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Content provided by Adam Steffen and Medicare Sales Playbook. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Steffen and Medicare Sales Playbook or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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How to Sell Medicare: AEP Survival Starts Here: iOS 26 Call Screening Guide

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Manage episode 508368441 series 3563472
Content provided by Adam Steffen and Medicare Sales Playbook. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Steffen and Medicare Sales Playbook or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 learn
  • How 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

Work with us / be a guest

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

  continue reading

82 episodes

Artwork
iconShare
 
Manage episode 508368441 series 3563472
Content provided by Adam Steffen and Medicare Sales Playbook. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Steffen and Medicare Sales Playbook or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 learn
  • How 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

Work with us / be a guest

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

  continue reading

82 episodes

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