Part B Things You Might Not Know – 03-06-23 Meeting
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02-13-23 Meeting | Improving Sales Process & Loss of Medicaid
Millions of seniors will be losing their Medicaid in the next few months. What kind of opportunity is this? It...
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02-06-23 Meeting | Timing Issues and More
Internal improvements and guests in our meeting.. See meeting notes under the video: (more…)
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Improving the Sales Process – January 23, 2023 Internal Sales Meeting
Internal improvements, Chris' experience settling a life insurance policy he sold to a family member, and sales conversations we are...
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New Year, New Agency – January 9, 2023
January starts new chapter at SSN. Our internal office meeting from January 9, 2023. See meeting notes under the...
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Med Supp Carrier Stealing Clients – Important to Know| 12-22-22 Meeting
Post-AEP Wrap, including the January through March opportunity of MAOEP and more. See meeting notes under the video: (more…)
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Final Push During AEP – Tweaks and Expectations
AEP almost done - making our final push with improvements See meeting notes under the video: (more…)
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October 31, 2022 Internal Office Meeting – Improvements during AEP
AEP things to add, improvements to process, and more. See meeting notes under the video: (more…)
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October 24 ’22 Internal Meeting – AEP Tweaks & Fixes
AEP Appointment management, handing the PDP and MAPD appointments ahead of time and managing expectations with clients when you have...
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October 17, 2022 Internal Office Meeting | AEP Started
AEP Underway, Streamlining Process, IAS TPA Tips, CIGNA MAPD update, and more. See meeting notes under the video: (more…)
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