Insurance 360
Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are new, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I360 has you covered.
Episodes
AEP moves fast, and agents are balancing plan changes, client questions, and important decisions every day. You don’t have to navigate the season alone.
Pinnacle is here with the people, tools, and support to help you keep moving forward.
In our Insurance 360 Halloween Spooktacular, Bob and Rob take on 5 Rules of AEP in a timely conversation for agents working through the season.
We’re proud...
AEP is coming fast, and this episode of Insurance 360 is packed with the information agents need to get ready.
We brought together five industry experts to tackle some of the biggest issues facing Medicare agents this AEP.
Jeff Palo, VP of Sales at Pinnacle Financial Services
SSBCI changes, C-SNP opportunities and what agents need to know about verification.
Sam Melamed, CEO of National Care Dental
Medicare Advantage enr...
Class is back in session, and AEP 2027 is the subject every Medicare agent needs to know.
We break down what agents should be preparing for now, including plan terminations, Service Area Reductions, certifications, carrier focus on quality business and retention, network changes, Medicare Supplement, ancillary health, BOSS CRM, and more.
Don't wait until October to get ready. Watch the latest Insurance 360 Podcast and...
AEP doesn't start in October, it starts with the work you do today.
In this episode of Insurance 360, we cover the essential checklist every Medicare agent should complete before AEP 2027, including:
- Carrier certifications
- Getting contracted with the right carriers
- Organizing your book of business with BOSS CRM
- Marketing and lead generation strategies
- Carrier training events
- Compliance rem...
This Fourth of July, we're taking a different approach.
While millions of fans from around the world are visiting the United States for the World Cup, they're experiencing America through fresh eyes, and many of the moments going viral aren't just about soccer. They're about small-town hospitality, legendary BBQ, July 4th celebrations, and the freedoms and opportunities that make America unique.
In this special episod...
The Road to AEP 2027 Starts Now!
Just like the World Cup, success doesn't happen on game day, it starts with preparation, training, and having the right strategy.
In our latest Insurance 360 episode, we discuss what agents should be doing now to qualify for a winning AEP 2027 season, including:
- Certifications and AHIP readiness
- New Medicare Advantage and Part D Opportunities
- Ancillary health cross-s...
Need fresh insights on the insurance industry? Join us in the latest Insurance 360 episode as Mark Bolger, Patrick Kane, and Bob Brzyski discuss emerging trends and strategies in life and health insurance. From simplifying underwriting to exploring multicultural markets, we cover it all. Whether you're new to the field or a seasoned expert, this episode has valuable takeaways for enhancing your client engagements.&n...
Join us on the latest episode of Insurance 360 as we dive into the transformative world of AI with Peter Olson from Jump AI. Discover how AI tools are revolutionizing compliance, efficiency, and client interactions in the insurance and financial advisory sectors. Are you ready to leverage AI for enhanced productivity?
Curious about the latest shifts in the insurance industry? Our latest episode of Insurance 360 is a must-watch! Featuring Nicky Skubal, Rob, and Bob, we discuss value-based care, policy updates, and their implications. Enhance your knowledge and share your thoughts on what these changes mean for you.
Pinnacle Championship Series 2026 Recap: Allegiant Stadium, Moon Room Networking, and Medicare Industry Insights. Bob and Rob recap the Pinnacle Championship Series 2026 in Las Vegas at Allegiant Stadium, reflecting on prior venues (MetLife Stadium, Nissan Stadium, Citizens Bank Park, and Orlando’s Kia Center) and how the event continues to improve in content and experience. They highlight the event’s ki...
In this post-Olympics episode of Insurance 360, Bob and Rob debate judged Olympic events, scoring systems, and favorite Winter Games sports while praising athletes’ grit and discussing topics like curling and biathlon. They’re joined by Trevor Braun (Physicians Mutual, “Medicare Edu-Cajun”) to break down major disruption in Medicare, stressing that agents now need to confidently offer both Me...
In this episode of Insurance 360, Bob & Rob dive deep into the world of annuities, exploring the ins and outs of selling them throughout the year. Joined by guest expert Jake Quagliaroli, a Wealth Management Consultant from Saybrus, they discuss the fixed annuities market, address common misconceptions, and share valuable tips on how insurance agents can cross-sell annuities to their Medicare clients. Tune in to...
Join Bob and Rob as they kick off 2026 with a comprehensive overview of key industry changes and exciting events lined up for the year. Discover what's in store for Pinnacle's agents, including the highly anticipated Pinnacle Championship Series 2026 in Las Vegas, featuring top industry leaders and expert panels. Don't miss the exciting updates on the launch of Pinnacle's new website. Get ready for an engaging episo...
In this special year-end holiday episode, Bob & Rob and the team look back at a transformative 2025, discussing industry changes, regulatory impacts, and major highlights. They reflect on the challenges faced, including plan suppressions and regulatory changes, while also expressing gratitude to their guests and experts who contributed valuable insights throughout the year. They discuss the importance of ancilla...
In this pre-Thanksgiving episode of Insurance 360, we delve deep into marketing strategies and the importance of being intentional with your campaigns. Bob and Rob are joined by Luke Acree, President of ReminderMedia and host of the Stay Paid Podcast. Luke shares his insights on how agents can effectively market their services, especially in a constantly changing Medicare space. Learn about the importance of knowing...
In this second annual Halloween spooktacular episode of Insurance 360, hosts Bob and Rob are replaced by Ted Lasso and the Milburn Pennybags (better known as the "Monopoly Man"), who add a Halloween twist to the show.
This episode tackles the challenges and opportunities present during the Annual Enrollment Period (AEP) for insurance agents. Packed with some spooky special guests who come to share tips on overcoming ...
AEP, SARs, Commissions & the Future of Medicare Advantage | Insurance360 Podcast
In this special AEP edition of the Insurance360 Podcast, Bob and Rob join special guests, Angela Palo, Jeff Palo, and Nick Palo of the Pinnacle Executive team, in a high-level Pinnacle "Cabinet Meeting" to break down the most critical issues agents and agencies are facing in this year’s Annual Enrollment Period (AEP).
Join us for a long-awaited episode of Insurance 360 where we recap our recent successful event in Orlando and discuss the rapidly evolving Medicare industry. Special guest Bobby 'Medicare Bob' dives deep into strategies for preparing for the upcoming AEP, the impact of recent industry changes, and how to leverage technology and telesales to manage your book of business. Learn valuable insights on Medicare Advantage ...
In this episode of Insurance 360, Dr. Shannon Decker joins hosts Bob and Rob to discuss the evolving landscape of value-based care in the healthcare industry. The conversation covers the importance of compliance, the impact of risk adjustment and quality measures, and how technological advances like AI are shaping the future. Dr. Decker also highlights the role of telehealth, chronic condition management, and the on...
In this episode of Insurance 360, Dalton Miller of RetireFlo joins Bob and Rob to explore key insurance trends and challenges. They cover AEP prep, carrier changes impacting PPO products, and the role of advanced tools like RetireFlo, Connect4Insurance, and Pinnacle’s CRM BOSS. Dalton shares how agents can stay organized with early planning and tech integration, while the episode also spotlights upcoming event...
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