Incoming Call Process Overview
We discuss our incoming call protocol and best practices, as well as continuous improvements in our internal process. See the...
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Medicare Agent Training
Your Place for Support & Updates
Medicare sales training for agents.
Constant updates and helpful webinars provide exclusive access
to trends and emerging opportunities for agents.
June 12, 21 Office Meeting – Improving Our Process
Collaborating on how we can prevent problems with client enrollments, and other things we need to improve in our shop....
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Dental + Vision + Hearing: Best Plan We’ve Found
Important Update: June 29, 2021: Video from our LIVE event in Charleston June 26 with a new product announcement from...
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Gaylan Hendricks on Effective Cross-Selling
Gaylan Hendricks has a proven track record of setting records and creating unique products for our industry. She is the...
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Hiring and Growing an Agency – What We Do
Hannah spoke at our LIVE event in Charleston in June 2021 on what we have figured out in hiring staff...
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Ameritas NEW Product Sneak Peak
Ameritas was at our LIVE event in Charleston and announced new product offerings that will start in July, 2021. Here...
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Getting them BACK on the phone – What NOT To Do | 6-14-21 Office Meeting
What NOT to say on the phone when calling back leads. See the video:<[email protected]@> (more…)
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06-07-21 Office Meeting – New (2) State Laws!
Revealing two changes to state laws that will create more opportunities for Medicare Supplement options. See the video:<[email protected]@> (more…)
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05-24-21 Office Meeting – Remembering What is Important
Always working to fine-tune our focus, this week we discussed how we can better communicate with our new clients. This...
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5-10-21 Office Meeting | Growth Update & National General Med Supp
Growth Updates, Russian Hackers, National General Medicare Supplement Review, and LIVE Charleston Agent Event.. This is our internal office meeting...
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