IntegrityCONNECT Resources
IntegrityCONNECT is a powerful way for your agents to manage their daily business workflows, and there are even more Exclusive Integrity Benefits now available! With IntegrityCONNECT, agents get: An Agent-personalized
Author: Fidelis
Posts by Fidelis
Sales Structure Update for BCBS of New Mexico
We would like to inform you of an update to the Blue Cross Blue Shield of New Mexico sales team structure for the State of New Mexico. Effective immediately, Edward
Upcoming Carrier Events For The New Mexico Market
New Mexico Agents! Check out these local carrier events!
Upcoming Healthspring Events For New Mexico Agents
New Mexico Agents, don’t miss these upcoming HealthSpring Events! HSB How to Submit HSB Product Applications on Express App Feb 10th: https://tinyurl.com/7r9nemnd OEP For MA Brokers Feb 13th: https://tinyurl.com/3hzwa238 Feb
Federal Launch of the TrumpRx Prescription Savings Program
The Federal Government has announced the launch of TrumpRx, a program to lower prescription costs for Americans. You can view more details around the launch of this website at TrumpRX.gov.
Don’t Miss Our February National Webinar!
Don’t miss our February National Webinar, Building a Brand for Agents, designed to walk through the essential pieces every agent should have in place and how Fidelis can support you
Check Out Our Updated 2026 Agent Marketing Hub!
Check out the new Fidelis Agents Marking Hub, updated for 2026! What’s new: Fully updated and CMS-compliant templates for 2026. Fresh designs that are eye-catching and easy to personalize. More
BCBS Announces Key Changes to GI Med Supp Commissions in Select States
Blue Cross Blue Shield (HCSC plans in IL, MT, NM, OK, and TX) has confirmed they are paying full commissions on Guaranteed Issue (GI) Medicare Supplement business. Key Points for
Hosting A Compliant And Successful Appointment
Whether you’re meeting one-on-one with a client or presenting to a group, hosting an appointment is one of the most important responsibilities you’ll have as an agent. These meetings allow
How Medicare Agents Can Attract More Clients During Annual Enrollment Period
The Annual Enrollment Period (AEP) is a busy time of year for Medicare agents. With 53 days to reach prospects and serve your existing clients, standing out in a crowded
The Importance Of Continuing Education And Certification For Insurance Agents
In the ever-changing world of healthcare – specifically, Medicare –continuing learning and annual certification is essential. To be the best agent for your clients, it’s important to engage in continuing
Social Media Ads 101 For Insurance Agents
As an agent, reaching seniors in the digital space requires more than just a presence; it requires a strategic approach. Social media ads on platforms like Facebook, Instagram, and LinkedIn
How Agents Can Increase Referrals
Building a robust referral network allows agents to grow their client base more efficiently without relying solely on costly marketing or lead-generation services. Agents that develop a strong referral strategy
Local Webinar: Benefits Of Partnering With Archwell
Tune in to a special Fidelis event showcasing the full scope of Archwell’s solutions. Join us for an informative webinar featuring expert insights from Archwell’s leadership team! Never
A Guide For Agents: Staying Ahead Of Medicare Legislation
Every year in Medicare brings a new set of rules and challenges. It can be hard to keep up. In this guide, we’ll provide some resources to help you stay
Navigating CMS Guidelines
Why Is There A Compliance Program For The Insurance Industry? CMS, or Centers for Medicare and Medicaid Services, is a federal agency within the Department of Health and Human Services
Don’t Miss Our National Webinar On July 30th !
Get Ready Before the Rush! Our Sales Directors are coming together for a high-impact webinar focused on helping you prepare for a successful 2026 Annual Enrollment Period (AEP). From timelines
Watch our June National Webinar!
Did you miss our June National Webinar? Watch the recording here! Join Sales Director Marisa Kanold and Anna Patrick of Integrity as they take a deep dive into MedicareCENTER. In
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
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: 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