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© Copyright 2026 Raul Gonzalez, Oscar Ibieta
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Welcome to Medicare Agent IQ, the podcast dedicated to helping you, the Medicare Insurance Agent, boost your success and elevate your career. Hosted by seasoned professionals Raul Gonzalez and Oscar Ibieta, who together have 26 years of combined experience in the Medicare realm, this 30-minute show is your go-to resource for mastering the competitive landscape of the insurance market.
As experts in their field, Raul and Oscar have witnessed firsthand the challenges and triumphs faced by insurance agents. They are committed to sharing their wealth of knowledge and real-world experience to help agents like you achieve your goals and thrive in this fast-paced industry.
Each episode of Medicare Agent IQ delves into a wide range of topics, including sales techniques, marketing strategies, industry updates, and navigating the complex world of Medicare regulations. Raul and Oscar will also invite special guests – top agents, industry leaders, and other professionals – to share their insights and success stories, ensuring you stay ahead of the curve.
Whether you're a seasoned agent looking to sharpen your skills or a newcomer eager to make your mark, Medicare Agent IQ is your essential guide to becoming a standout Medicare Insurance Agent. Tune in and unlock the secrets to achieving the success you deserve.
As experts in their field, Raul and Oscar have witnessed firsthand the challenges and triumphs faced by insurance agents. They are committed to sharing their wealth of knowledge and real-world experience to help agents like you achieve your goals and thrive in this fast-paced industry.
Each episode of Medicare Agent IQ delves into a wide range of topics, including sales techniques, marketing strategies, industry updates, and navigating the complex world of Medicare regulations. Raul and Oscar will also invite special guests – top agents, industry leaders, and other professionals – to share their insights and success stories, ensuring you stay ahead of the curve.
Whether you're a seasoned agent looking to sharpen your skills or a newcomer eager to make your mark, Medicare Agent IQ is your essential guide to becoming a standout Medicare Insurance Agent. Tune in and unlock the secrets to achieving the success you deserve.
86 Episodes
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Writing more AEP sales doesn’t mean your Medicare book is growing—if you’re losing clients while gaining new ones, you’re just running in place.In this episode, Raul Gonzalez and Ernest Arredondo break down how top agents protect their book during AEP while still writing new business.They cover client retention, simple follow-up systems, CRM use, and how to avoid dropping the ball when things get busy.Chapters:02:05 — Don’t Ignore Existing Clients During AEP04:49 — How Client Service Builds Your Book08:01 — Managing Client Calls & Follow-Ups During AEP13:02 — Client Retention, Renewals & Referrals21:22 — CRM & Follow-Up Systems for Medicare Agents27:07 — The Real Goal: AEP Growth, Not Just Sales
Most Medicare agents don't struggle during AEP because of what happens in October—they struggle because of what they didn't do in July and August. In this episode of Medicare Agent IQ, Raul Gonzalez and Oscar Ibieta break down the biggest rookie mistakes that can derail your AEP before it even starts. Whether you're a brand-new Medicare agent or a veteran looking for a stronger enrollment season, this episode is packed with practical strategies you can put to work today.You'll learn:• Why certifications should never wait until the last minute• How carrier rollouts can help you build a winning AEP strategy• Why grassroots marketing still works (despite what social media says)• How to prepare before AEP instead of reacting during it• Why every agent needs a daily plan and calendar• The simple habits that separate top-producing agents from everyone else
AEP success starts long before October! In this episode, Raul and Oscar explain how to organize your clients into four priority buckets, identify at-risk members, improve retention, and prepare your book of business before the Annual Enrollment Period begins.If you want to keep more renewals and make AEP less stressful, this episode gives you a practical framework you can start using today.
Medicare agents have been hearing a lot about the new Medicare GLP-1 Bridge Program—but there's also been a lot of confusion.In this episode, Oscar breaks down what the program actually is, who may qualify, and what every agent should know before answering client questions. He explains why this isn't traditional Part D coverage, clears up some of the biggest misconceptions, and discusses where an agent's responsibility begins and ends.
Giving the wrong Medicare enrollment advice can have lasting consequences. In this episode, Raul and Oscar break down the questions every agent should ask before recommending Medicare enrollment. They discuss employer coverage, COBRA, retiree plans, HSAs, Marketplace coverage, and the enrollment rules that can help clients avoid costly mistakes and lifetime penalties.
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