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Medicare SEPs in 2026: A Practical Field Guide for Insurance Agents
A practical 2026 Medicare SEP guide for agents: client scenarios, timing traps, MA and Part D rules, and documentation workflows.
#Agent Independence
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How Independent Medicare Agents Keep SOAs and Call Recordings Portable When Changing FMOs
Switching FMOs, CRMs, phone systems, or enrollment tools? Learn how Medicare agents keep SOAs, call recordings, ACA consent, and records portable.
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ACA Compliance and Marketplace Operations for Agents: What You Need Year-Round
A practical ACA guide for licensed agents covering consumer consent, application review, SEP documentation, NPN changes, training, and operations.
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150% FPL SEP Is Gone for 2026: What ACA Agents Need to Know, Do, and Say
CMS ended the 150% FPL SEP in August 2025. Learn which SEPs still work, what documentation matters, and how ACA agents should triage prospects.
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10 Steps to Break Away: How to Build a Truly Independent Medicare Business
Learn how to break away and build a truly independent Medicare business. Control your own leads, ditch the confusing jargon, and own your workflow.
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ACA Consent Requirements and 10-Year Recordkeeping for Agents
Learn how ACA agents can document consumer consent, eligibility application review, Marketplace records, and exportable files without platform lock-in.
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Connecture vs. Sunfire for SOAs and Call Recordings: What Medicare Agents Should Compare
Compare Connecture and Sunfire SOA workflows, voice signatures, call recording, data portability, and when a standalone SOA vault makes sense.