Automated Screening for Underwriting: 11-08-2021 Office Meeting

How we are fine-tuning and adding automation to help with clients screening. See this internal office meeting video below: See the video: Notes from the meeting: AGENDA Hannah Crunch time - avoid distractions. Take a break if you need a break, but focus when you are working. Avoid phone tag... If they text us back, text them to find out their situation and send them the correct booking link. Txt/email links. Let them know in the VM you leave that you are sending it to them that way so we can get them on the calendar ASAP Don’t tell someone what their Part B premium will be. We can send them the chart to look for themselves, but we don’t know what their income two years ago was to give them an accurate cost. https://seniorsavingsnetwork.org/underwritten now has basic health questions screening on there. We are using this to redirect folks via text and e-mail to triage incoming appointment requests. Chris Remember Part B deductible changes for 2022 and resets every January See the referenced Facebook Post Here. Skilled Nursing - MAPD vs. Medicare Supplement - See the Doc Here See: Skilled Care vs. Custodial Care Flyer from Medicare

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