UPDATED: 2 New Carriers and Process Improvements for AEP

ACE and AFLAC Medicare Supplements, and more. Lots of updates, reminders, and internal policy improvements here. See meeting notes under the video: AGENDA Hannah New MLIC Writing # is on the Carrier Logins/Writing Numbers sheet. Make sure you are using the new on all applications. AFLAC Med Supp is now available- Also available on the Carrier Logins/Writing Numbers sheet. School is back in session- traffic will be heavier. Please make sure you plan your morning accordingly to be on time for work. Agent meeting links - Don’t forget we have the agent-specific links Ex: www.CallWithKendall.com Share the positive impact we are having on our clients Agents post when you save a client a bunch of money on their policy and tag the admin that did the intake to make it happen. Keep telling us when clients call in giving us compliments Show us the reviews that let the group see how they are impacting our clients for the better. Dress Code- Shoes Required Slippers are fine, but you need something on your feet while in the office. All Carrier Certs Due by 9/1 If you are missing something, I will follow up with you this week to track it down. Don’t email leads the same message over and over again. If they didn’t respond the first time, they likely won’t the second time. Try something new. If they submit an email with questions, answer the questions vs. sending the standard template with a booking link. Meet people where they are. Our preferred process is to schedule an appointment for leads to talk to an agent, but we need to be able to accommodate leads who do not want to make an appointment. If they want an email with info before scheduling an appointment, we can do that. (Especially if they come to us via Pure Chat or from filling out one of our forms online) We want to meet them in their comfort zone vs. losing them altogether. Chris ACE Medicare Supplement (from CHUBB) coming in September. Amazing rates and the highest rated Medicare Supplement there has been (A++). (See www.SellMedicareByPhone.com for AFLAC and ACE.) Don’t hide our cool hyperlinks by just saying “click here” with those words redirecting to the link. Our domains enhance our credibility when clients see them. Make sure we remind everyone we talk to about October 15th, when they can compare 2023 drug plans using StartPartD.com. Have them mark their calendars. Referrals to our office often do not know anything about us. Make sure they know we are not trying to “SELL” them on a plan. Tell them about seniorsavingsnetwork.org/youtube where they should subscribe and get more education about all-things Medicare. Where can we improve? On-going discussion What do we need? On-going discussion

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