Internal Agency Weekly Office Meetings

Some agents ask if they could visit our offices. As we have grown offices four times in the past four years, there is still not enough space to have outside agents join our time for our daily routines very often. As such, we decided to recorded one of our recent office meetings and give a "behind-the-scenes" example of what we do here on a regular basis. Going over calls, looking for best practices, reviewing new products available, and talking about industry trends - these are things we do weekly. Take a look... Most recent videos are at the top: August 4, 2020 Office Meeting Client expectations on timeframes with the top carriers right now, Chik Fil'A vs. McDonald's experience, and other housekeeping items. - July 27, 2020 Office Meeting Long pauses during a normal phone conversation, or the application process, can lose the sale. It makes the client feel awkward and cringe. Keeping the conversation flowing, while multi-tasking and filling in information that you may already have the information for, is the sign of a true professional. Update on Cigna National Health Insurance Co in IN, SC, PA with a 2-party-required 15% spouse discount, notifying clients of recorded calls, how many Part D selections can someone in their Initial Election Period (IEP) make? ... and more: - July 20, 2020 Office Meeting After being out for one week (working from home for everyone) due to the Corona Virus, most of us were back in the office where we caught up on process improvements, new carrier launches like ManhattanLife Assurance, and the importance of having integrity in the workplace. July 6, 2020 Office Meeting Getting ready for AEP and general housekeeping items. March 18, 2020 Virtual Meeting 1 During Pandemic October 7, 2019 Meeting Links referenced in the 10/7/19 meeting: * Anthem Contracting (they pay full comp on G.I.) * Capitol Life Medicare Supplement * Underwriting Cheat Sheet Online September 23, 2019 Meeting August 19, 2019 Meeting: (See Chapters to Skip Ahead) August 12, 2019 Meeting: (See Chapters to Skip Ahead) August 5, 2019 Meeting: (with Chapters and Notes Underneath) Mentioned in the meeting: VoiceMail Drops - Super Effective Way to Reach YOUR people (Do not use this for cold calling, only for those who have asked for info.) https://medicareagenttraining.com/how-to-reach-leads-more-efficiently/ How to Get Found Online Webinar Google Chrome address to put in address bar, then click "DISABLE" after updating to latest version: chrome://flags/#omnibox-ui-hide-steady-state-url-trivial-subdomains July 29, 2019 Meeting: July 8, 2019 Meeting: Mentioned in the video: Convertri - what we are using for landing pages for online advertising. It is super fast and loads from Google servers. See here. A landing page is better than a typical website because it directs the user to one specific action item - entering their information. June 17, 2019 Meeting: June 10, 2019 Meeting 28:10 in the video: Robert's research into the Mutual of Omaha Critical Illness Policy (must buy before turning 65): " It is about $10/mo more than a CHAS plan and about $20/mo more than a Cancer only or Heart Attack/Stroke only plan. It covers both of those and much more so I think the cost difference is warranted but I'm not sure how clients will react to it. The underwriting is obviously going to be a little stricter with the additional coverage as well. They ask about: Ever: HIV, AIDS, ARC, any AIDS-related conditions In the last 10 years: Internal cancer, malignant tumors, lymphoma, leukemia, or melanoma Any disease, disorder, or abnormality of the heart or blood vessels Kidney function, Alzheimer's/Dementia/Cognitive Impairment Chronic liver disease (including cirrhosis & Hep B and C Eye or Ear disorder/disease Neurological condition (MS, Parkinson's, Seizures, Muscular Dystrophy Organ Transplant Pulmonary Fibrosis Severe Chronic Lung Disease In the last 3 years: Any treatment or tests where the results are pending, not received, abnormal, or were inconclusive for ruling out cancer, heart, or blood vessel conditions Any treatment or tests where the results are pending, not received, abnormal, or were inconclusive for any medical condition. 64 y/o in SC for $10k MOO Critical Illness $44.04/mo Optional ICU rider up to $1k benefit - ~$15.50/mo After checking many other states, it seems that the plan ranges from $40.28/mo to $48.52/mo for 64 y/o and $10k benefit. I don't believe we'd be able to sell more than $10k benefit amounts. $20k is almost $90/mo.

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Internal Agency Weekly Office Meetings

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