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Smart Moves to Make After AEP
You made it! AEP is officially in the rearview mirror, confetti optional, caffeine still recommended. Take a breather, but not a long one. This is the perfect window to get organized, lock in your progress, and set yourself up for a stronger year ahead. Below are some practical ways to close out the season cleanly and build momentum for what’s next. Get Your AEP Book in Shape Start by reviewing every enrollment you submitted and confirming your files are complete and accurate
Kimberly Ramirez
Dec 19, 20253 min read


What Successful Insurance Agents Do Every Single Day
As the ACA Open Enrollment period concludes today, many agents are catching their breath. At InTouch Financial Group , we’ve learned that top producers do not rely on enrollment seasons alone. They build success through disciplined daily habits that carry them into the next year and beyond . If you’re serious about growing your business in 2026 and beyond, it’s time to lock in the routines that top producers rely on . These habits don’t require luck or special leads, just
Kimberly Ramirez
Dec 15, 20253 min read


The Final 5 Days of AEP: How to Help Clients Make Smart Choices
As we approach the final stretch of Medicare’s Annual Enrollment Period (AEP) , time is running out, but opportunity is not. Your clients are busy, distracted, and many still haven’t made final decisions. That’s where you come in . These last 5 days are your chance to provide clarity, save clients money, and position yourself as their trusted expert going into 2026. What’s Changing in 2026? Here are the key Medicare cost updates every agent should be ready to explain: Pa
Kimberly Ramirez
Dec 5, 20252 min read
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