4-12-21 Meeting -NEW OPPORTUNITY

With updates to our internal process and a new product offering, making it much easier to help those who are choosing Medicare Advantage plans.

This is our internal office meeting from April 12, 2021:

See the video:<[email protected]@>

     


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New Internal Numbers are In: 04-05-21 Meeting

Our new internal numbers are in, comparing March of 2021 to March of 2020.

That, and a WHOLE lot of other updates in this week's office meeting for April 5, 2021.

See the video:

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March 22, 2021 Office Meeting

Federal Employee Health Benefits, Trial Right Scenarios, Credit Card Premium Payments?

And more topics from our weekly internal office meeting.

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Closing on the First Call | 03-15-21 Office Meeting

We discussed Part D start dates, tracking closing ratios, and why folks do not close on the first call.

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Follow-up | March 8 2021 internal office meeting & CIGNA Webinar

We discussed changes with CIGNA, how we got something changed with US FIRE, and the importance of follow-up.

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02-22-21 Defending Clients – Office Meeting & AETNA Update Webinar

Wellcare is at it again with their old tactic of trying to convert our Part D customers into MAPD customers (and cutting out the agent, of course.)

Mutual of Omaha launching lower rates in a few states, Aetna with a new Life product, and a dental product you've probably never heard of before – quite enticing.

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<[email protected]@>

     


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Georgia Emergency SEP through March 2021

 

Georgia has declared a Special Election Period pertaining to Medicare, for those folks who did not / could not exercise their options during the typical Annual Election Period.  This special period impacts Medicare Advantage and Part D plans and runs through March 31, 2021.

See what this means, and carrier notices on this, below:
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Screening Too Early, LTC, and More | Office Meeting 02-15-21

We lost a potential client because they called in, saying they wanted a particular carrier (that we do not write) and we sent them on their way.

We addressed that today, along with long-term care, along with various other topics like client reviews, etc.

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Creating a Client Experience: 2-1-21 Meeting

Do you create a memorable client experience with your phone calls?
Doing so means that your clients are far more likely to refer you to their friends and family.
This is one of the topics we covered in this agency meeting, held 02/01/2021.
Also, updates on Accendo expansion and US Fire Medicare Supplement, IASADMIN, and CSG Quote Engine..

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Accendo Medicare Supplement (Updates)

Update as of February 26, 2021:|
Aetna is expanding (CA and OR will be a huge opportunity!):



The Accendo Medicare Supplement launch was: March 13, 2020

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01-25-21 Meeting – CLOSING and Covid Deaths

Closing Medicare Sale

We covered the death of our clients recently, closing the sale, and more ways to get them to answer the phone.

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01- 11- 2021 Medicare Update & Opportunities

Medicare Agent Training Chris Westfall

Our meeting today covered improvements in our process, things we are experiencing and how to fix them, and opportunity updates for California's birthday rule.

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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 mentioning other products we help with, and more.

     


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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 new client, write them a policy and get them approved, and yet still get paid zero or next to nothing…

     


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AEP Continues..

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

Here is a list of extensions… Special Enrollment Periods.
As to an extension of AEP due to COVID, that is not happening in early 2021.

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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 office. See the video:   <[email protected]@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “11232020OfficeMeeting”,”description”: “This video contains 11232020OfficeMeeting”,”thumbnailUrl”: “https://embed.vidello.com/71/85cxsgx5s560ht9o/video/splash.jpg”,”uploadDate”: “2020-11-23T17:15:58.000Z”,”duration”: “PT18M53S”} Mentioned in this…

     


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Meeting Update: 11-16-2020

Updates about what we are experiencing with carriers during the AEP for 2021. Also, reminders of the opportunities with carriers and states we have covered recently in webinars.   See the video:   <[email protected]@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “111620”,”description”: “This video…

     


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How Do You Respond to Advantage Commercials?

Medicare Advantage commercials fill the airwaves on every television network. Hundreds of MILLIONS of dollars are being spent to lure seniors out of their original Medicare and into HMO's where it seems like they promise everything short of unicorns and…

     


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