December 4, 2023 Internal Office Meeting
Wrapping up AEP - what are the highest priorities right now.. See the video... agenda is under the video here:...
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Medicare Agent Training
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AARP -UHC Supplement Changes for 2024
These changes are set to take effect December 15, 2023 and will affect all states, where approved. The video addresses...
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Process Improvements – MID-AEP – 11-20-23
Process improvements and updates on AEP business. Agenda is below the video: (more…)
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Confusion with Preferred Pharmacies and Part D Insights
Insight from the SMS pharmacist on staff, explaining the pharmacy costs when it, at first, appears confusing. There is also...
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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...
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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...
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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...
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Drug Help, Control the AEP Conversation – Mtg 10-30-23
Vetted places that clients can go to save money on drugs.. The significant 2024 impact of the Inflation Reduction Act...
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Changing Things Around Here – 10-23-23 Office Meeting
Notes will be under the video: (more…)
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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...
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