Insurance Agents

How the Shutdown Impacts Open Enrollment 2025

Navigating Open Enrollment During the Government Shutdown As the 2025 Open Enrollment Period (OEP) approaches, the federal government shutdown has raised new questions for insurance agents, brokers, and agencies across the country. While enrollment will move forward as scheduled, the situation adds uncertainty around subsidies, premiums, and consumer expectations. This post breaks down the current […]

Medicare AEP Sales Strategies: Why CRMs Need TLD

AEP 2025: Why Your CRM Alone Won’t Win the Season — And How TLD Gives You the Edge Every October through December, Medicare’s Annual Enrollment Period (AEP) becomes the busiest time of the year for insurance professionals. It’s often called “the Super Bowl of our industry” for good reason: the opportunities are massive, the competition […]

New CMS 30-Minute Timeout Disrupts Agent and Broker Enrollments

A Policy Meant for Security Creates New Challenges The new CMS 30-minute timeout policy requires users of the CMS Enterprise Portal to log back in after half an hour of inactivity, a measure designed to protect consumer data but one that is proving disruptive for agents and brokers. Because enrollment consultations often last longer than […]

Retain Clients for 2025 OEP: TLDCRM & EBR

2025 Open Enrollment: Retain Clients Compliantly with TLDCRM & The EBR The 2025 Open Enrollment season is near. For insurance agencies and brokers, customer retention is key. TLDCRM helps insurance agents achieve this. The healthcare landscape is constantly changing. Understanding and using regulatory exemptions, like the Established Business Relationship (EBR), is vital. At TLDCRM, we […]