Tag Archives: insurance agents

Consumers Direct Insurance Services of New Mexico Releases Dates and Times for its Medicare Seminar Series


Albuquerque, New Mexico (PRWEB) October 08, 2014

Late enrollment penalties, donut holes, calendar year maximums, catastrophic coverage – oh my. Medicare sure sounds frightening but don’t fret. With a little knowledge you’ll find it’s not nearly as scary as you may think.

Consumers Direct Insurance Services (CDIS), Inc., an Independent, Authorized Senior General Agent for Blue Cross and Blue Shield of New Mexico is gearing up for Medicare’s 2014 Annual Enrollment Period (AEP), which runs from October 15th through December 7th, with the release of its Medicare Seminar Series*.

CDIS’ Medicare Seminar Series, is a grassroots initiative that places experienced local insurance agents in a controlled learning environment for Medicare beneficiaries to gather essential plan benefit information while also providing a forum for answers to their questions.

“Consumers Direct Insurance Services of New Mexico is excited about its upcoming Medicare Seminar Series, because it gives us an opportunity to engage the local public and present all of the new plan options from Blue Cross and Blue Shield of New Mexico,” said Scott Loochtan, President of Consumers Direct Insurance Services, Inc. “Trying to decipher all of this material on your own can be daunting and that is why we offer this complimentary service to make the process much easier.”

The Medicare Annual Enrollment Period (AEP) is the one time of year that Medicare beneficiaries enrolled in either a standalone Medicare Part D prescription drug plan (PDP) or Medicare Advantage (MA) plan can make a change for the next year.

“The AEP is the insurance agent’s tax season,” noted Loochtan. “Medicare beneficiaries all over the country have been eagerly awaiting this time of year to review and analyze their plans so that they can secure the best options to meet their needs in the upcoming year.”

CDIS’ insurance agents go through a stringent Medicare Part D Prescription Drug Plan (PDP) and Medicare Part C, also known as Medicare Advantage (MA), continuing education and certification process each year in order to assist current and potential clients. This certification allows them to provide full service Medicare solutions while making themselves available in a variety of ways through technology, over the phone or in person appointments.

To register for one of CDIS of New Mexico’s Medicare Seminars please visit http://www.CDISofNM.com/seminars or call directly at 888.257.6640. There is limited seating for each seminar.

About Consumers Direct Insurance Services, Inc. (CDIS)

Consumers Direct Insurance Services, Inc., (CDIS), is an Independent, Authorized Senior General Agent for Blue Cross and Blue Shield of New Mexico, Oklahoma and Texas that were founded in an effort to bridge the gap between education and insurance. Headquartered in Riverwoods, IL, the company has an executive team with over 100 years’ experience that has been providing world-class healthcare guidance to over 20,000 active clients. For more information, please visit our state specific websites at http://www.CDISofNM.com, http://www.CDISofOK.com and http://www.CDISofTX.com.

*Not connected with or endorsed by the U.S. Government or the Federal Medicare program.







Medicare Supplement Insurance-medicare Supplement Plans

Medicare Supplement Insurance

Learn about Medicare Supplement Insurance and what it covers. Medicare supplement insurance picks up the doctor bills that Medicare does not pay. It covers hospital care when Medicare coverage ends. And it even helps when Medicare has no coverage, for instance when you are traveling abroad.

How Does Medicare Supplement Insurance Work? It’s pretty automatic and problems are rare. Medicare pays 80% of a pre-approved rate for doctor services. Your Medicare Supplement plan pays the remaining 20%. Medicare Supplement coverage adds to Medicare’s coverage in most situations.

It’s easy to underestimate how much healthcare can

Senior Market Sales Partners with Loyal Christian Benefit Association to Launch New Medicare Supplement Insurance Plans in 6 States


OMAHA, NEB. (PRWEB) September 17, 2014

Senior Market Sales (SMS) today unveiled its latest exclusive product offering – Medicare Supplement insurance plans by Loyal Christian Benefit Association (LCBA). Six states have approved the plans: Arizona, Kentucky, Montana, Nebraska, Pennsylvania and Rhode Island. Approvals are pending in nine states.

The launch marks the first foray into Medicare Supplement for LCBA, which serves more than 32,000 members in 28 states and the District of Columbia with life insurance, annuities and funeral pre-arrangement funding products. Founded in 1890, LCBA is a fraternal benefit society, a non-profit organization that returns earnings of its financial products to member customers and their communities in the form of direct member benefits and support of local community service projects.

SMS partnered with LCBA as the exclusive distributor of LCBA’s Medicare Supplement insurance plans. SMS has been a leader in the Medicare Supplement market for more than 30 years and has evolved into a full-service insurance marketing organization offering Medicare Advantage and Medicare Part D, annuities and life, long-term care, dental and travel insurance among other products and services.

“Independent agents selling LCBA’s Medicare Supplement through SMS will appreciate LCBA’s telephonic applications, because they provide on-the-spot underwriting decisions, freeing up the agent to produce more,” said Dwane McFerrin, SMS’ vice president of Medicare Solutions. “It’s an attractive product by itself, but we’re especially excited to see how well it will do when combined with the support that only SMS offers independent agents.”

Agents who work with SMS have access to insurance experts, lead programs, field-tested direct mail programs and proprietary technology that includes online quoting and contact management.

“LCBA chose to partner with SMS because of its success and leadership in the industry and its reputation for supporting independent agents who are dedicated to finding the right product for their clients’ needs,” said Doug Tuttle, LCBA’s CEO and president. “We know from our roots dating back to 1890 that people want to work with organizations that give back to their communities. We wanted to partner with an organization that could help us serve even more people and more communities. SMS has that reach.”

LCBA offers members value-added benefits at no extra charge, including:

Donation of $ 75 to the qualified church or charity of the member’s choice after 13 months as an LCBA member
Scholarship opportunities
Discount program benefits (identity recovery assistance after ID theft, prescription savings program, hearing aid discounts and more)

Agents wanting more information on LCBA’s Medicare Supplement can visit http://www.lcbamedsupp.com or call SMS at 1-877-888-9996.

About Senior Market Sales

Senior Market Sales is a national insurance marketing organization, representing top Medicare Supplement, Medicare Advantage, annuity, life, long-term care, and travel insurance carriers in all 50 states. More than 30,000 independent insurance agents rely on Senior Market Sales for proprietary technology, competitive insurance products, expert training and service to help them leverage their time, make more money and put their business in a position of distinction. Founded in 1982, Senior Market Sales is headquartered in Omaha, Neb. Visit http://www.SeniorMarketSales.com for more information.

About LCBA

Founded in 1890, LCBA (Loyal Christian Benefit Association) is a fraternal life insurance society: a non-profit corporation that operates under the “common bond” of Christianity and returns earnings from the sale of financial service products to its member customers and their communities in the form of direct member benefits and support of local community service projects. Like for-profit life and health insurers, LCBA offers insurance products and is chartered in accordance with and under the supervision of state insurance law. LCBA is based in Erie, Pa.

Senior Market Sales, Inc. and Loyal Christian Benefit Association are not connected with or endorsed by the United States government or the federal Medicare program.

For Agent Use Only







Omaha Firms Join Forces to Meet Growing Consumer Demand for Medicare Advice


Omaha, Neb. (PRWEB) September 10, 2014

Two Omaha companies have partnered to address an emerging national trend in the financial planning, insurance and health care industries: more consumers are seeking advice on how to pick the right Medicare health plan and incorporate those health care expenses into retirement plans.

Securities America, a broker-dealer with more than 1,800 financial professionals nationwide, is working with Medicare BackOffice™, a team of insurance agents licensed, contracted and certified in all 50 states to provide Medicare advice and products. While Medicare BackOffice™ agents ultimately work directly with consumers, the company’s initial customers are financial advisors or other professionals who want to help their clients navigate Medicare while continuing to concentrate on their primary business.

“As health care costs continue to climb, more people approaching retirement are asking their advisors for advice on picking a Medicare health insurance plan and keeping health care affordable,” said Brian Hickey, Medicare BackOffice™ vice president. “We created Medicare BackOffice to help financial advisors and other professionals who don’t specialize in Medicare meet this demand so they aren’t turning clients away – and potentially losing them forever.”

By offering Medicare BackOffice™ to its financial advisors, Securities America provides a value-added service that distinguishes the company from other broker-dealers, said Zach Parker, first vice president of income distribution and product strategy at Securities America.

“At Securities America, we pride ourselves on equipping our financial advisors with tools that provide exceptional service to clients,” Parker said. “Medicare BackOffice™ gave us two solutions – first, a way for our advisors to better serve consumers who are asking for help with Medicare; and secondly, yet another way to set us apart from competitors, so that financial advisors know they’re getting an edge when they work with Securities America.”

USA Today in April reported that more than half of retirees responding to an annual survey by the Employee Benefit Research Institute are not confident that they have saved enough to pay their medical expenses during retirement. The finding came at the same time the Bureau of Economic Analysis reported that health care spending rose at the fastest pace in 10 years in the fourth quarter of 2013.

“Consumers already are feeling the pinch of higher health care spending and want help managing those expected costs in the future,” said Medicare BackOffice’s Hickey. “Financial advisors who help them with that first step – choosing the right Medicare health plan – fortify their relationship as a trusted advisor, ensuring that they’ll return when they need help with other financial needs. A broker-dealer or independent financial advisor doesn’t need to be a Medicare expert to help clients. Now, all they have to do is refer them to Medicare BackOffice™.”

About Medicare BackOffice™

Based in Omaha, Nebraska, Medicare BackOffice™ is a support service for broker-dealers, independent financial advisors, insurance agents and other professionals, helping their clients find the right Medicare health insurance plan. Professionals simply refer clients to Medicare BackOffice’s team of dedicated insurance agents, who are licensed, contracted and certified in all 50 states to provide Medicare advice and products from insurance carriers that are “A”-rated or better. By making clients’ search for Medicare answers easier and stress-free, Medicare BackOffice™ strengthens the referring professional’s relationship with clients. For more information, visit http://www.medicarebackoffice.com. Medicare BackOffice™ is not connected with or endorsed by the United States government or the federal Medicare program.    

About Securities America

Securities America is one of the nation’s largest independent broker-dealers with more than 1,800 independent advisors responsible for more than $ 50 billion in client assets.







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The Brokerage, Inc. Opens New San Antonio Office with a New, Bilingual Area Manager


San Antonio, TX (PRWEB) July 21, 2014

Due to the incredible growth of their product portfolio in Texas and across the country, the Lewisville-based brokerage recently saw the need for additional support in niche markets. A big step towards satisfying that need is the opening of their charming new office in San Antonio managed by highly qualified Claudia Rodriguez-Diaz—a Spanish-speaking business manager with all the right experience.

With a degree in Management and a minor in Marketing from the University of The Incarnate Word, Rodriguez-Diaz has served as a Sales Representative, a Community Relations Manager, and Business Development Manager. She comes to The Brokerage, Inc. from United Healthcare, and will be applying her unique skill set to her new home base in San Antonio.

Conveniently located in the emerging hybrid downtown suburb of Cadillac Lofts, The Brokerage’s new office is an accessible location that offers a place for agents to meet prospects and clients, learn the latest product news and marketing ideas, as well as visit with The Brokerage’s new local area manager.

“Our emphasis on better serving our clients, both agents and consumers, creates an incredible demand for strong leaders capable of speaking across carrier and product lines,” said The Brokerage, Inc. Vice-President John Dubas, “The Brokerage is thrilled to have Claudia available to help those we serve. We anticipate an immediate positive influence on our agents, particularly in Central and South Texas.”

The San Antonio Office’s address is:

Cadillac Lofts

317 Lexington, Suite 1

San Antonio, Texas 78215

For more information, visit http://www.thebrokerageinc.com.

About The Brokerage, Inc.

The Brokerage, Inc., a national insurance marketing organization specializing in life, health and accident products, has been a nationally recognized leader in the insurance marketplace for over 36 years. The Brokerage, Inc. is proud to provide products such as annuities, health insurance, life insurance, and long term care insurance, as well as marketing services to over 10,000 actively appointed independent insurance agents nationwide. The Brokerage, Inc. helps independent brokers with their marketing efforts and increases the value of their agency with specialized features such as quality Medicare leads, help with Medicare certification, top contracts, free E&O coverage, and marketing support through various avenues year-round, not just during the Annual Enrollment Period. The Brokerage, Inc. has also played a vital role in training agents for the upcoming Affordable Care Act (ACA) and is a preferred GA for Blue Cross Blue Shield. For more information, visit http://www.thebrokerageinc.com







Vertafore to Drive Insurance Industry Reform at the Independent Insurance Agents & Brokers of Americas Annual Legislative Event

Bothell, WA (PRWEB) April 08, 2014

Vertafore (http://www.vertafore.com), the leading provider of software that transforms the business of insurance, today announced its participation at the Independent Insurance Agents & Brokers of America’s (IIABA) annual Big ‘I’ Legislative Conference, taking place in Washington D.C. on April 9-11, 2014.

Vertafore CEO, Alex Lintner, will be a featured guest at the CEO dinner taking place on Apr. 10, where he will discuss key insurance legislative topics including Obamacare and the newly enacted National Flood Insurance Program (NFIP). Providing best-of-breed software solutions for MGA’s, carriers and agencies, Vertafore is leading the charge for policy reform as the only technology sponsor of the event.

Big “I” Legislative Conference

What: Insurance industry’s premier legislative event

Who: Vertafore executives, including newly appointed CEO, Alex Lintner

Where: Washington D.C

When: April 9-11, 2014

Details: This one-of-a-kind conference is designed to bring agents and members of Congress together to discuss important industry and governmental issues. A national alliance of more than a quarter of a million business owners, the IIABA is a leading figurehead in the insurance industry, controlling a majority of the property and casualty market and writing 57% of all premiums and generating more than $ 500 billion annually.

Vertafore is dedicated to providing technology solutions for agents and carriers to keep pace with the onslaught of regulatory changes. In fact, the company recently announced a strategic partnership with StoneRiver National Flood Services (NFS) that provides an easier way for independent agents to appraise and cross-sell flood insurance to clients when quoting and selling homeowner insurance. The partnership integrates NFS’ flood quoting platforms with Vertafore’s PL Rating to provide a flood insurance quote solution that is easy to understand and use. For more information, visit: http://www.vertafore.com/About-Us/News-and-Events/Press-Releases/Vertafore-and-StoneRiver-National-Flood-Services-Make-Selling-Flood-Insurance-Easier

About Vertafore

Vertafore delivers cloud-based insurance software and services that transform the business of insurance. With the largest customer-base in the industry, more than 20,000 agencies and carriers leverage Vertafore’s insurance solutions that are built on today’s most advanced cloud, mobile, and information technology platforms. Only Vertafore offers the most complete portfolio of solutions for agencies and carriers to drive efficiencies and increase profitability – including agency management, rating and connectivity, content management and workflow, information solutions and producer lifecycle management. For more information about Vertafore, visit http://www.vertafore.com, and follow the company on Twitter, LinkedIn, and Facebook. Vertafore, the Vertafore logo and design and other trademarks mentioned belong to Vertafore, Inc. Other trademarks belong to their respective owners. ©2014 Vertafore, Inc. and its subsidiaries.

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Contact:

Bailey Fox

Barokas PR for Vertafore

206-264-8220

Vertafore(at)barokas(dot)com







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