Insurance 360
Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are new, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I360 has you covered.
Episodes
In this post-Olympics episode of Insurance 360, Bob and Rob debate judged Olympic events, scoring systems, and favorite Winter Games sports while praising athletes’ grit and discussing topics like curling and biathlon. They’re joined by Trevor Braun (Physicians Mutual, “Medicare Edu-Cajun”) to break down major disruption in Medicare, stressing that agents now need to confidently offer both Medicare Advantage and Med...
In this episode of Insurance 360, Bob & Rob dive deep into the world of annuities, exploring the ins and outs of selling them throughout the year. Joined by guest expert Jake Quagliaroli, a Wealth Management Consultant from Saybrus, they discuss the fixed annuities market, address common misconceptions, and share valuable tips on how insurance agents can cross-sell annuities to their Medicare clients. Tune in to...
Join Bob and Rob as they kick off 2026 with a comprehensive overview of key industry changes and exciting events lined up for the year. Discover what's in store for Pinnacle's agents, including the highly anticipated Pinnacle Championship Series 2026 in Las Vegas, featuring top industry leaders and expert panels. Don't miss the exciting updates on the launch of Pinnacle's new website. Get ready f...
In this special year-end holiday episode, Bob & Rob and the team look back at a transformative 2025, discussing industry changes, regulatory impacts, and major highlights. They reflect on the challenges faced, including plan suppressions and regulatory changes, while also expressing gratitude to their guests and experts who contributed valuable insights throughout the year. They discuss the importance of ancilla...
In this pre-Thanksgiving episode of Insurance 360, we delve deep into marketing strategies and the importance of being intentional with your campaigns. Bob and Rob are joined by Luke Acree, President of ReminderMedia and host of the Stay Paid Podcast. Luke shares his insights on how agents can effectively market their services, especially in a constantly changing Medicare space. Learn about the importance of knowing...
In this second annual Halloween spooktacular episode of Insurance 360, hosts Bob and Rob are replaced by Ted Lasso and the Milburn Pennybags (better known as the "Monopoly Man"), who add a Halloween twist to the show.
This episode tackles the challenges and opportunities present during the Annual Enrollment Period (AEP) for insurance agents. Packed with some spooky special guests who come to share tips on o...
AEP, SARs, Commissions & the Future of Medicare Advantage | Insurance360 Podcast
In this special AEP edition of the Insurance360 Podcast, Bob and Rob join special guests, Angela Palo, Jeff Palo, and Nick Palo of the Pinnacle Executive team, in a high-level Pinnacle "Cabinet Meeting" to break down the most critical issues agents and agencies are facing in this year’s Annual Enrollment Period (AEP).<...
Join us for a long-awaited episode of Insurance 360 where we recap our recent successful event in Orlando and discuss the rapidly evolving Medicare industry. Special guest Bobby 'Medicare Bob' dives deep into strategies for preparing for the upcoming AEP, the impact of recent industry changes, and how to leverage technology and telesales to manage your book of business. Learn valuable insights on Medicare ...
In this episode of Insurance 360, Dr. Shannon Decker joins hosts Bob and Rob to discuss the evolving landscape of value-based care in the healthcare industry. The conversation covers the importance of compliance, the impact of risk adjustment and quality measures, and how technological advances like AI are shaping the future. Dr. Decker also highlights the role of telehealth, chronic condition management, and the on...
In this episode of Insurance 360, Dalton Miller of RetireFlo joins Bob and Rob to explore key insurance trends and challenges. They cover AEP prep, carrier changes impacting PPO products, and the role of advanced tools like RetireFlo, Connect4Insurance, and Pinnacle’s CRM BOSS. Dalton shares how agents can stay organized with early planning and tech integration, while the episode also spotlights upcoming events and ...
In this episode of Insurance 360, we dive into strategies for mastering Annual Enrollment Period (AEP) with special guest Jeremy Boz from Tyler Insurance. Hosts Rob and Bob discuss the ins and outs of AEP certifications, effective planning, and the essential role of technology and organization in managing a successful insurance agency. Jeremy shares his insights on the importance of having a well-structured business...
In this episode of Insurance 360, Calvin Bagley joins Bob and Rob for a candid conversation on the growing pressure agents face from CMS regulations, shifting carrier strategies, and public misconceptions about our industry. From commission shakeups and non-commissionable plans to advocacy efforts on Capitol Hill, this is a must-watch for any agent gearing up for AEP 2026. Calvin shares how a walk into CMS led to re...
Grab your calculators and compliance manuals — the Chief Insurance Nerd is here. Sam Melamed joins Insurance 360 to decode the latest Medicare and ACA twists, from AI influence and carrier exits to the “birthday rule” and shrinking dental benefits. It’s annual enrollment prep, agent training evolutions, Dr. Oz impacts, and a Pinnacle Championship Series sneak peak.
AEP is coming. Get ahead now.
Welcome the masters behind the mic, guiding us through the galaxy of lead generation to bring balance to your business. Get ready for a game-changing conversation as Bill DeCourcey joins Bob and Rob to unpack how technology is revolutionizing the Medicare world. From smarter lead generation to powerful compliance tools, we’re breaking down the tech trends transforming how insurance agents grow, serve, and succeed.
Understanding the Impact of the Inflation Reduction Act on Medicare & Prescription Drugs with Bill Hepscher of Canadian Med Store.
360, hosts discuss the latest updates from the Medicare conference and delve into the impact of the Inflation Reduction Act on prescription drugs. Featuring special guest Bill Hepscher from Canadian Med Store, the conversation explores the current landscape of high-cost prescription ...
In this episode of Insurance 360, Bob and Rob are joined by special guest Christian Brindle. Christian, known for his multiple podcasts and extensive experience in the insurance industry, discusses the importance of succession planning for insurance agents. The conversation covers the necessity of incorporating your business, the process of buying and valuing books of business, and the impact of technology in the in...
In this episode of Insurance 360, Bob and Rob engage in an in-depth discussion with Jon Enenbach, Vice President for Senior Health Brokerage Sales at Mutual of Omaha, and Jeff Ganow, Senior Vice President for Senior Health at Mutual of Omaha. The conversation sheds light on the current state of the Medicare Supplement (MedSup) market, its challenges, and the regulatory landscape. Discover the impact of COVID-19 on c...
In this episode of Insurance 360, hosts Bob and Rob discuss the aftermath of the Super Bowl with Jamie Sarno from AmeriLife, who is an expert on ancillary insurance products. They delve into the importance of adding supplementary insurance policies, especially during the Open Enrollment Period (OEP), to cover gaps in Medicare Advantage plans. Jamie shares his extensive background in the insurance industry and emphas...
In this episode of Insurance 360, Bob and Rob welcome special guest Nick Palo, Assistant Vice President of Marketing at Pinnacle Financial Services. Nick, with his 18 years of industry experience, shares insights on best practices and strategies for working with top agents and agencies. The conversation covers the evolution of the Medicare marketplace, the importance of planning and strategizing, and how to navigate...
Join us as we dive into the latest developments in the Medicare industry, including major changes to the AEP and SEP regulations. Bob and Rob discuss how these modifications are impacting Medicare agents and their strategies for the coming year. We are joined by Nicky Skubal from Aetna, who brings her expert insight on dual eligible plans (D-SNPs) and Special Enrollment Period (SEP) changes. Learn about the new mont...
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