Call Recording – Effective Nov. 1, 2026 any broker with more than 100 clients under a particular ACA carrier is now required to record all client calls related to plan comparison, plan selection, sales and/or marketing. As March 1st 2027, all brokers regardless of number of clients will have to comply as well. Click here to read more.
Health Sherpa – OEP Update – 9/14/26
Health Sherpa – Agent Authorization Training – 10/5/26
2027 OEP Prep – with Clay Peek and Coach Kris – 10/7/26
2027 OEP Prep – with Clay Peek, Jordyn Cerullo, Joseph Stevens and Michael Schellbach – 10/19/26
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