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In this episode of Insurance 360, we dive into strategies for mastering Annual Enrollment Period (AEP) with special guest Jeremy Boz from Tyler Insurance. Hosts Rob and Bob discuss the ins and outs of AEP certifications, effective planning, and the essential role of technology and organization in managing a successful insurance agency. Jeremy shares his insights on the importance of having a well-structured business plan, grassroots marketing, and innovative community engagement. Whether you're a seasoned agent or just starting out, this episode is packed with valuable tips to help you excel during AEP. Tune in to learn how to optimize your time, manage your book of business, and navigate the complexities of the insurance landscape. Don't miss the details on the upcoming Championship Event in Orlando where agents can gain firsthand knowledge from top carriers and industry experts. Stay organized, stay informed, and have a successful AEP season!

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In this episode of Insurance 360, Calvin Bagley joins Bob and Rob for a candid conversation on the growing pressure agents face from CMS regulations, shifting carrier strategies, and public misconceptions about our industry. From commission shakeups and non-commissionable plans to advocacy efforts on Capitol Hill, this is a must-watch for any agent gearing up for AEP 2026. Calvin shares how a walk into CMS led to real change — and why now, more than ever, independent brokers must be ready to defend their role.

The system is shifting. The stakes are rising. Agents, it’s time to hold the line.

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Grab your calculators and compliance manuals — the Chief Insurance Nerd is here. Sam Melamed joins Insurance 360 to decode the latest Medicare and ACA twists, from AI influence and carrier exits to the “birthday rule” and shrinking dental benefits. It’s annual enrollment prep, agent training evolutions, Dr. Oz impacts, and a Pinnacle Championship Series sneak peak.

AEP is coming. Get ahead now.

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