Sharing Success Podcast

In this episode, we explore how the innovative core CRM system is transforming insurance agents' workflows, especially during busy periods like AEP. Our experts share insights on AI integration, system support, and practical tips to streamline client management and boost sales.

The Medicare landscape is shifting—and agents are feeling it. In this episode of Sharing Success, JSA CEO Rick Harman breaks down what’s really happening across the industry—from commission changes and carrier pullbacks to rising medical costs and product shifts. But more importantly, this isn’t about fear. It’s about opportunity. If you're an independent agent, this conversation is your roadmap t...

The Medicare market is going through one of its biggest shifts in years. Are you ready? In Episode 5 of the JSA Podcast, the official kickoff of our "How to Grow Your Business" series, JSA's Chris Hagerstrom, Director of Product Training and Development, sits down with Chief Distribution Officer Adam Wasmund for a candid, no-holds-barred look at what's happening in the Medicare and health insuranc...

In this conversation, Chris Hagerstrom and Henry Monahan discuss the recent proposed rule changes by CMS regarding Medicare, focusing on the implications for independent brokers and the Medicare landscape. They explore the initial reactions to the proposed rule, key changes in the Part D program, the impact of creditable coverage changes, and the evolving nature of special needs plans. The discuss...

In this episode, Chris Hagerstrom and Tyler Tolbert explore the growing influence of AI in in the health insurance industry, highlighting its role in compliance, efficiency, and more.

In this episode, Chris Hagerstrom and Rick Harman, CEO of JSA, discuss the evolution of long-term care policies, the importance of company culture, and the need for continuous employee development in the insurance industry. They explore how technology is reshaping the landscape, particularly in Medicare Advantage, and emphasize the significance of diversification and holistic selling strategies fo...

In this podcast, Chris Hagerstrom and Adam Wasmund discuss the upcoming Annual Enrollment Period (AEP) for Medicare, highlighting significant changes in the industry, the impact of COVID-19, and strategies for agents to navigate the evolving landscape. They emphasize the importance of understanding carrier dynamics, the shift towards Special Needs Plans, and the need for agents to prepare effectiv...