First off—Happy Fourth of July.
We hope you're able to enjoy some time away from the phone this weekend.
As we head into the second half of the year, this is a natural pause point for many Medicare agents. Business tends to slow just enough to step back, reset, and make sure things are ready before AEP arrives.
This Week's Insight
Across the Medicare industry, we're seeing a continued push toward better systems, stronger operations, and more technology-enabled workflows.
Recent coverage from Modern Healthcare highlights how Medicare plans and organizations are investing more heavily in tools that improve coordination, reduce manual work, and help businesses operate more smoothly—even when there's disruption.
That same idea applies directly to agents.
As AEP approaches, the agents who feel the least stress are usually the ones who already have:
- Clear workflows
- Consistent follow-ups
- Reliable systems
- And less reliance on memory
Planning now makes a big difference later.
Quick Systems Check (Reply With Letters)
We're trying to better understand how agents are operating today so we can build better tools and education around it.
Just reply with the letter that fits you best:
1. Do you use a CRM?
- A) Yes
- B) No
2. If yes, which CRM do you use?
- A) Medicare Pro
- B) Aiden RX
- C) AgencyBloc
- D) Agent CRM
- E) Other
3. Have you heard of an AI retention agent?
- A) Yes
- B) No
4. Do you currently use a notetaker for calls?
- A) Yes
- B) No
Even short replies help us a lot.
Why We're Asking
Our goal is simple:
To help agents head into AEP with systems that:
- Reduce stress
- Prevent dropped follow-ups
- Improve retention
- And allow your business to run smoothly—even if something unexpected happens
This is a big reason we built MedicareBookOfBusiness.com—education around systems, ownership, and long-term planning is still missing in this industry.
Thank You
We truly appreciate you being part of this community. We're working hard to keep building, improving, and sharing what we're seeing across the Medicare space.
If there's something you're trying to solve—or something you want us to explore next—just hit reply and let us know.
P.S. If you know another agent who's getting ready for AEP and could benefit from better systems or education, feel free to share this with them.