Send us a text AEP, SARs, Commissions & the Future of Medicare Advantage | Insurance360 Podcast In this special AEP edition of the Insurance360 Podcast, Bob and Rob join special guests, Angela Palo, Jeff Palo, and Nick Palo of the Pinnacle Executive team, in a high-level Pinnacle "Cabinet Meeting" to break down the most critical issues agents and agencies are facing in this year’s Annual Enrollment Period (AEP). 📌 Topics include: * The fallout from SAR notices and non-commissionable plan...
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Send us a text AEP, SARs, Commissions & the Future of Medicare Advantage | Insurance360 Podcast In this special AEP edition of the Insurance360 Podcast, Bob and Rob join special guests, Angela Palo, Jeff Palo, and Nick Palo of the Pinnacle Executive team, in a high-level Pinnacle "Cabinet Meeting" to break down the most critical issues agents and agencies are facing in this year’s Annual Enrollment Period (AEP). 📌 Topics include: * The fallout from SAR notices and non-commissionable plan...
Introducing BOSS for Agents- All in one Agent Portal and CRM
Insurance 360
29 minutes
1 year ago
Introducing BOSS for Agents- All in one Agent Portal and CRM
Send us a text Introducing to the podcast: BOSS Agent Portal and CRM! The ultimate guide for insurance agents to harness the power of technology and revolutionize their business. Dive deep into the world of the first AI-enhanced CRM built specifically for insurance professionals. Learn how BOSS ensures HIPAA and SOC 2 compliance while offering seamless, one-click integration with enrollment tools, digital scope of appointment forms, and AI-driven retention recommendations. Discover how market...
Insurance 360
Send us a text AEP, SARs, Commissions & the Future of Medicare Advantage | Insurance360 Podcast In this special AEP edition of the Insurance360 Podcast, Bob and Rob join special guests, Angela Palo, Jeff Palo, and Nick Palo of the Pinnacle Executive team, in a high-level Pinnacle "Cabinet Meeting" to break down the most critical issues agents and agencies are facing in this year’s Annual Enrollment Period (AEP). 📌 Topics include: * The fallout from SAR notices and non-commissionable plan...
