Post-AEP Wrap, including the January through March opportunity of MAOEP and more.
See meeting notes under the video:
office meeting
We are NOT a Non-Profit | 5/2/22 Office Meeting
How to communicate to clients that we are NOT a quoting service.
See meeting notes under the video:
Feb 7 2022 Meeting – Industry Updates
Updates and best practices from a meeting last week with other top-performing agency leaders, and verbal Scope of Appointment!
See this internal office meeting video below:
January 10, 2022 Office Meeting
Office policy reminders/changes, and update on Wellcare for the AEP people..and Medicare Trivia
See this internal office meeting video below:
4-26-21 Office Meeting – NEW: ALLSTATE
With updates Medicare, a new proposed Medicare system, a new benefit from FEMA to our clients, and how to get leads back on the phone…
This is our internal office meeting from April 19, 2021:
See the video:<!@split@>
Meeting Update: 11-16-2020
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…
Office Meeting September 28 2020
In this week's office meeting, we covered the Blue Shield (CA) household discount, Aetna Medicare Supplement prep for AEP and 1/1 effective dates, Manhattan Life's new $3,000 benefit option and more. See the video: To see more of our office…
Working from Home During the Pandemic
All of the staff in our agency is now working from home. This is a snippet of our first virtual meeting. Skip ahead to the 12-minute mark if you want to see my take on the Pandemic and our response….
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