Agent Boost Marketing Podcast

🚀🚀🚀 Welcome to the ultimate podcast for all you insurance aficionados out there – "The Agent Boost Podcast"! 🎙️ If you've ever wondered how to crack the code on marketing and sales tactics in the wild world of Medicare, health, and life insurance, & ACA well, you've just hit the jackpot. Hosted by Dan and Mike Hardle, they're sharing the most effective strategies to kill it in the insurance game. Dan is the founder and CEO of Agent Boost Marketing and his brother Mike is the President of Sales. Between them they have written thousands of policies with their own pen and taught and trained thousands of other agents. So, whether you're a newbie agent trying to crack the code, or a seasoned pro looking to up your game, "Agent Boost" has your back. They're dishing out pro tips on how to build killer marketing campaigns that actually work, reel in clients like a pro fisherman, and close deals with the finesse of a smooth-talking charmer. And don't worry, it's not just about work – these host

Agent Boost Marketing Podcast is a business podcast hosted by Dan and Mike Hardle, with 129 episodes on record and a Required Pod Score of 80.

Dan and Mike Hardle hosts Agent Boost Marketing Podcast, a business show with 129 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #134

  ACA Agency Owner Brendan Murton talks upcoming Open Enrollment: Episode 134

  Sep 21, 202656 min

  ACA agency owner Brendan Murton of Wildcat joins Dan and Mike to talk about what agents are facing heading into open enrollment. They start with a recap of the Agent Boost Medicare and ACA kickoff, which drew about 300 people each day, why the event centered on agents and agency owners instead of carrier pitches, and the live stream that went down when the building Wi-Fi crashed.From there they break down the news that has the industry on edge: Federally Facilitated Marketplace certifications that are open for existing agents but still closed to new ones, a proposed moratorium nobody has explained, and NPN overrides where the official answer from CMS is apparently "maybe." They cover ACA enrollment sliding from about 19 million toward 16 to 17 million, Medicaid work requirements that could hit millions of people on January 1, and a marketplace call center that is moving away from taking calls from agents. Brendan then shares his path from Primerica and life insurance into health insurance, and how partnering with Agent Boost let him stop spending 15 hours of contracting admin per agent and focus on training his team.The back half covers what contracting really takes behind the scenes, why switching uplines is nothing like entering the transfer portal, and how agents can avoid selling before they are appointed or licensed. Brendan explains how Wildcat structures overrides and sub agencies, what a real upline partnership should provide, and why ACA builds the best future Medicare book. They also get into the new authorization blocks that will slow agents down this open enrollment, why ACA is actually easier than when he started, and why there are no shortcuts in this business. They close with how to reach Brendan and Wildcat, plus the Japan trip he takes his top agents on.***Chapters***0:00 Cold Open1:19 Welcome Brendan Murton2:20 Kickoff Recap: 300 Agents a Day and Casino Night4:42 Why the Kickoff Focused on Agents Instead of Carriers8:54 The Live Stream Crash10:21 Opportunity Zones and Waiting on Carrier Plans11:50 FFM Certs and the Proposed Moratorium for New Agents14:06 Fewer Agents When Consumers Need Help Most16:06 NPN Overrides and CMS Saying Maybe19:26 ACA Enrollment Drops From 19 Million20:08 Medicaid Work Requirements: A Political Nuke in January21:15 Marketplace Call Center Changes and the End of Three Way Calls22:45 The ACA Wild West and New Authorization Rules26:19 Brendan's Path From Primerica to Health Insurance29:42 Building Wildcat and the Admin Burden of Onboarding32:12 What Contracting Actually Takes Behind the Scenes35:03 The Transfer Portal Myth38:11 Agent View, Ready to Sell Status, and Unlicensed Sales40:42 No Contract, No Commission42:40 How Wildcat Structures Overrides and Sub Agencies44:38 What a Real Upline Partnership Looks Like46:30 Why ACA Builds the Best Medicare Book47:51 Open Enrollment Challenges: The New Authorization Blocks49:23 Why ACA Is Easier Than Ever51:46 No Shortcuts: Build It Brick by Brick53:37 How to Reach Brendan and Wildcat Website: www.agentboost.com Get Contracted: https://agentboost.com/get-contracted‍ Join our Facebook Group: https://www.facebook.com/groups/606332946546184/ Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter/

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  Episode #133

  100K Subs Later and The System is Changing: Episode 133

  Sep 7, 20261h 3m

  Episode 133 of the Agent Boost Podcast lands right on the show's three year anniversary and a major milestone: 100,000 YouTube subscribers and over 4.5 million total views. Dan and Mike take a minute to look back at how a "boring health insurance industry podcast" grew into an agnostic platform that brokers, carriers, and CMS staff all quietly watch, then pivot straight into why this AEP might be the hardest one yet.From there they break down the state of the broker industry three years after their first episode: the multi year correction that still hasn't found a bottom, why public opinion of brokers has actually improved even as carrier support has not, and how consolidation has forced agencies and FMOs to get sharper or disappear. They get specific about this year's AEP communication breakdown, praising UnitedHealthcare for giving distribution real notice while calling out other carriers for leaving brokers and beneficiaries in the dark less than 30 days from October 1.The back half covers the two biggest structural shifts hitting the industry this AEP: roughly one third of Medicare Advantage plans going noncommissioned, and a new wave of formal CMS enrollment caps that could shut brokers out of plans mid campaign with zero public disclosure. They dig into the incentives behind it all with the "cobra effect" story, the real value a good agent provides beyond sexy extra benefits, and how the Inflation Reduction Act quietly reshaped Part D costs and commissions. They close by previewing their September 15 and 16 kickoff and making the case for why now, despite everything, is actually a great time to become a great agent.***Chapters***0:00 Cold Open: What's Coming Up This Episode0:53 Three Year Anniversary and Hitting 100K Subscribers1:52 Why Views Outpace Subscribers: The Industry's Silent Lurkers2:38 Why They Started Agent Boost and How Far It's Grown4:08 Rewinding to Episode 1: Same AEP Challenges, Three Years Later5:34 The Industry Still Needs Good Agents More Than Ever6:12 How Public Opinion of Brokers Has Actually Improved7:47 Why Carriers Don't Care If You Win: The FMO Reality Check9:32 Consolidation Has Forced Agencies and FMOs to Get Better13:40 This Year's AEP Communication Is the Worst It's Ever Been14:57 Shout Out to UnitedHealthcare for Actually Prepping Distribution16:04 Less Than 30 Days Out With No Real Exit List17:11 The Gray Period: SAR Letters, Timing, and Angry Phone Calls19:41 One Third of Medicare Advantage Plans Are Going Noncommissioned22:16 Cross Walked or Not? Carriers Won't Give a Straight Answer25:04 The Rumor: Carriers Filed to Pay Zero Commission Nationwide27:34 Enrollment Caps Explained: CMS Expands a New Lever29:31 Why Formal Enrollment Caps Are Going to Be a Disaster32:27 The Secret Cap: No Public Disclosure, No FOIA Access34:58 Fair Market Value, Broker Bias, and the Industry's Cobra Effect40:08 Fixing the Crisis: Rural Funding and Real Solutions42:15 Teaching Their Sons: The Real Value of a Good Agent45:45 How Carriers Became Gift Card Distributors Instead of Insurers47:16 This Year's Four Headed Monster: Rates, MLR, IRA, and Audits49:37 PDPs Were Barely Mentioned at This Year's Carrier Kickoffs51:01 How the Inflation Reduction Act Shifted Costs to Carriers53:36 The MedPAC White Paper: Pharma Wins, Everyone Else Loses56:01 The Ripple Effect Hitting Medicare Advantage and Medicaid58:31 Their Sons Just Got Licensed Into a Far More Complex Industry1:00:29 Becoming the Savvy Agent Who Can Weather Any Change1:01:39 September 15-16 Kickoff: Two Days, No Carrier Speakers1:02:27 Wrap Up Website: www.agentboost.com Get Contracted: https://agentboost.com/get-contracted‍ Join our Facebook Group: https://www.facebook.com/groups/606332946546184/ Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter/

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  Episode #132

  Episode 132: HealthSherpa’s Medicare Enrollment Tool with Korey Ashton

  Aug 26, 202654 min

  In Episode 132 of the Agent Boost Podcast, Korey Ashton, VP of Medicare at HealthSherpa, joins Mike for a deep dive into what actually makes HealthSherpa's Medicare enrollment platform different, and why she's finally setting the industry's FMO rumors straight on camera. They open by trading war stories on how much harder AEP has gotten, from 2-3 carriers to 15+, and from formulary books the size of phone books to answers a phone tap away, before Korey walks through her own path into the business: licensed at 21 through her mom's agency, years on the carrier side, a stint at Sunfire, and now building HealthSherpa's Medicare division from three people into a fast-growing team.From there they break down why ACA and Medicare enrollment are fundamentally different processes on the backend: one routes through CMS, the other goes straight to the carrier, and that forced HealthSherpa to build two completely separate, independently audited systems. Korey lays out the platform's core differentiator: agents and agencies aren't locked into a single upline or FMO the way they are on other platforms, and can connect to different uplines carrier by carrier using a simple join-code system. She also digs into why full data export (drugs, doctors, notes included) and open APIs/webhooks matter more than a pretty dashboard, and runs through the growing list of integration partners: Agency Block, Enroll Here, GoGuru X, Medicare Pro, Onyx, and Retire Flow.The back half covers HealthSherpa's roadmap into AEP 2026, including a new call center-specific workflow, a push to close the Med Supp data gap against CSG, and why they're deliberately holding off on benefit activation until the industry agrees on what it actually means. They close with a no-nonsense take on AI in the industry (a quoting platform isn't a moat anymore; the data and the relationship are), and Korey's advice for any agent on the fence: create a free HealthSherpa account and use the 1-on-1 Zoom support if you need the extra hand-holding.**Chapters**0:00 Intro & Welcome: Korey Ashton Joins Mike0:53 From 3 Carriers to 15: How Much Harder AEP Has Gotten2:15 The Old Days: Formulary Books, Enrollment Kits & No Google3:07 Korey's Origin Story: Licensed at 21 in Her Mom's Agency4:08 Why the Industry Skews Older (And Why Kids Are Coming Back)6:04 Why Young Agents Actually Want an Office, Not Just a Laptop7:36 Relationships Over Everything: Reputation in a Small Industry9:01 Korey's Near Miss: 150 Clients at 22 With No Mentor10:01 Cutting Her Teeth at Anthem During the ACA Transition12:02 Career Recap: Carrier Side → Sunfire → HealthSherpa13:13 Building HealthSherpa's Medicare Team From Three People15:23 Why ACA and Medicare Enrollment Aren't the Same Process16:10 CMS-Routed vs. Carrier-Direct: The Data Flow Explained18:09 Same Company, Different Planets: How Carriers Silo ACA and Medicare21:27 HealthSherpa's Medicare Platform & the AEP 2025 Scoop23:35 The Real Differentiator: No Forced Upline or FMO Lock-In25:06 How the Hierarchy Works: NPN & Join Codes Explained30:43 Full Data Export & Open APIs: Owning What's Yours32:12 The Integration Stack: Agency Block, Enroll Here, Onyx & More33:40 Data as Leverage: Getting "Used and Abused" by SaaS38:36 The AI Reality Check: A Quote Engine Isn't a Moat Anymore39:57 Setting the Record Straight: HealthSherpa Isn't Becoming an FMO43:36 The 2026 Roadmap: Call Centers, Compliance & Closing the Med Supp Gap48:47 Benefit Activation vs. "Care Navigation": Why They're Holding Back53:10 Korey's Advice: Just Try It, Free Account with 1-on-1 Support54:11 Wrap Up Website: www.agentboost.com Get Contracted: https://agentboost.com/get-contracted‍ Join our Facebook Group: https://www.facebook.com/groups/606332946546184/ Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter/

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  Episode #131

  Episode 131: How Agents Can Leverage Technology to Grow

  Aug 20, 20261 hour

  On Episode 131 of the Agent Boost Podcast, Nicko joins Dan and Mike back in the hot seat for a deep dive into the tech stack that actually powers Agent Boost, and why they think most of the industry is selling agents vaporware. They open by calling out vendors who demo unfinished products as if they're live, then walk through how Agent Boost has spent the last 7-8 years building out Go High Level into what they call Rocket CRM, and why replacing a $300K/year SaaS stack has gotten so much easier now that AI can do in minutes what used to take a six-figure subscription. From there they break down a stack of integrations built specifically to solve agent pain points: a HIPAA-compliant, in-platform MARX lookup tool that gives agents real-time eligibility answers instead of carrier hold times, automated Calendly-style booking tied to AEP campaigns, and a system that tags and targets clients facing Service Area Reductions before they churn. They also introduce Jarvis, an AI virtual assistant that can call members, check calendar availability, and book appointments on an agent's behalf, plus a direct chat interface that lets agents run their CRM through Claude or ChatGPT. The back half covers the Amber Fulfillment Program (a physical retention-mail system that grew out of literally mailing chocolate truffles), real-time Sunfire and Health Sherpa data feeds that auto-populate the CRM and trigger retention workflows, and Agency View, a portal giving agency owners full visibility into every agent's licensing, appointments, and commissions across their entire downline. They close with a case for why AI is going to widen the gap between high-effort and low-effort agents rather than replace agents altogether, and a quick intro to Terry, the AI chatbot now living inside their CRM.***Chapters***00:00 Welcome & the Law of Large Numbers (Dating, Sales & Life Advice)01:22 Nicko's Back: Why Agent Boost Doesn't Sell Vaporware03:24 The Origin of Agent Boost's Tech (Go High Level → Rocket CRM)05:19 Killing the $300K SaaS Stack: How AI Changed the Math08:30 Solving Real Agent Problems: Where the Integrations Start08:52 MARX In-Platform Lookup: What It Is & How It's Compliant11:20 What Is MARX and Why Every Agent Should Want It14:59 Real-Time MARX Access Built Into Rocket CRM16:44 Should Plan-Hoppers Get Flagged? Dan's Hot Take17:44 Calendar Widget Automation for Field & Telephonic Agents21:31 Tagging & Targeting Clients Facing Service Area Reductions26:21 Meet Jarvis: The AI Virtual Assistant That Books Appointments27:22 Chatting With Your CRM: Claude & ChatGPT Integrations27:59 Retention Workflows: The 3/30/60/90-Day Follow-Up System29:02 Quoting Tools & the Pearl Landing Page for ACA31:15 The Amber Fulfillment Program: From Chocolate Truffles to Scalable Retention Mail36:15 The Sunfire API: Real-Time Enrollment Data Into Your CRM39:31 Health Sherpa & ACA Policy-At-Risk Alerts42:39 What Actually Makes Agent Boost's Tech Different43:41 Agency View: Total Visibility Into Your Downline50:40 Know Your Numbers: Finding Your Real Top Producers54:34 AI Won't Replace Brokers, But It Will Replace Lazy Agents58:33 Meet Terry: The AI Chatbot Living Inside Your CRM59:07 Wrap Up Website: www.agentboost.com Get Contracted: https://agentboost.com/get-contracted‍ Join our Facebook Group: https://www.facebook.com/groups/606332946546184/ Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter/

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  Episode #116

  Episode 130: Important Updates for AEP 2027

  Aug 10, 20261h 4m

  On Episode 130 of the Agent Boost Podcast, Dan and Mike cover two of the biggest stories shaping the industry right now. First, fresh off a run of carrier rollouts including a trip to Boston, they break down why carriers have shifted from chasing growth to chasing profit, and what that means heading into another disruptive AEP. Expect roughly 30% of Medicare Advantage plans to see major service area reductions this year, on top of an already brutal two year stretch, and Dan and Mike explain why carriers rarely tip their hand on exits until it's too late for agencies to plan around it. They also unpack why established agents with big books of business are getting hit the hardest, why LTVs keep shrinking even as agents work harder, and why the standalone Part D and PDP environment could bring real sticker shock this year.The second half of the episode is dedicated to what Dan calls one of the most impactful shifts they've seen in years: Humana's new agent quality and tiering program. Dan and Mike walk through how it works, tying accretion rate, rapid disenrollment, and HRA completion into a scorecard that determines whether an agency, and its agents, move up or down in commission tier. They explain what this means for agents who write sloppy business, why termination under this program will follow you and block you from onboarding at a new FMO, and why they expect other carriers to copy this model soon. They close with a case for why brokers aren't going anywhere long term, even in an AI saturated world, and a coaching point every agent should hear before this AEP starts.***Chapters***00:00 Welcome & What's Coming This Episode04:53 Boston, Gillette Stadium & the Drake Maye Experience10:31 Carrier Rollouts & the Shift From Growth to Profit16:05 Healthcare's Broken Incentives & Why the Product Is the Stock Price19:47 Another Brutal AEP: Why 30% of MA Plans Are Being Cut24:12 Why Carriers Withhold Information From Distribution Until It's Too Late27:06 How the Disruption Hits Established Agents vs New Agents33:29 The Math Problem: Why LTVs Keep Shrinking36:06 The PDP & Part D Storm Nobody's Talking About Yet39:02 Why Brokers Will Matter More as AI Fatigue Sets In42:36 Humana's New Quality Program: What It Actually Does48:20 Termination, Gatekeeping & Why Bad Agents Can't Hop FMOs56:09 Telesales Isn't Dead, But Sloppy Selling Is58:14 Accretion Rate & Rapid Disenrollment, Explained1:03:31 Wrap Up & What's Next Episode Website: www.agentboost.com Get Contracted: https://agentboost.com/get-contracted‍ Join our Facebook Group: https://www.facebook.com/groups/606332946546184/ Our Weekly Newsletter: https://agentboost.com/subscribe-to-our-newsletter/

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