Approved members can see these items.
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]@>
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:
We had an open and free event discussing all things marketing – how to market your insurance agency. The Replay: …
Federal Employee Health Benefits, Trial Right Scenarios, Credit Card Premium Payments?
And more topics from our weekly internal office meeting.
Members-only can … watch the video:
<[email protected]@>
We discussed Part D start dates, tracking closing ratios, and why folks do not close on the first call.
Members-only can … watch the video:
<[email protected]@>
We discussed changes with CIGNA, how we got something changed with US FIRE, and the importance of follow-up.
Members-only can … watch the video:
<[email protected]@>
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.
Members-only can … watch the video:
<[email protected]@>
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:
<[email protected]@>
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.
Members can watch the video here:
The meeting is over, see below for the recording.
Link below:
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..
Members-only can … watch the video:
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
<[email protected]@>
We covered the death of our clients recently, closing the sale, and more ways to get them to answer the phone.
Members-only can … watch the video:
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.
Members only can … watch the video:
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.
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…
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.
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…
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…
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…
Our
Podcast
Answering
Your
Frequently-Asked Questions
