August 23, 21 Meeting – New Birthday Rule State and More

Illinois will have a Medicare Supplement Birthday Rule, beginning January, 2022. That, and other improvements to our internal process discussed: See the video: Notes from the meeting: Christopher Illinois has a new open enrollment period effect 1-1-22. “The individual is entitled to an annual open enrollment period lasting 45 days, commencing with the individual’s birthday, and the individual may purchase any Medicare supplement policy with the same issuer that offers benefits equal to or lesser than those provided by the previous coverage.” An individual will only be able to open enroll to the same insurer. (Down to the name brand) - which means we can't use it to bring people from other agents/carriers. Compensation will be paid as GI. Aetna Medicare Supplement? Constant problems with this again when they call Medicare and they see "American Continental" as not Aetna as the supplement. Let them know to expect this. We need to make sure we are letting them know what brand name will be showing up on everything for them so there is no confusion. Explaining deductible on Plan N and G. They're not getting it. Hannah Preparing to prepare (busy work vs. productivity) Ask yourself, “what resulted from the time I just spent on that task?” We need to make sure we are putting as detailed notes as possible when adding tasks. Admin Team: We have to make sure we are putting our initials on every note in radius, as well as, putting detailed notes. Whenever anyone is in a client’s radius they should be able scan the notes to see exactly who has spoken with the client and have an understanding of what they spoke about. This is very important Policy number - please add to the client (tracking) sheet. We are a team working together toward a common goal. This means that every action you take (or don’t take) has a direct impact on someone else in this office. Consistently making the same mistakes over and over again sends a message that you don’t care about the impact you have on other people. Post-Sale-Emails - please do not send these if we are not actually submitting the application.

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