Internal process improvements and Objections – What Clients are Saying
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05-16-22 Internal Meeting | Objections
Internal process improvements and Objections – What Clients are Saying
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We are NOT a Non-Profit | 5/2/22 Office Meeting
How to communicate to clients that we are NOT a quoting service.
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2023 Medicare & You (SNEAK PEEK)
We have been asked to help review and submit suggested changes to the 2023 Medicare & You Guidebook. Therefore, we are requesting YOUR help in this venture. Please note that this is a CMS draft copy and distribution is NOT…
Major Industry Updates – 4/11/22 Internal Office Meeting
London, Santa Fe, and Albuquerque – Three meetings with top producers in three weeks..
Here are some inside-industry updates and takeaways from these meetings (more to come, too.)
Danielle Kunkle Roberts on Building a Medicare Empire
At our 2021 Medicare Agent Training workshop in Charleston, South Carolina, we had many of the industry's top agency owners share their best practices and what was most instrumental in building their businesses. Danielle Kunkle Roberts is one of the…
DCE to ACO – What does it mean???
There has been much discussion in the media recently about the Direct Contracted Entity (DCE) model, where provider organizations were allowed to contract with Medicare, directly. This was a pilot program run by CMS and will now be ending. This…
Aetna Industry Awards from 2021
In 2021, instead of an awards trip, like normal, AETNA did virtual awards show that they streamed online. This is just a blip of that show.. there were many winners across many different categories, and we actually missed the LIVE…
March 7 2022 Office Meeting
Medicare Advantage in the news again..
Today, we talked about news in the Medicare Advantage world, including the proliferation of employer-sponsored Medicare Advantage plans and how they can vary greatly from the commercially-available Advantage plans.
See this internal office meeting video below. Notes from the meeting are under the video.
Feb 28, 2022 Office Meeting
Updates and best practices- always improving.
Our February 2022 monthly numbers included gains of 77.83% growth in total number of applications and 142.67% increase in Medicare Supplement applications vs. February of 2021.
See this internal office meeting video below. Notes from the meeting are under the video.
Feb 7 2022 Meeting – Industry Updates
Updates and best practices from a meeting last week with other top-performing agency leaders.
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January 10, 2022 Office Meeting
Office policy reminders/changes, and update on Wellcare for the AEP people..and Medicare Trivia
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January 3, 2022 Focus on Leaving Employer Plan for Medicare
Focus on clients leaving an employer plan for Medicare and MUCH more.
See this internal office meeting video below:
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December 13th AEP Results and More
AEP stats are in and where we go from here.
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December 6 End of AEP Meeting
One day left in AEP – the information needed to get us across the finish line!
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Nov 29 2021 Internal Office Meeting – Almost done with AEP
One week left in AEP – the information needed to get us across the finish line!
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New Medicare Rates for 2022 – November 15, 2021 Meeting
How we are fine-tuning and adding automation to help with clients screening.
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AETNA Final Expense – ADD to Medicare Supplement
AETNA has a great final expense program going on that you should know about.
If you have a client that does not already have a Medicare Supplement? Write them with the Accendo Final Expense plan.
But…
Automated Screening for Underwriting: 11-08-2021 Office Meeting
How we are fine-tuning and adding automation to help with clients screening.
See this internal office meeting video below:
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Process Improvements for AEP Nov 1, 2021 Meeting
How we are fine tuning and adding automation to help with clients screening.
See this internal office meeting video below:
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