The Medizues origin story centers on giving agents a clearer view of their book of business and retention. The hosts discuss reconciling MARx information with fragmented carrier portals, tracking lapses, and understanding renewal income realistically. They also explore emerging AI-assisted quoting and stress truthful explanations of coverage changes, particularly when working with dual-eligible clients.
In this episode
- Medizues origin
- Book reconciliation
- MARx and retention
- Residual income tracking
- AI quoting and honest sales
Show notes
Exclusive Medizues Triail On today's episode, we talk with Evan MacGuffie, the founder of Medizues. We talk about why this is such a useful tool for Medicare retention. Evan shares his origin story of going from a producing agent to creating a program that solved his own needs! This platform is extremely helpful and helps just about any agent with around a 100 or so lives on their book of business. Website 💻 Get Contracted💰 Join our Facebook Group 👨🏼🎓