The CY2027 Medicare Marketing Rules Go Live October 1 — Here’s the Final-Prep Playbook for Independent Agents
Before October 1, 2026, independent Medicare agents need to update four things: SOA forms and workflow (the 48-hour wait is gone, but the SOA itself isn’t), phone and video scripts so the TPMO disclaimer lands before any benefits discussion, marketing copy with substantiation on file for every superlative, and recording retention set to six years. […]
Choosing a Medicare FMO in Texas | 2026 Guide for Independent Agents
If You’re an Independent Medicare Agent Anywhere in Texas, Here’s How I’d Pick an FMO in 2026 Choosing the right Medicare FMO matters no matter which part of Texas you work the Metroplex, Houston, Austin, San Antonio, the Rio Grande Valley, or a smaller county in between. In 2026, picking an FMO isn’t about chasing […]
Humana’s 2027 Medicare Advantage Exit Just Landed — Here’s What Independent Agents Should Actually Do About It
Humana announced on its July 29, 2026 earnings call that it will exit additional Medicare Advantage plans in 2027, affecting roughly 600,000 members nationwide. Independent agents shouldn’t panic-message clients yet — the specific plans and counties aren’t public. Instead, audit your book by carrier, prepare compliant outreach templates, and get contracted with alternative carriers before […]
East Texas Medicare Agents: Building a Book Across the Piney Woods and Protecting It When Carriers Exit
East Texas Medicare agents build durable books by working the region the way it actually works — small-town referrals in Marshall or Carthage, lake retirement communities around Lake Palestine and Cedar Creek, and provider loyalty to UT Health East Texas and Christus. Protecting that book when carriers exit means clean CRM data, proactive outreach, and […]
Texas Hill Country Medicare Agents: Serving a Market Full of Retirees Moving In From Other States
Hill Country Medicare agents work in one of the most unusual markets in Texas: a steady stream of retirees relocating from California, Illinois, Michigan, and New York who’ve never heard of a Texas carrier or a Texas provider network. Building a book here means teaching before selling and your FMO should be giving you the […]
The CY2027 Medicare Marketing Rules Go Live October 1
Here’s What Independent Agents Should Actually Change Before Then The CY2027 Medicare marketing rules take effect October 1, 2026, and independent agents should update six things before then: SOA workflow (the 48-hour wait is gone), marketing copy and superlative substantiation, TPMO disclaimer placement in call scripts, educational event planning, call recording retention settings, and lead […]
The GAO Just Called for Tighter Controls on Medicare Agents — Here’s What Independent Agents Should Actually Do Before AEP 2027
On July 15, 2026 the GAO urged CMS to strengthen controls over agents and brokers to prevent unauthorized enrollment actions on Medicare and the ACA marketplace. For independent agents, it means 2027 is a compliance-heavier season, not a lighter one. The fix isn’t panic — it’s clean Scope of Appointment habits, documented lead sources, a […]
Lubbock Medicare Agents: How to Build a West Texas Book That Actually Scales (And What Your FMO Should Be Doing to Help)
Lubbock Medicare agents can build a West Texas book that scales by leaning on systems instead of windshield time — a real CRM, telephonic and video enrollment, and a marketing plan built for spread-out prospects. The right FMO makes this easier by handing you the tech, training, and support that turn a 200-mile territory into […]
Corpus Christi Medicare Agents: Running a Book That Holds Up Through Hurricane Season and Into AEP 2027
Corpus Christi Medicare agents can run a book that survives hurricane season and finishes AEP 2027 strong by building on cloud-based systems, offline-ready enrollment workflows, and a proactive client outreach plan. The right FMO matters too: agents in the Coastal Bend do best with an FMO that understands storm-season disruption, supports both remote and in-person […]
Waco Medicare Agents: How to Actually Evaluate a New FMO Between Now and AEP 2027
Yes, Waco Medicare agents can switch FMOs mid-cert-season and be fully ready by AEP 2027 — but only if you evaluate the FMO the right way instead of chasing the highest contract. From mid-July to October 15 you’ve got roughly three months to test support, tech, and Texas market fit. A good evaluation for Central […]
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