How to Sell Medicare: AEP Survival Starts Here: iOS 26 Call Screening Guide MSP Ep81

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. You’ll learn -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) Resources mentioned -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: [email protected] Work with us / be a guest 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 The Medicare Sales Playbook is more than just a podcast; it's a mission to transform the way agents approach Medicare sales, focusing on utilizing one's unique talents, embracing hard work, and fostering a sense of community. It's about making a meaningful impact on the lives of seniors while simultaneously achieving professional growth and financial success. Every episode is designed to inspire, educate, and empower agents to not only grow their business but also to discover their 'why' and achieve a fulfilling career. Hosted by the energetic and insightful Dallas Keithley, this podcast stands as a guiding light for insurance agents aiming to elevate their Medicare business, one strategic play at a time. Tune in to join Dallas and his guests on this journey towards becoming a standout agent in the Medicare insurance world.