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February 2024

February 08, 20243 min read

Tools | Training | News | Support

Welcome to February! 🧗

We hope that your OEP is off to a great start and, as such, we wanted to provide you with some timely information. Please review and contact us with any questions.

·         OEP Sales Exceed 100K

·         IFG Regional Sales Director Map

·         Onboarding and Retention Playbook

·         IFG Leadership Retreat Updates

·         Medicare in the News

Rocky Manning | Broker Relationship Executive


OEP Sales Exceed 100K!

Watch the video address below! Adam Rees shares sales results for the first month of OEP. As of February 1, 2024, IFG contracted agents have submitted over 100,000 applications. Compared to 2023, with 29,000 total apps from January 1 to the end of March, our agents more than tripled last year's production in the first month.

Adam thanks agents, agencies, and the IFG family for their hard work and dedication to the client. He reaffirms IFG's commitment as your FMO and agency partner to provide the best platform in the industry to ensure you have every resource available to scale and grow your business.

TEAM: Together, Everyone Achieves More


IFG Regional Sales Director Map

Are you looking for assistance? Please get to know your IFG Regional Sales Director (RSD). Our highly trained RSD team can guide you through all the tools, training, and support needed to scale and grow your insurance business utilizing the IFG platform.

Click HERE to download a reference guide to sales support in your region. In this document, we have included RSD emails and direct contact numbers. You can also find this and other helpful tools online at ifgagenttools.com.

IFG Regional Sales Director Reference map


Onboarding and Retention Playbook

2024 Onboarding and Retention Playbook

Download Humana’s 2024 Onboarding and Retention Playbook for key strategies for Q1 that will not only help you grow in OEP but also help you with Onboarding and Retention. 

While Onboarding and Retention are important with any carrier you enroll your members in, Humana has created an “Onboarding and Retention Playbook” to help guide you as you enroll new members while also being proactive in follow-up with new and existing members. These activities help to increase customer satisfaction and retention by working to help your members work towards their best overall health.

Setting time aside in Q1 to fine-tune your marketing plan for the year is another important component to a successful year.  Be sure to review the 2024 Onboarding and Retention Playbook here. You’ll find it provides insights and activities to work towards your goals while navigating the demands of the first three months of the year.


IFG Leadership Retreat Updates

IFG Leadership Retreat Updates

Event Dates: August 8 – 11, 2024

Event Location: Ritz Carlton Grand Cayman

Qualification Period: Oct 1, 2023 - April 1, 2024

Selection: Top 25 Agents and Top 10 Agencies

Invitation Release: Monday, April 8, 2024


Medicare in the News

Reminder as we go through OEP (January 1st, 2024 – March 31st, 2024)
Back to OEP Rules of the Road from January 24 IFG Newsletter

News Articles for Share:

Another Year of Record ACA Marketplace Signups, Driven in Part by Medicaid Unwinding and Enhanced Subsidies | KFF
January 24th, 2024

What to Watch in 2024: The Latest Health Cost and Affordability Issues and Trends  | KFF
January 24th, 2024

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Rocky Manning

Brokerage Relationship Executive

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You've got questions, we have answers. Whether you are a consumer looking for coverage, or an agent wanting to join our team, we can make it happen. Click here and fill out the form. Our team will be in touch.

© 2022 Innovative Financial Group | All Rights Reserved | Terms & Privacy

You've got questions, we have answers. Whether you are a consumer looking for coverage, or an agent wanting to join our team, we can make it happen. Click here and fill out the form. Our team will be in touch.

2022 Innovative Financial Group | All Rights Reserved | Terms & Privacy