Internal improvements, Chris' experience settling a life insurance policy he sold to a family member, and sales conversations we are failing to have and need to improve upon.
See meeting notes under the video:
Approved Membership
Approved members can see these items.
New Year, New Agency – January 9, 2023
January starts new chapter at SSN. Our internal office meeting from January 9, 2023.
See meeting notes under the video:
Med Supp Carrier Stealing Clients – Important to Know| 12-22-22 Meeting
Post-AEP Wrap, including the January through March opportunity of MAOEP and more.
See meeting notes under the video:
Final Push During AEP – Tweaks and Expectations
AEP almost done – making our final push with improvements
See meeting notes under the video:
October 31, 2022 Internal Office Meeting – Improvements during AEP
AEP things to add, improvements to process, and more.
See meeting notes under the video:
October 24 ’22 Internal Meeting – AEP Tweaks & Fixes
AEP Appointment management, handing the PDP and MAPD appointments ahead of time and managing expectations with clients when you have too few appointment spots for AEP. These and more topics during the height of AEP.
See meeting notes under the video:
October 17, 2022 Internal Office Meeting | AEP Started
AEP Underway, Streamlining Process, IAS TPA Tips, CIGNA MAPD update, and more.
See meeting notes under the video:
Medicare Advantage News Bites | 10-10-22 Meeting
Talking points you can use during AEP and things you need to know.
See meeting notes under the video:
2023 Part D Landscape | What You Need to know
This is an update for the landscape of what is available and what it will look like for our contracted agents, both on their direct-to-consumer portal (M.I.D.) and LeadAdvantage Pro tools that we use for client enrollments. This information was accurate as of October 5, 2022.
See the video update:
AEP Starts – October 3, 2022 Internal Office Meeting
AEP begins.. what we have done to get ready and how we are improving processes, mentally and technically.
See meeting notes under the video:
Mutual of Omaha Updates – San Diego Trip
Shady Carriers Stealing Clients? 09-19-22 Internal Office Meeting
When carriers take your clients behind your back and other process improvements in communication to help AEP be easier than ever before.
See meeting notes under the video:
MANDATORY Call Recording Starting October 1, 2022
I have mentioned how to do this in previous webinars, but today it really saved my skin, and here's how it can save you, too.
Now, it is required by CMS that all agents record ALL calls that sell, service, or talk about Medicare Advantage or Part D plans.
This should have been done from the beginning, and here's why:
Sept 12 2022 Internal Meeting – E-mail & Hospital Indemnity Improvements
Improvement for Client Communications and more..
See meeting notes under the video:
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:
Prep for AEP – Getting Ready – 08-22-22 Internal Office Meeting
AHIP is done in our agency, and carrier certifications have almost all been completed for AEP.
Lots of updates, reminders, and internal policy improvements here.
See meeting notes under the video:
Cigna Medicare Supplement UPDATE – August 2022
This is an update from Cigna from August 10, 2022.
They are expanding, lowering rates, and have an incredible household discount..
See the competitive analysis when it is explained:
Medicare Timelines, HSA, LA Birthday Rule, and more udpates: 08-08-22 Office Meeting
Lots of updates, reminders, and internal policy improvements here.
See meeting notes under the video:
He GOT CANCER!
You WILL feel horrible when your client says this to you, too.
See the notes under the video:
JUL 25, ’22 Internal Office Meeting – Medicare Updates
Part B MOOP in Congress, and internal process improvements.
See meeting notes under the video:
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