Latest Posts
Week 34: What Missing Clinical Trial Data Means for Employers and Health Plans
Week 33: From Generalist to Specialist (You May Be Closer Than You Think)
Why Two Open Excel Workbooks Can Slow Everything Down (Including Drop-Downs)
If you’ve ever had two large Excel workbooks open at the same time and noticed things starting to lag, you’re not imagining it. Files that normally run smoothly can suddenly feel sluggish, and even simple actions like opening a...
HMO, PPO, or HSA? Clearing Up One of the Most Common Client Confusions
If you’ve been in this business for any length of time, you’ve probably heard a client say something like, “We don’t have a PPO. We have an HSA plan.” It sounds reasonable, but it reveals a fundamental misunderstanding. HMO and...
Week 31: Do You Have a Knowledge Base for Your Insurance Agency?
Renewal Comparison Tool
Week 30: Reference-Based Pricing Isn’t What Most People Think
Are Employees Penalized for Declining Employer Coverage?
Employees have more flexibility than many employers realize when it comes to health coverage decisions. The key is understanding how those choices interact with Marketplace subsidies and IRS rules.
The Missing Layer in Most CRMs
Does Your CRM Actually Help at Renewal Time? Most agencies have a CRM. You’ve got notes, emails, service activity, renewal timelines—everything that’s happened with a group over time. That’s useful, and it’s an important part of...