Excellus BCBS sees the hard work agents put into their profession and the value they bring to their clients and the community. That’s why they are adding a quarterly Broker Spotlight to this newsletter. They look forward to featuring the expertise and advice of some of their most valued partners. If you’re interested in being featured in this newsletter, please reach out to your Broker Account Executive.
The first broker spotlight will feature Amanda MacLachlan of "I’m With Amanda Medicare Solutions". Use the link below to read Amanda’s interview with the team.
April 2024 Broker Spotlight (PDF)
Consider this a “spring cleaning” newsletter full of reminders and best practices to set you on the path to success this year. In line with that, Excellus wanted to extend a helpful reminder about application submissions.
With spring events ramping up for many of our broker partners, we thought it was a good time to review best practices for educational and sales events.
You may:
You may not:
As a reminder, the following limitations now apply to Educational Events in 2024:
There are different rules for Medicare Sales Events. We’ve outlined best practices in the attachment below.
Medicare Sales Event Resource (PDF)
Social media can be a powerful tool when used in an intentional and compliant way. Excellus BCBS encourages you to use social media to communicate with your clients, build your brand, and generate new leads. Please use the link below to access their guidelines and best practices for using Excellus BlueCross BlueShield in your social media campaigns. You can also find this resource on the Sales Hub.
Social Media Best Practices For Brokers (PDF)
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Get Your FREE Site >Solicitor (Licensed Only Agents) agents in your downline can now achieve Authorized to Offer (A2O) Elite status for their production of AARP® Medicare Supplement Insurance Plans from UnitedHealthcare® through the A2O AARP Medicare Plans Agent Program.
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