HealthSherpa now lets agents request client consent and PY26/PY27 authorization in one workflow. Agents can also send requests in Spanish and track authorization status through client and enrollment exports.
You closed a great month, but do you know where the money went? Simply CFO Services, offered through The Brokerage Inc., helps agents see exactly where every dollar goes, so a good month actually builds the business instead of disappearing.
Aetna is updating how SSBCI eligibility is verified for the Extra Supports Wallet in 2027. Review the key changes, understand your role as an agent, and register for an upcoming national training before AEP.
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