Meet Brittany Garrison (Garrison Global Management)—a Medicare agent building her book 97% over the phone. In this episode, Brittany breaks down how she wrote 40 apps with a 9-day-old newborn, drove 600+ inbound leads in 6 months using TikTok + LinkedIn, and keeps clients coming back (87% retention) with simple, human touches.

• Telesales, start to finish: disclosures, scope, recorded calls, needs analysis, enrollments

• TikTok → appointments: daily posting challenge, 3–4x/week cadence, repeating winning content, hook → value → CTA

• Lead magnets that convert: her free Medicare guide + automated email drips

• LinkedIn newsletters (sleeper channel): “Medicare Made Simple” + “Financial Advisors’ Guide to Medicare”

• Multi-state licensing strategy for a phone-first model

• Retention that sticks: fridge magnet “Congrats, You’re Covered,” birthday/holiday mailers, check-ins

• Educate first: show MA vs. Medigap options so clients choose confidently
  
  

These are live only (not recorded). Email Dallas to get on the list: dallas.keithley@medicaresalesplaybook.com
We’ll send the private join link each month. No spam. No recruiting. Just value.

• TikTok: @GarrisonGlobalMgmt

• Email: brittany@garrisonglobalmgmt.com

• Mentorship: She’s open to helping agents—reach out!
  
  

• Subscribe for weekly Medicare sales tactics

• Comment: What’s one tactic you’ll “steal” and try this week?

• Share with a teammate who needs a telesales blueprint
  
  

Disclaimer: This content is for licensed insurance professionals and educational purposes only. Always follow CMS and carrier compliance guidelines.

Agents—this one could change your AEP. Dallas sits down with Alex Branning (Agent CRM) to unpack how AI actually helps Medicare agents today and why Apple’s new iOS 26 call screening means we must pivot from voice-first to text-first outreach—fast. You’ll get practical guardrails, easy wins, and a step-by-step plan to stay compliant, reach more prospects, and protect your book.

• How to choose AI use cases that save you time (not create it)

• Guardrails Medicare agents must set for compliant AI messaging

• Why iOS 26 call screening will crush answer rates for unsaved numbers—and what to do now

• The simple contact card fix + Apple Business verification for trust

• How to shift to a text-first workflow (and still book calls)

• The “buy back your time” mindset so you stay focused on RGAs (revenue-generating activities)
  
  

• iOS 26 Guide + Free Contact Card Creator: https://ios26.agent-crm.com

• Agent CRM (14-day free trial): https://agent-crm.com

• Email Dallas to Join our “Last Wednesday” Medicare Webinar Series: Dallas.Keithley@MedicareSalesPlaybook.com
  
  
  

Know a “giant” other agents should learn from? Introduce us! We love showcasing proven plays agents can start using on step 15 instead of step 1.

If this helped, like, subscribe, and share with an agent who needs it. Keep growing, keep moving forward—we’ll keep bringing the plays.

#MedicareSalesPlaybook #MedicareMarketing #MedicareAEP #AgentCRM #InsuranceSales #AIforAgents #TextFirst #iOS26 #CallScreening

AEP doesn’t have to break you. In this episode of Medicare Sales Playbook, Dallas and Matt share a practical, doable plan to stay sharp, healthy, and present—for your clients and your family—through all 54 days of AEP. No fluff. No scripts. Just the daily habits and guardrails that actually work in the real world.

What you’ll learn

• The 54-Day AEP Challenge: mental, physical, and business habits you can keep

• The morning routine that sets your brain and pipeline up for wins

• Nutrition + water rules that keep your energy steady between appointments

• Make your calendar “law” (and stop disrespecting the people after this meeting)

• Scheduled breaks that make you more money (not less)

• Protecting family time so you don’t “win AEP and lose your why”

• Simple ways to stay motivated (without living on gas-station pop-tarts ☕️🥐)
  
  

Try this this AEP

• Pick one morning routine you’ll do every day

• Pre-load your car with water + protein snacks

• Block micro-breaks between sits (5–10 minutes)

• Wear an analog watch during appointments (goodbye, notifications)

• Put family days on the calendar now (Halloween/Thanksgiving/etc.)
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#MedicareSales #AEP #InsuranceSales #Telesales #Mindset #Productivity