Category: Updates
The Daily Habits That Keep Agents Organized During AEP
In our recent blog, 5 Small Habits to Build Now for a Stronger AEP, we discussed how small, intentional habits can help set the foundation for a successful enrollment season....
Is Your Call Recording Process Ready for AEP? A Complete
As AEP approaches, most agents are focused on certifications, lead generation, plan changes, carrier trainings, and filling their appointment calendars. However, one of the biggest risks to your business this...
Understanding Medicare Supplement Trial Rights: Agent Guide
When helping clients navigate their coverage options, it's important to understand the protections available if a coverage decision doesn't work out as expected. One of the most valuable, yet often...
The Agent’s Guide to Getting Enrollment Kits Before AEP
As the Annual Enrollment Period (AEP) approaches, preparation becomes extremely important. While agents often focus on certifications, training, and client outreach, one critical detail can easily be overlooked: having the...
Office Hours with Tidewater September Recap
For agent use only. This information is subject to change. The moment you quit, you prove the pain was stronger than your purpose. Ronnie James Regional Sales Director, Tidewater Management...
The Integrity Health Plan: Another Advantage for Tidewater Agents
Independent insurance professionals spend their days helping clients protect their health, finances, and future. Yet many agents know that finding affordable, reliable health coverage for themselves and their families can...
Get Ready for AEP Success: Join Us at a Tidewater
The Annual Enrollment Period (AEP) is around the corner, and right now is an important time to prepare for the opportunities and challenges that lie ahead. Beginning August 18, Tidewater...
Office Hours with Tidewater August Recap
For agent use only. This information is subject to change. Our most valuable asset is time, and I want to make sure we use it well today. Ronnie James Regional...
Annual Notice of Change (ANOC) Season is Coming Soon: 5
As summer winds down, Medicare beneficiaries will soon begin receiving an important document: their Annual Notice of Change (ANOC). For many clients, the ANOC is just another piece of mail,...
Annuities 101 Part 2 Recap: Guaranteed Income and Tax-Smart Planning
During our first annuity session, we explored the differences between growth and income annuities and how these strategies can help agents address a variety of retirement-planning goals. We specifically emphasized...
Get Ready to Sell For AEP: Why Completing Carrier Certifications
As the Annual Enrollment Period (AEP) approaches on October 15, most successful agents would agree that preparation is the key to a smooth and productive selling season. One of the...
The GLP-1 Bridge Program: What Agents Should Know and How
As of July 1, eligible Medicare beneficiaries have a new way to access certain GLP-1 medications at reduced costs through the Medicare GLP-1 program. This temporary program was launched by...
Office Hours with Tidewater July Recap
For agent use only. This information is subject to change. We've got a lot to pack in over the next couple of months as we prepare for what looks to...
Annuities 101 Recap: Growth vs. Income Strategies for Better Client
A Tidewater expert recently welcomed a Brokers International annuity specialist to break down one of the most important topics in today's financial landscape: annuities for growth vs. income. The conversation...
5 Small Habits to Build Now for a Stronger AEP
It might feel like there's plenty of time before the Annual Enrollment Period (AEP) begins on October 15, but as most experienced agents know, the strongest seasons don't start in...
Annuities 101: Types & How Tidewater Supports Agents
June is Annuity Awareness Month, a time dedicated to educating both consumers and agents on the important role annuities can play in building a secure retirement. While often misunderstood, annuities...
Office Hours with Tidewater June Recap
For agent use only. This information is subject to change. Motivation is what starts the engine. Habits are what keep it running. Ronnie James Regional Sales Director, Tidewater Management Group...
What Agents Need to Know About 2027 Medicare Certifications: AHIP
As the 2027 Medicare sales season approaches, insurance agents must prepare early to meet certification requirements and remain compliant. Two major certifications central to that preparation include the AHIP (America’s...
Elevating Client Coverage Through Cross-Selling: Training Recap
We're going to build your package of protection because I'm going to show you what your health insurance covers and what it doesn't...and I have solutions for all those things...
Office Hours with Tidewater May Recap
For agent use only. This information is subject to change. Preparation can help with expectations, so I want to make sure we're doing everything we can at Tidewater to ensure...
Tidewater Helps Agents Stand Out, Get Found, and Grow
When someone hears your name, what do they think of? In today's insurance world, most first impressions don't actually happen in person; they happen online. Prospects Google you, clients share...
Medicarians 2026 Recap: Trends Shaping the Medicare Landscape
Medicarians, the annual gathering of Medicare professionals, was held earlier this week, bringing together thousands of leaders across Medicare, health, wealth, and technology to discuss the future of senior care....
The 2027 CMS Final Rule: What Medicare Agents Need to
For agent use only. This information is subject to change. The Centers for Medicare & Medicaid Services (CMS) has released the 2027 Medicare Advantage & Part D Final Rule, and...
Office Hours with Tidewater April Recap
For agent use only. This information is subject to change. "The industry is a mixed bag, but we'll make the most of it - the good thing is, agents always...
Q1 Wrap-Up for Agents: What’s Ending and What’s Next
As we head into the final days of March, agents need to pause, assess, and act. Tuesday, March 31, marks the close of a few Q1 opportunities - but it...
20 Years of Tidewater: Built by People, Driven By Purpose
Twenty years ago, Tidewater Management Group was founded with a vision - to create something meaningful. What's been built since then is more than a company. It's a community. While...
Medicare Agent Q&A: March Office Hours Insights on Commissions &
For agent use only. This information is subject to change. Our March Office Hours call sparked great discussion, with agents asking thoughtful questions about Medicare commissions, carrier updates, and diversification strategies....
Office Hours with Tidewater March Recap
For agent use only. This information is subject to change. "I hope you've got a pen handy - we're going to give out a lot of information." Ronnie James Regional...
Tidewater Technology Drives Results: Training Takeaways
"This platform is truly designed to help save you time and sell more." Anna Patrick Technology Expert, Integrity Marketing Group We had the opportunity to host a powerful technology training...
Inside AEP: Key Takeaways for Agents and What’s Ahead for
The 2026 Medicare Annual Enrollment Period (AEP) will go down as one of the most disruptive in the program's history. Benefit cuts, market exists, shifting plan designs, and competition led...
