What Did Independent Medicare Agents Learn at the URL Insurance Group Connections Conference 2025?

Levitate's team is back from a fantastic day at the 12th Annual URL Insurance Group Medicare Connections Conference in Hershey, PA. The energy at the Hershey Park Lodge was palpable, and we were thrilled to be among the 385 attendees—the highest number ever for this event! It was an incredible opportunity to connect with independent agents, discuss their biggest challenges, and share how stronger client relationships drive growth, especially as we approach the Annual Enrollment Period (AEP).

What Are the Top Challenges for Independent Medicare Agents Today?

One of the most valuable parts of the conference was simply listening. Speaking with so many independent insurance agents—including several current Levitate clients—we heard a clear set of priorities and pain points that are top-of-mind for the Medicare community.

The Top Pain Points for Independent Agents:

• Tech Overload: Agents are burdened by complex tech stacks, spending valuable time managing multiple systems instead of focusing on clients.
• Onboarding New Technology: The challenge of integrating new solutions without major disruption.
• System Disconnection: A lack of seamless, two-way communication between essential services and CRMs.
• Preparing for AEP: Finding more efficient and proactive ways to communicate with clients before the Annual Enrollment Period officially begins.
• Time Savings: Needing to answer common client questions before they call, reducing inbound calls and saving critical time during peak season.

These insights reinforce Levitate's mission: to simplify communication, strengthen client relationships, and help independent agents work smarter.

How Can Agents Proactively Connect with Medicare Clients?

Levitate's Marketing Specialist, Sam Molloy, addressed a full house during her breakout session, hosting 64 attendees in the Cocoa Ballroom. The session offered a brief, actionable introduction to how agents can leverage automation to build trust and drive business growth, specifically in the Medicare space.

Getting Ahead of the Turning 65 Conversation

In today's competitive environment, the most successful independent Medicare agents are those who engage clients before they need to make a decision.

• Proactive Communication: Levitate empowers independent agents to begin educating clients on future phases of life, such as transitioning to Medicare, up to 120 days prior to their 65th birthday. This establishes the agent as a trusted advisor long before a competitor can step in.
• Automated Campaigns: Our platform provides a library of pre-templated campaigns for email and social media, making it easy to send timely, compliant, and professional-sounding communications without hours of manual work.
• Proven Results: Levitate clients are already seeing significant success with these early engagement campaigns.

Thank You to URL Insurance Group

We extend a massive thank you to Sarah Ortega, CDMP, PCM, and the entire team at URL Insurance Group for organizing a truly valuable and high-impact event. It was an honor to be included in the conversation and support the independent agent community.

Our team, Sam and Katie, truly enjoyed their time at the Hershey Lodge. The connections made and the lessons learned will shape how Levitate continues to serve the Medicare and independent insurance agent community in the year ahead.

What’s Your Next Step to a Stronger AEP?

Are you an independent insurance agent looking to reduce your tech stack, save time, and automate your proactive client communication?

If the pain points we heard at the URL Conference resonated with you—especially getting a handle on your Turning 65 or AEP communication—now is the perfect time to explore a solution designed specifically for you.