Approved members can see these items.
See the video on the Wellcare billing situation and other post-AEP surprises for some seniors, regarding their drug plans in 2020: See the members-video and resource document below it: Here is the document that outlines what is going on…
Welcome to the POST-Annual Enrollment Period {See the Video Below!!!} January 1 to March 31, 2020 Now the second fun season begins! We are now heading into what was before called the “Medicare Advantage Disenrollment Period”. This is covered on…
We are ready and our tool is actually MUCH better than using Medicare.Gov We have been using this for two years, quite successfully. Video on the issues of Medicare trying to replace agents: The new look for PlanFinder on Medicare.gov…
Updates from this week that we spent in Washington, DC and what to expect in Medicare for this AEP and beyond.. NAHU is working on several legislative initiatives. If you’re not a member, consider joining www.nahu.org Some things they…
Update January 2020: Citing losses that require closer supervision to what is being written, Everest has notified all contracted agents that their contracts are being terminated. They will now be marketed exclusively through one agency, as they continue to roll…
New updates available on Medicare Advantage and how you can easily offer plan information and enrollments by phone and internet! This page covers, in detail: 1) How we are allowed to sell Medicare Advantage by phone (when most FMO's say…
As we covered in 2018, CSI entered into an agreement with CSO to run their Medicare Supplement. There is some news out of AM BEST this week on CSO. And, they are still outsourcing their new business, underwriting, support, and…
We have been using the “RadiusBob” (stupid name, eh?) CRM for years now. While it is not perfect, it is functional for the automations we have set up for it. Some of these integrations we use include: Automatic import of…
New E-App coming from Cigna… when? We don't know. There is no date yet announced for the implementation of “Express App 2.0”. The new E-App was announced literally TWO HOURS before the webinar showing how to use it. We…
You know what questions to ask. You know how to fill out an application, but you might be seeing your closing ratio slip and your cost per acquired lead is going up. Why? This is something we identified in our…
These updates cover AETNA, Bankers Fidelity, Mutual of Omaha companies, CIGNA, and Everest Re. Some good, some bad updates – but you need to know, and you won't get a company flyer on some of these updates! See the…
This is one of the presentations from a recent LIVE event we had for agents in Charleston, SC. Below, Robert explains some of the ways we use automation to make life easier with our CRM. If you use a different…
REMEMBER: YOU HEARD IT HERE, FIRST: As predicted in our Nashville meeting in early 2018, this shift of focus has now taken another great turn. More carriers are getting behind this initiative and it will be even better for agents…
Here is a recent example of cross-selling where a client needs additional items besides just the Medicare Supplement, and this is one example of how it can be done successfully… hear the call: …
Have you seen a new ad for a brand new Medicare Supplement in your state? Is your phone ringing off the hook with all of the big FMO call centers telling you that you should get in on this brand…
As we have covered in the past, the California market is very unique from the rest of the country in that they have the Birthday Rule. This allows anyone with an existing Medicare Supplement plan to change to an equal…
LIVE EVENTS This event is two days, May 31st (Friday) and June 1st (Saturday). The event will be right near the Charleston SC airport all day Friday and Saturday. We will be going in-depth with lead generation, follow-up and sales…
What would it be like to travel the world, full-time, and work less than 20 hours a week on building your residual income? See the video: Find out, in this interview with Ross in New Zealand: Q&A After the Video:…
So this is something we have never done before. We turned on cameras and left them running all day. Capturing just a few of the things that happened in our office, to keep it shorter than 8 hours, you now…
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