Scaling Without the Chaos

Scaling Without the Chaos

More production, more hires, more spend, and somehow more stress. Your business hasn't outgrown you. It's outgrown its systems. Simply CFO Services, offered through The Brokerage Inc., builds the financial structure to match your ambition

Operations
UPDATE: UnitedHealthOne Clarifies TriTerm & Short Term Transition Process

UPDATE: UnitedHealthOne Clarifies TriTerm & Short Term Transition Process

UnitedHealthOne has updated guidance for transitioning clients between TriTerm Medical and Short Term Medical plans. Review replacement requirements, policy cancellations, and effective date guidance to help avoid application issues.

Health & Ancillary
UPDATE: Marketplace Guidance for Noncitizens Applying for 2027 Coverage

UPDATE: Marketplace Guidance for Noncitizens Applying for 2027 Coverage

CMS has issued new guidance for agents assisting noncitizens with Marketplace coverage and financial assistance for Plan Year 2027. Review eligibility changes, APTC/CSR requirements, and key considerations for client applications.

Health & Ancillary
NEWS: UnitedHealthcare Announces August Product Updates

NEWS: UnitedHealthcare Announces August Product Updates

UnitedHealthcare product updates bring new TriTerm Medical options and expanded Guaranteed Issue opportunities for AdvantageGuard and CriticalGuard. Review the changes and important updates for eligible clients.

Health & Ancillary
NEWS: Ameritas Announces Upcoming Individual Dental Rate Release

NEWS: Ameritas Announces Upcoming Individual Dental Rate Release

Ameritas individual dental plan rates are updating September 29. Explore new rates, unchanged plan designs, and Credit for Prior Coverage opportunities to help clients transition to coverage with greater continuity.

Health & Ancillary
NEWS: Mutual of Omaha Hospital Protection Compensation Is Increasing

NEWS: Mutual of Omaha Hospital Protection Compensation Is Increasing

Mutual of Omaha Hospital Protection compensation is increasing September 1, with an additional $30 bonus per hospital indemnity application through September 30. Explore the opportunity and get contracted today.

Health & Ancillary

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