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Insurtech Building Blocs - Preparing for AEP: Strategies for Success with ConnectureDRX

Preparing for AEP: Strategies for Success with ConnectureDRX

Insurtech Building Blocs

09/24/24 • 25 min

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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
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09/24/24 • 25 min

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Insurtech Building Blocs - Preparing for AEP: Strategies for Success with ConnectureDRX

Transcript

Tim Robinson (00:01.454)
Hey everybody, welcome to another InsurTech podcast with Cory Schmidt and Tim Robinson. Great to connect, it's been a little while. Cory I think you've been busy.
Cory Schmidt (00:19.178)
We've been pretty busy with getting ready for AEP. It's the final weeks leading up.
Tim Robinson (00:27.564)
Yeah, it's amazing. It every year, right? It happens every year and it's crazy how it seems like it comes up faster and faster each cycle. And mind you, this is

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