Improving office process and communication to clients.
This office meeting happened when Chris was on the Barcelona, Spain trip with Mutual of Omaha, so you'll see some of those video clips in this video.
Notes under the video:
Medicare Advantage
Veteran Medicare Answers – 3/11/24 Internal Meeting
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:
Medicare Supplement Outlook Feb 26 2024 Updates
Updates from the industry and better ways to communicate to make sure that scheduled appointments are not a waste of time.. join the discussion from February 26, 2024.
Notes under the video:
December 18, 2023 Internal Agency Meeting
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.
After December 7th, Enrollments Continue
See the video:
Process Improvements – MID-AEP – 11-20-23
CMS Accusation Against Our Agent | 11-13-23 Meeting
One of our external agents has been accused by CMS of handling a Medicare case wrongly. What is the right way to do it? What is the wrong day to do it? Also, an update on Wellabe applications and other…
Sales Huddle 11-09-23 Better Questions
This morning we checked in with the sales crew and talked about uncovering more opportunities within the existing calls and appointments that we are on. Our team is blowing it up this year vs. past years and we are always seeking that next level of improvement.
Video:
Super Easy Add-On Sales with Hospital Indemnity
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.
Changing Things Around Here – 10-23-23 Office Meeting
Notes will be under the video:
AEP Underway – 10-16-23 Meeting
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:
UPDATE: LAPRO MAPD/PDP Enrollment Tool for AEP
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:
October 2 ,2023 Meeting – Scope of Appointment Stuff
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:
AEP Marketing Rules
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:
Sept 25, 2023 Meeting – SOA Talk & Birthday Rule
Scope of Appointment, Spouses, best practices and MORE state changes
See meeting notes under the video:
9/18/23 Office Meeting. More states with GI and AEP Prep
Updates on AEP Preparations and MORE state changes
See meeting notes under the video:
9/11/2023 Internal Office Updates
Updates on AEP Preparations and state changes
See meeting notes under the video:
August 28, 2023 Carrier Updates
Updates on: LASSO, Mutual of Omaha, GPM, Woodmen of the World, and others:
See meeting notes under the video:
AEP Prep & Carrier Updates 08-07-2023
AEP Preparations and a couple carrier updates…
See meeting notes under the video:
Medicare Updates JUL31,2023 Internal Meeting
Many updates on Medicare and internal process improvements
Updates on Wellcare, Accendo, Woodmen, etc.
See meeting notes under the video:
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