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.

01- 11- 2021 Medicare Update & Opportunities

Our meeting today covered improvements in our process, things we are experiencing and how to fix them, and opportunity updates...

01-04-21 Meeting – Medicare Updates & News

MA OEP lasts until March 31st. The importance of using a CRM and documenting every conversation. What we learned about...

OE, GI, UW Review – Meeting 12-28-20

In today's office meeting, we reviewed Open Enrollment, Guarantee Issue, and Underwriting scenarios as they pertain to Medicare Supplement timelines....

Improving Process – 12/21/20 Office Meeting

Our internal agency office meeting for 12/21/2020, where we cover process improvements, selling in Missouri, California, and New York, specifically,...

Losing Money – Avoid It – Office Meeting 12/14/20

Losing money is not a very good way to run a business. There are situations where you can obtain a...

AEP Continues..

The Annual Enrollment Period for Part D and MAPD is usually October 15 to December 7th. This year, though, things...

How to go from a Medicare Advantage to a Medicare Supplement Plan

UPDATE: December 2020 The big carriers, Aetna, Cigna, Mutual of Omaha, et al have made it known that they have...

Agent Meeting 11/23 – Expectations and Ending AEP

Updates on setting proper client underwriting expectations, office communication during chaos, and internalizing the frustrations of clients outside of the...