We announced a new agency manager for SSN and discussed a little-known impact of the “Inflation Reduction Act” that will impact millions of seniors for AEP at the end of 2024. Don't miss this (around 36 minutes into the video).
See the notes under the video:
Major industry news is coming, and we are discussing improvements in our client communication and tracking processes.
Notes are under the video:
We talk about our response to the Cigna changes, whose client communications go out 3/15/24, and discuss options for Veterans who utilize the VA for all of their medical care.. Should they start Part B?
Notes under the video:
Cigna is sunsetting the CHLIC brand for Medicare Supplement.
However, this differs significantly from what we have seen in the industry with simple name changes or block of business sales.
Please see below for details and resources:
A Medicare Supplement carrier has indicated they will no longer accept new business after April 1, 2024. Details:
AEP Results Recap
Video:
Correction to the Video:
It is not Blue Shield of CA that is rejecting (in December) MAOEP Medicare Supplement applications until January 1.
It is United American / Globle Life. They say they can be submitted January 1 for February 1 effective dates.
See the video:
Wrapping up AEP – what are the highest priorities right now..
See the video… agenda is under the video here:
These changes are set to take effect December 15, 2023 and will affect all states, where approved.
The video addresses many more underwriting questions that will be added and various changes to the interpretation of certain conditions.
See the video:
This is a super-easy add-on sale and process for anyone with a Medicare Advantage plan.
Now, it is a guaranteed issue for ages 60 to 79! No health questions!
See the video from our impromptu sales gathering.
Vetted places that clients can go to save money on drugs..
The significant 2024 impact of the Inflation Reduction Act (Max OOP on RX, already)
How to take back control of long-winded AEP conversations
and more..
AEP is underway and we are making great progress with the automation we are using to put incoming calls and form leads where they belong..
Here is our internal office meeting, followed by a sales-only meeting and what we need to remember during AEP.
Notes are under the video below:
This is an update as of October 12, 2023 on the LAPRO tool for face-to-face or phone enrollments for Medicare Advantage or Part D.
See the video:
Here's the video – notes are underneath:
In this meeting on October 2, 2023, we discussed our new internal policy on gathering the Scope of Appointment for Medicare Advantage appointments and other AEP preparations.
The meeting agenda is posted under the video below. Also, the Blue Shield Underwriting Holiday details for California and updates on Woodmen of the World, Oklahoma, and other topics, such as how to avoid the most common car crashes and what to do after a crash..
See the video:
Here, we will show the latest guidance on the Annual Election Period and beyond for 2024 with regard to Medicare Advantage and Part D marketing.
Remember, Medicare Supplements do not follow Scope of Appointment or generalized MAPD marketing rules.
See the videos:
Scope of Appointment, Spouses, best practices and MORE state changes
See meeting notes under the video:
Updates on AEP Preparations and MORE state changes
See meeting notes under the video:
Updates on AEP Preparations and state changes
See meeting notes under the video:
Updates on: LASSO, Mutual of Omaha, GPM, Woodmen of the World, and others:
See meeting notes under the video:
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