Create an action plan for success in an ever-changing industry. Download the 2025 Action Plan Guide!
Post AEP –
How to Thrive in 2025
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2026 Proposed Rule and The State of Medicare
Join us as we delve in the 2026 Proposed Rule and how your voice can make a difference.
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Stack your Deck in 2025: A Tech Stack for your Christmas Wishlist
Total Exert – Marketing; SurveyLoop – Public Relations; Rebel iQ – Lead Generation
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IRA – 2025 Part D Changes
Join Us for an overview of the IRA how it impacts Part D for beneficiaries and carriers.
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The Medicare Prescription Payment Plan (Part D “Smoothing)
Everything you and your clients need to know about the Medicare Prescription Payment Plan (M3P / Copay “Smoothing”).
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Highlight Reel – 2025 Changes
Be prepared! In this session, we will hit the highlights of coming changes in 2025.
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DSNP Changes in 2025
Changes are coming to DSNP Election Periods for 2025. Get prepared now!
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Demystifying the FMO
What is a FMO? Contracts, hierarchy and more explained!
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Veterans and Medicare
VA Coverage, Tricare for Life, CHAMPVA? Join us for a Veterans deep dive!
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Certifications + AEP Prep
What you should be doing now to be prepared for 2025 AEP.
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Guided Solutions Tools and Technology
Hub 2.0 is Here!
Meet the Hub. Your one-stop for all your agent and agency management needs!
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New Name, Same Amazing Tool!
Enhance your business by making client enrollment, fast, easy and compliant! Learn the ins and outs of our dynamic enrollment tool.
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RetireFlo on MedPlanHub
Guided Solutions has partnered with ConnectureDRX to provide RetireFlo to our agents on MedPlanHub!
Join us to learn how this incredible tool can relieve stress and administrative work for you this AEP!
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RebeliQ
Generate more leads with RebeliQ
More leads = More clients = More enrollments.
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SurveyLoop
Build your online presence and brand. Create customers for life!
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Agent Essentials
Events 101
What you need to know to host compliant events!
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Election Periods
IEP, ICEP, SEP, OEP, OEPI, OEP NEW?? Learn which one to use and which one takes priority if multiple apply.
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The Flow of a Sales Process
Master a compliant sales process.
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Grassroots Marketing
An in-depth look at how developing relationships with centers of influence in your community can improve the lives of those you serve AND grow your business!
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OEP Compliance
Wondering how to stay compliant when educating your clients on election period eligibility during OEP and SEP? Watch this educational video.
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Provider Marketing and Value-Based Care
Watch to learn how value-based care can benefit you and your clients how to market to providers.
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Carrier Spotlight
Allstate
Coverage that meets your client’s needs, with flexible solutions for Medicare supplement insurance plus dental, vision and hearing.
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Cigna and Veterans
Join Us to learn about how Cigna provides benefits and resources designed with Veterans in mind.
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Goldenrule / UHOne
Offer additional value and protection to your clients with supplemental products from Golden Rule/UHOne. Learn about their hospital indemnity, critical illness, and accident insurance.
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Humana Group Medicare
We caught up with Humana to discuss available options in the Group Medicare space and to help you know how to best advise employer groups.
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LifeSecure
LifeSecure offers supplemental products that add value, security, and client stickiness. Learn about their product offering to see they’re the right fit for you and your beneficiaries.
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Mutual of Omaha
Medicare Supplements and Ancillary Products
Join us to learn about these Mutual of Omaha products across the US!
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Physicians Mutual
Physicians Mutual has supplemental products available across the United States! Learn more about their products in this educational video.
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Grow with Zing!
Join us to learn about Zing’s product offering and expansion for 2025!
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Devoted 2025 First Look!
Join us for a National overview of Devoted’s 2025 First Look with Devoted’s Matt Rau!
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Individual Health Insurance (ACA)
Get Prepared to Sell Individual Health Products (ACA)
• Accessing Federally Facilitated Marketplace
• State Based Enrollment Systems
• Carrier Contracting
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Getting Started with Health Sherpa
Learn how to get started with the largest ACA quoting and enrollment platform since 2013
- Quoting and Enrollment
- Track Your Book
- Follow-up / Post Enrollment
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Total Expert Trainings
Basic Training
Master the basics of Total Expert. Whether you’re a beginner or just need a refresher, this webinar is perfect for you.
Importing Contact Data
Valuable guidance and tips to effectively upload your contact into Total Expert.
Contact Management
Enhance your contact management skills and take your business to the next level.
Creating Print Marketing
Build your skills and knowledge to leverage Total Expert’s powerful print marketing tools to grow your business.
Sending Print Marketing
Learn how to send the impactful print marketing you’ve created via Total Expert.
Journeys and Campaigns
Learn how to automate your email journeys to deliver relevant content at the right time and take your campaigns to the next level.
Social Media
Empower your business with the knowledge and skills needed to harness the full potential of Total Expert’s Social Posting capabilities.
