CRM Day Talks - Insurance (English)

In the midst of the uncertainties of Open Enrollment 2026, webinars and online workshops become the ideal tool for insurance agents to connect with clients and prospects at scale. This technical guide explores how to use these digital events to educate the public about Obamacare (ACA) changes, build authority, generate qualified leads, and optimize your time. Discover how automation via CRM can manage everything from registration t...

In this episode, we tackle one of the biggest threats for insurance agents and agencies during Open Enrollment 2026: losing Obamacare (ACA) subsidies due to missed tax filings. Learn why tax compliance is essential for maintaining APTCs, what the consequences are for both your clients and your portfolio, and the practical strategies you can adopt—including leveraging your CRM—to proactively identify, guide, and follow up with clien...

Open Enrollment 2026 is a high-pressure period, but lead prospecting can be optimized through the power of referrals. This technical guide explores how insurance agents can turn satisfied clients into new leads, using a CRM to identify promoters, automate referral requests, track references, and manage a reward program. Discover how this strategy not only reduces acquisition costs but also strengthens your book of business and buil...

🎙️ New episode is live!
In the turbulent waters of Open Enrollment 2026 — marked by regulatory changes, rising costs, and carrier exits — efficient management is more critical than ever for insurance agents and agencies. In this episode, we dive into how CRM has evolved from just software into a strategic compass to navigate this complex landscape. Learn how to organize your book of business, enhance customer service, and tur...

In the 2026 Open Enrollment, major carriers like Aetna/CVS Health, Health Alliance, and Quartz will exit the ACA market in several states, impacting millions of clients. In this episode, we break down the reasons behind these exits and share key strategies for insurance agents. Learn how to use a CRM to identify affected clients, proactively communicate changes, plan smooth transitions to new plans, and turn this challenge into an ...

In this episode of the podcast, we dive into the growing complexity of Open Enrollment 2026 and how automation and artificial intelligence (AI) can become your best allies. With new changes in Obamacare (ACA) regulations and increasing pressure for efficient service, agents and insurance agencies are facing new challenges. We explore how automation and AI are essential tools to streamline operations, manage higher volumes, and redu...

This guide addresses the Open Enrollment (OE) 2026 period, focusing on the anticipated rise in healthcare costs for many insured individuals. It explains that this increase is primarily due to the expected expiration of enhanced premium tax credits (APTCs), adjustments in out-of-pocket maximums, a new $5 fee for zero-cost plan renewals, and changes in insurer offerings and premiums. The document emphasizes the crucial role of insur...

Open Enrollment 2026 brings a critical Obamacare change: DACA recipients will lose subsidy eligibility starting August 2025. This technical guide details the impact of this 'lawfully present' definition reversal and offers crucial strategies for insurance agents to proactively identify, communicate with, and guide these clients, leveraging a CRM to manage alternative options and protect their book of business. Get ready t...

Open Enrollment 2026 brings crucial changes to Obamacare that few are noticing—but they could directly impact your client retention, especially within the immigrant community. This technical guide breaks down the 10 most important changes and offers practical actions so you, the insurance agent, won't be caught off guard. Get ready to protect your book of business and turn challenges into opportunities. Find out how.