Focused and Forward Thinking

This past Monday’s national training call was packed with valuable insights to help you stay ahead as we enter the busiest season of the year.

We were joined by Dylan from Advanced Diabetes Supply, who shared how partnering with their organization can both support your diabetic clients and boost your retention efforts. I can personally vouch for their value — I partnered with them for over a decade while actively writing business, and still do on occasion. Check out the Spotlight section below, along with the Territory Map and Agent Flyer links for details.

We also emphasized the importance of taking ownership of your business and being a student of the industry. As 1099 independent agents, your success is directly tied to your preparation. While our field trainers, DSMs, RDs, and Sales Support team are here to help, the real momentum starts with you.

Key reminders:

• Complete your carrier certifications now to take advantage of pre-AEP ordering — don’t wait until the last minute.
• Attend local carrier rollout meetings yourself to get firsthand updates.
• Use carrier portals and tools now, so you’re not learning under pressure later.
• Connect with field trainers and DSMs to align your market strategies.

We also reintroduced the UIG Client Letter Template — a great way to start reconnecting with your book of business. Reach out to Colan or me to get a copy and start your outreach today. AEP is right around the corner, and early preparation means stronger results.

Lastly, stay tuned for details on our exciting Pre-AEP Incentive coming soon!

Let’s stay focused, proactive, and prepared. With the plan disruptions this year, the opportunity is massive — let’s go after it!

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