Open Enrollment

Preparing Your Agency for Peak Enrollment Periods: Using Better Systems and Real-Time Insights

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Preparing Your Agency for Peak Enrollment Periods: Using Better Systems and Real-Time Insights Peak enrollment periods test every part of an insurance agency’s operation. Lead volume increases, response time expectations tighten, and small inefficiencies quickly become major obstacles. Agencies that prepare well move through these seasons with control and confidence. Those who do not often […]

New CMS 30-Minute Timeout Disrupts Agent and Broker Enrollments

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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 […]