SBI Support
Events & Town Halls
Stay connected with the SBI team. Join our monthly Town Halls and stay up to date on enrollment opportunities.
Town Hall Dates
Join us for our monthly Town Hall meetings — connect with leadership, get updates, and ask your questions live.
Local (NV)
April 29, 2026
In-person & virtual attendance available for Nevada agents.
Click Here To Join!OEP Best Practices
As we move through the final stretch of Medicare Advantage Open Enrollment (January 1 – March 31), this is a key opportunity to support clients while maintaining strong compliance standards.
Reconnect with clients who enrolled during AEP to confirm their plan is meeting expectations, including prescriptions, provider access, and overall benefit experience.
Clients experiencing network challenges, higher-than-expected drug costs, or benefit confusion may qualify for a one-time change during OEP.
OEP allows beneficiaries to switch to another Medicare Advantage plan or return to Original Medicare (with or without Part D). Keep conversations service-focused and client-initiated.
Ensure all OEP changes are properly documented and that outreach remains compliant with CMS guidelines.
Avoid last-minute processing issues by encouraging clients to address concerns well before March 31.
Agent Wellness Reminder
OEP can be a high-volume period. Staying energized and focused allows you to better serve your clients and grow your business.
- Schedule focused time for follow-ups and administrative work
- Take short movement breaks throughout the day
- Stay hydrated and fuel consistently
- Step away briefly between calls to reset
- Recognize and celebrate your progress