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:
One day left in AEP – the information needed to get us across the finish line!
See this internal office meeting video below:
See the video:
One week left in AEP – the information needed to get us across the finish line!
See this internal office meeting video below:
See the video:
We discuss our incoming call protocol and best practices, as well as continuous improvements in our internal process.
See the video:
Updates about what we are experiencing with carriers during the AEP for 2021. Also, reminders of the opportunities with carriers and states we have covered recently in webinars. See the video: <!@split@> Mentioned in this video, covered more…
Tips for helping seniors during the Medicare AEP in this Monday Morning Meeting.
August 31, 2020 Office Meeting Notes under the video. To see more of our office meetings, click here. <!@split@> Anyone struggling with Premiums→ AEP we can move to MAPD Aetna customer service issues & looking for other carriers that…
Make sure to check out the August 4, 2020 office meeting client expectations on timeframes with the top carriers right now, Chik Fil'A vs. McDonald's experience, and other housekeeping items. See our internal meeting here: https://medicareagenttraining.com/agency-weekly-office-meetings/ …
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