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How to Sell Medicare: AEP Survival Starts Here: iOS 26 Call Screening Guide
Manage episode 508368441 series 3563472
Agents—this one could change your AEP. Dallas sits down with Alex Branning (Agent CRM) to unpack how AI actually helps Medicare agents today and why Apple’s new iOS 26 call screening means we must pivot from voice-first to text-first outreach—fast. You’ll get practical guardrails, easy wins, and a step-by-step plan to stay compliant, reach more prospects, and protect your book.
You’ll learnHow to choose AI use cases that save you time (not create it)
Guardrails Medicare agents must set for compliant AI messaging
Why iOS 26 call screening will crush answer rates for unsaved numbers—and what to do now
The simple contact card fix + Apple Business verification for trust
How to shift to a text-first workflow (and still book calls)
The “buy back your time” mindset so you stay focused on RGAs (revenue-generating activities)
Resources mentioned
iOS 26 Guide + Free Contact Card Creator: https://ios26.agent-crm.com
Agent CRM (14-day free trial): https://agent-crm.com
Email Dallas to Join our “Last Wednesday” Medicare Webinar Series: [email protected]
Know a “giant” other agents should learn from? Introduce us! We love showcasing proven plays agents can start using on step 15 instead of step 1.
If this helped, like, subscribe, and share with an agent who needs it. Keep growing, keep moving forward—we’ll keep bringing the plays.
#MedicareSalesPlaybook #MedicareMarketing #MedicareAEP #AgentCRM #InsuranceSales #AIforAgents #TextFirst #iOS26 #CallScreening
82 episodes
Manage episode 508368441 series 3563472
Agents—this one could change your AEP. Dallas sits down with Alex Branning (Agent CRM) to unpack how AI actually helps Medicare agents today and why Apple’s new iOS 26 call screening means we must pivot from voice-first to text-first outreach—fast. You’ll get practical guardrails, easy wins, and a step-by-step plan to stay compliant, reach more prospects, and protect your book.
You’ll learnHow to choose AI use cases that save you time (not create it)
Guardrails Medicare agents must set for compliant AI messaging
Why iOS 26 call screening will crush answer rates for unsaved numbers—and what to do now
The simple contact card fix + Apple Business verification for trust
How to shift to a text-first workflow (and still book calls)
The “buy back your time” mindset so you stay focused on RGAs (revenue-generating activities)
Resources mentioned
iOS 26 Guide + Free Contact Card Creator: https://ios26.agent-crm.com
Agent CRM (14-day free trial): https://agent-crm.com
Email Dallas to Join our “Last Wednesday” Medicare Webinar Series: [email protected]
Know a “giant” other agents should learn from? Introduce us! We love showcasing proven plays agents can start using on step 15 instead of step 1.
If this helped, like, subscribe, and share with an agent who needs it. Keep growing, keep moving forward—we’ll keep bringing the plays.
#MedicareSalesPlaybook #MedicareMarketing #MedicareAEP #AgentCRM #InsuranceSales #AIforAgents #TextFirst #iOS26 #CallScreening
82 episodes
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