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Approved Membership
Approved members can see these items.
Aetna, Accendo & NYC Retirees | Weekly Meeting 4/3/23
URGENT: ACCENDO Medicare Supplement Update
THIS IS HUGE!
Carrier Updates & Hedging for 2024 | Weekly Meeting 4/3/23
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Humana Med Supp – Great Changes!
Humana announced many new changes to their product line.. while their E-App still leaves MUCH to be desired, these new changes make their product more attractive for long-term client retention and satisfaction. Make sure to watch the briefing all the way to the end.. lots of new good things here:
New State Birthday Rule & More | Weekly Meeting 3/27/23
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Part B Things You Might Not Know – 03-06-23 Meeting
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02-13-23 Meeting | Improving Sales Process & Loss of Medicaid
Millions of seniors will be losing their Medicaid in the next few months.
What kind of opportunity is this? It could be huge.
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02-06-23 Meeting | Timing Issues and More
Internal improvements and guests in our meeting.. See meeting notes under the video:
Improving the Sales Process – January 23, 2023 Internal Sales Meeting
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.
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New Year, New Agency – January 9, 2023
January starts new chapter at SSN. Our internal office meeting from January 9, 2023.
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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.
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Final Push During AEP – Tweaks and Expectations
AEP almost done – making our final push with improvements
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October 31, 2022 Internal Office Meeting – Improvements during AEP
AEP things to add, improvements to process, and more.
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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.
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October 17, 2022 Internal Office Meeting | AEP Started
AEP Underway, Streamlining Process, IAS TPA Tips, CIGNA MAPD update, and more.
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Medicare Advantage News Bites | 10-10-22 Meeting
Talking points you can use during AEP and things you need to know.
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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.
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Mutual of Omaha Updates – San Diego Trip
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