02-22-21 Defending Clients – Office Meeting & AETNA Update Webinar

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.

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Georgia Emergency SEP through March 2021

 

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:
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Screening Too Early, LTC, and More | Office Meeting 02-15-21

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.

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Creating a Client Experience: 2-1-21 Meeting

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..

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AEP Continues..

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.

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Agent Meeting 11/23 – Expectations and Ending AEP

Updates on setting proper client underwriting expectations, office communication during chaos, and internalizing the frustrations of clients outside of the office. See the video:   <!@split@> Mentioned in this video, covered more in-depth here: Colorado and Every Plan F Person=…

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Meeting Update: 11-16-2020

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:   <!@split@> Mentioned in this video, covered more…

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How Do You Respond to Advantage Commercials?

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…

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AEP Triage and Our Numbers for October

Usually, I'm a kind of private guy – I know, sounds weird with having a website sharing everything we are doing, but it's true. Here, for the first time in the 8 year history of MedicareAgentTraining.com, I am showing what…

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October 19 Medicare Update

October 19, 2020  Office Meeting Notes under the video. Very short meeting. To see more of our office meetings, click here.   See the video: <!@split@> To see more of our office meetings, click here.  …

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October 12 2020 Medicare Updates

October 12, 2020  Office Meeting Notes under the video. A TON COVERED HERE! To see more of our office meetings, click here.   See the video: <!@split@> (There are Chapter Markers at the bottom of the Video Window. You can…

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Medicare Update 10-05-2020

October 5, 2020  Office Meeting Notes under the video. To see more of our office meetings, click here.   See the video: <!@split@>   Included in this meeting: Medicare Advantage Folks who now want Medicare Supplement (underwriting process reminder) Part…

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All Things Marketing 2020-2021

In this very in-depth agent consultation, we went over tips, tools, and resources we've used to be found online. As we are busy ramping up for AEP, we might not get a chance to get back here and detail/document all…

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Office Meeting September 28 2020

In this week's office meeting, we covered the Blue Shield (CA) household discount, Aetna Medicare Supplement prep for AEP and 1/1 effective dates, Manhattan Life's new $3,000 benefit option and more. See the video: To see more of our office…

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