets for agent use, understanding basic design
How To Effectively Cross-Sell And Maximize Commissions
Medicare sales is a competitive market, but agents can find success by maximizing commissions and cross-selling related Medicare Supplement products. These ideas will provide good customer services to your clients
Using Branded Swag: Add Value and Grow Your Business
In the competitive world of Medicare sales, creating a memorable connection with clients is critical for growth. One simple yet effective way to stand out is using promotional branded tchotchkes
Creative Social Media Strategies For Insurance Agents
The social media landscape is crowded, and for Medicare agents looking to grow their business, standing out requires more than consistency—it requires ingenuity. This article explores creative ways to leverage
How To Host Successful Education Seminars
Educational seminars are a perfect way for agents to expand their business! By offering valuable information in a compliant and approachable setting, agents can establish themselves as trusted authorities in
Effective Time Management During Enrollment Periods With Client Meetings & Self-Care
Make the most of your enrollment periods with client meetings and self-care. Enrollment periods are the prime selling time for Medicare Agents and the time seems to fly by in
Website Design For Insurance Agents
Your Website This could be someone’s very first impression of you. You’re going to want a trustworthy website to back you up! But wait… I don’t know how to code
How to Sell Yourself to Local Businesses
Partnerships with local businesses create opportunities to engage with the community! Local businesses, such as pharmacies, senior living facilities, and healthcare providers, are often hubs of activity for Medicare-eligible individuals.
Leveraging Technology in Insurance Sales
Technology has become indispensable for agents looking to stay competitive, streamline their processes, and better serve their clients. Innovative client relationship management systems and cutting-edge lead generation platforms have fundamentally
Mission O.E.P.D: Operation Educational Presentation Deployment
Mission: O.E.P.D. Now – March 31, 2025 Should you choose to accept, your mission will be an incentivized contest to deploy as many educational presentations as possible on IRA/Part D
Integrity Technology | MedicareCENTER Workflow Video
A MedicareCENTER User Workflow Video to help you know how to best utilize the platform from beginning to end! Never Miss an Update by Opting IN for SMS Reminders
Client Retention: Handling Difficult Client Conversations
Navigating difficult conversations with clients is an essential skill for Medicare agents, especially in an industry where choices can be complex and emotions are often high. Beneficiaries rely on agents
Client Retention: How to Capture and Retain Clients
Enrollment Periods are some of the most critical and busy times of the year for agents. You invest significant time and energy into acquiring new clients while maintaining your current
How to Use a Call To Action to Get More Leads
One of the key guidelines of marketing, is to include a call to action, also known as a CTA. These are very short phrases that urge your audience to do
How Agents Can Find Local Event Opportunities
Local events can be an excellent strategy to connect with potential clients. Events like senior expos or community gatherings provide a platform to: Engage with Medicare Beneficiaries in Your Area
Protected: Discontinued Plans 2025 | Provided by Integrity
There is no excerpt because this is a protected post.
Protected: General 2025 Agent Resource Guide
There is no excerpt because this is a protected post.
2025 Plans “ARIZONA Extended Play” Session Recordings
To extend your AEP readiness opportunities, please enjoy these on-demand playbacks. Monday, 9/23/24: 11 AM UnitedHealthcare -AZ Market Passcode: ic8N^=#U 1 PM Cigna -AZ Market Passcode: @sU*a7.# 3:30 PM Gold
2025 AEP Rollout in Iowa: Agent Guide
Thank you to everyone who joined us for our special AEP Ready Event in Iowa! It was a fantastic day filled with many insights and valuable information. We encourage you
Kick Off the 2025 AEP Season!
We’re So Excited to Kick Off Another AEP Season! Are You Ready to Power Up Your AEP? At Fidelis, we’re committed to ensuring you have all the resources and support
Fidelis How-To Series: Grassroots Marketing & Client Engagement with UHC
Did you miss Matt Bloom with UHC for our Fidelis How-To Series? The Fidelis How-To Series offers meaningful topics that are intended to help sharpen your skills and can be
Carrier SNP Product Spotlights: Aetna
Looking for a competitive D-SNP product? One that partners with Denver Health? Listen back to our webinar and learn more about Aetna’s D-SNP with James Ewing on our upcoming Fidelis
Carrier SNP Product Spotlights: Clear Spring Health
Protecting Members with Diabetes or Chronic Heart Conditions, Benefits of the C-SNP Product Listen back to our webinar presented by David Gresl, CO Market Manager! Never Miss an Update by
Carrier SNP Product Spotlights: Cigna
Serving Our D-SNP Community and Review of the Partial D-SNP Listen back to our webinar presented by Christine Lombardi-Lewin, Broker Sales Manager at Cigna! Never Miss an Update by
Boost Your Sales Skills with Final Expense!
Fidelis agents, you asked, and we heard you! Please join us for a Final Expense training from one of our go-to carriers in the field. Greg Esposito with GTL will
Access the New Medicare Marketing Rules for 2024!
We’re thrilled to introduce the latest resource exclusively tailored for our valued agents: the TPMO Guidebook. As the landscape of Medicare continues to evolve, staying informed and compliant is more
Announcing our New Partnership with Moo!
We are thrilled to announce our new collaboration with Moo.com! Starting now, our agents have exclusive access to our company portal, where they can customize and print marketing templates
Arizona AEP Agent Resource Book
Download our 2024 AEP Fidelis Resource Book Here! Thank you for attending our 2024 AEP Rollout Event at the Wrigley Mansion! Be sure to download our Agent Resource book with
2024 AEP Rollout Event in Colorado
Mark your calendars and RSVP Here! Don’t miss out on the industry’s premier event! Kick-off AEP the right way and set the tone for a successful enrollment season. Join us and
2024 AEP Rollout Event in Arizona
Mark your calendars and RSVP Here! Don’t miss out on the industry’s premier event! Kick-off AEP the right way and set the tone for a successful enrollment season. Join us and
2024 AEP Rollout Event in New Mexico
Mark your calendars and RSVP Here! Don’t miss out on the industry’s premier event! Kick-off AEP the right way and set the tone for a successful enrollment season. Join us and
Join Us for the 2024 AEP Rollouts!
Get ready for an AEP extravaganza as we whisk you back in time to the roaring ’20s! Our Co-Presidents, Zachary Markham and Adam Brisolara, are ecstatic to invite you
E-Mail Marketing For Insurance Agents
Even though social media seems to be the most popular form of communication, e-mail marketing still holds a very valuable place in any marketing strategy. According to Techjury, 29%
#1 FMO in Colorado!
We are so excited to have received the “Achievement in Sales Excellence” Award from Devoted in our Colorado Office! Thank you Devoted Partners!
Fidelis Resources: Start Your New Year with Strong Game Plan!
Discover more about our tools and learn how to utilize them to get more leads and grow your business. Never Miss an Update by Joining Our Mailing List and Following
Donate to the Rocky Point Toy Drive, Get Your LeadCENTER Coupon Code!
Donate new, unwrapped toys ($10-$15 toy value) this Christmas season for the children in need from Sonoyta and Rocky Point, Mexico. Everyone who brings a toy donation before the December
Download MedicareCENTER’s Mobile App!
Don’t forget to download the MedicareCENTER’s Mobile App! Search MedicareCENTER in Google Play or the App Store and download today! This AEP make business on the go easier than ever
Meet Your Fidelis Sales Directors!
We have a wonderful sales team at Fidelis, ready to share their experience and knowledge with you. Contact your local Sales Director to answer your questions and learn about
MedicareCENTER’s Call Recording is Now Live!
This powerful and completely FREE platform is made just for agents like you, built with features to help you succeed on your AEP journey and beyond! Now that MedicareCENTER offers powerful, easy-to-use and FREE Call Recording
Integrity Expands Medicare Expertise in Southwest with Acquisition of Fidelis Consultants
Make sure you’re prepared for AEP by getting your certifications done early! Check out the certification dates available so far: