Find leads in your book of business with Producer Toolbox

As an agent, you have access to a valuable lead source within your existing book of business. These include members who are aging off their parents’ plan at age 26 or transitioning to Medicare at age 65.

You can generate these reports by logging into Producer Toolbox, selecting Tools & Resources, then Reports, and choosing the reports for members turning 26 and 65. These reports provide a clear timeline of when individuals will be aging off their current coverage.

Take advantage of Producer Toolbox reports to proactively reach out and support these members with their transition, whether into Individual ACA coverage or Medicare plans.