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Welcome to the Annual Enrollment Period October 15, 2019 – December 7, 2019 Our internal office meeting / AEP prep 10-14-19 {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “officemeeting101419″,”description”: “This video contains officemeeting101419″,”thumbnailUrl”: “https://embed.vidello.com/71/qo1a4j19w6gk3v3r/video/splash.jpg”,”uploadDate”: “2019-10-15T10:35:48.000Z”,”duration”: “PT36M12S”}Mentioned in the video: Capitol Life &…
We are ready and our tool is actually MUCH better than using Medicare.Gov We have been using this for two years, quite successfully. Video on the issues of Medicare trying to replace agents: The new look for PlanFinder on Medicare.gov…
Updates from this week that we spent in Washington, DC and what to expect in Medicare for this AEP and beyond.. {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “DCTrip1″,”description”: “This video contains DCTrip1″,”thumbnailUrl”: “https://embed.vidello.com/71/uushnj3wj97ibahk/video/splash.jpg”,”uploadDate”: “2019-08-29T12:01:16.000Z”,”duration”: 1574.29} NAHU is working on several legislative initiatives….
Joseph is 25 years old He joined MedicareAgentTraining.com on November 11, 2017 He is averaging 30 new clients per month in non-AEP months He is using 5 Telemarketers (Started with TrainedTelemarketers.com) His telemarketers use a predictive dialer He tracks his…
Update August, 2019: Everest is starting to take massive rate increase, obviously related to the fact that they accept more than their fair share of Guarantee Issue business. A.M Best has assigned Everest an “A+“ (Superior) rating, reflecting its current…
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….
New updates available on Medicare Advantage and how you can easily offer plan information and enrollments by phone and internet! This page covers, in detail: 1) How we are allowed to sell Medicare Advantage by phone (when most FMO's say…
As we covered in 2018, CSI entered into an agreement with CSO to run their Medicare Supplement. There is some news out of AM BEST this week on CSO. And, they are still outsourcing their new business, underwriting, support, and…
We have been using the “RadiusBob” (stupid name, eh?) CRM for years now. While it is not perfect, it is functional for the automations we have set up for it. Some of these integrations we use include: Automatic import of…
New E-App coming from Cigna… when? We don't know. There is no date yet announced for the implementation of “Express App 2.0”. The new E-App was announced literally TWO HOURS before the webinar showing how to use it. We…
You know what questions to ask. You know how to fill out an application, but you might be seeing your closing ratio slip and your cost per acquired lead is going up. Why? This is something we identified in our…
These updates cover AETNA, Mutual of Omaha companies, CIGNA, and Everest Re. Some good, some bad updates – but you need to know, and you won't get a company flyer on some of these updates! See the video: {“@context”:…
This is one of the presentations from a recent LIVE event we had for agents in Charleston, SC. Below, Robert explains some of the ways we use automation to make life easier with our CRM. If you use a different…
REMEMBER: YOU HEARD IT HERE, FIRST: As predicted in our Nashville meeting in early 2018, this shift of focus has now taken another great turn. More carriers are getting behind this initiative and it will be even better for agents…
Here is a recent example of cross-selling where a client needs additional items besides just the Medicare Supplement, and this is one example of how it can be done successfully… hear the call: {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “Eugene Cross Selling”,”description”:…
We had been using Join.Me for years and their free version was the absolute best, in that it gave a randomly-generated new number for each session. Now, they seem to have taken away the free option. So, now we have…
Have you seen a new ad for a brand new Medicare Supplement in your state? Is your phone ringing off the hook with all of the big FMO call centers telling you that you should get in on this brand…
Every FMO is pushing the new GTL Precision Care cancer plan, so we took a very close look at it. While it has lots of sizzle, with the price as much as 4 times the cost of normal, lump-sum Cancer…
As we have covered in the past, the California market is very unique from the rest of the country in that they have the Birthday Rule. This allows anyone with an existing Medicare Supplement plan to change to an equal…
LIVE EVENTS This event is two days, May 31st (Friday) and June 1st (Saturday). The event will be right near the Charleston SC airport all day Friday and Saturday. We will be going in-depth with lead generation, follow-up and sales…
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