Artwork

Content provided by AgencyBloc. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AgencyBloc or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Preparing for AEP: Strategies for Success with ConnectureDRX

25:23
 
Share
 

Manage episode 441556723 series 3540535
Content provided by AgencyBloc. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AgencyBloc or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of the Insurtech Building Blocs Podcast, hosts Tim Robinson and Cory Schmidt discuss the upcoming AEP and the challenges faced by independent agents in the insurance industry. They are joined by Jason Schmittgens and Andrew Tutaj from ConnectureDRX, who introduce their new product, PlanCompare Edge for Agents, designed to streamline the quoting and enrollment process for individual agents. The conversation covers the need for a unified platform, the response from IMOs and FMOs, and the impact of CMS regulations on the market. The episode concludes with insights on how agents can benefit from the new solution and how to get started.

Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — all with highly recommended customer support — we've got you covered.
Learn more at https://www.agencybloc.com
LinkedIn: https://www.linkedin.com/company/agencybloc
YouTube: https://www.youtube.com/c/agencybloc
Facebook: https://www.facebook.com/agencybloc
Instagram: https://www.instagram.com/agencyblocams
X: https://twitter.com/agencybloc

  continue reading

14 episodes

Artwork
iconShare
 
Manage episode 441556723 series 3540535
Content provided by AgencyBloc. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AgencyBloc or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of the Insurtech Building Blocs Podcast, hosts Tim Robinson and Cory Schmidt discuss the upcoming AEP and the challenges faced by independent agents in the insurance industry. They are joined by Jason Schmittgens and Andrew Tutaj from ConnectureDRX, who introduce their new product, PlanCompare Edge for Agents, designed to streamline the quoting and enrollment process for individual agents. The conversation covers the need for a unified platform, the response from IMOs and FMOs, and the impact of CMS regulations on the market. The episode concludes with insights on how agents can benefit from the new solution and how to get started.

Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — all with highly recommended customer support — we've got you covered.
Learn more at https://www.agencybloc.com
LinkedIn: https://www.linkedin.com/company/agencybloc
YouTube: https://www.youtube.com/c/agencybloc
Facebook: https://www.facebook.com/agencybloc
Instagram: https://www.instagram.com/agencyblocams
X: https://twitter.com/agencybloc

  continue reading

14 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play