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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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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January starts new chapter at SSN. Our internal office meeting from January 9, 2023.
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Post-AEP Wrap, including the January through March opportunity of MAOEP and more.
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AEP almost done – making our final push with improvements
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AEP things to add, improvements to process, and more.
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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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AEP Underway, Streamlining Process, IAS TPA Tips, CIGNA MAPD update, and more.
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Talking points you can use during AEP and things you need to know.
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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.
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AEP begins.. what we have done to get ready and how we are improving processes, mentally and technically.
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Notes from the pre-AEP Mutual of Omaha trip to San Diego 09/27 to 09/30/2022.
When carriers take your clients behind your back and other process improvements in communication to help AEP be easier than ever before.
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I have mentioned how to do this in previous webinars, but today it really saved my skin, and here's how it can save you, too.
Now, it is required by CMS that all agents record ALL calls that sell, service, or talk about Medicare Advantage or Part D plans.
This should have been done from the beginning, and here's why:
Improvement for Client Communications and more..
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ACE and AFLAC Medicare Supplements, and more.
Lots of updates, reminders, and internal policy improvements here.
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AHIP is done in our agency, and carrier certifications have almost all been completed for AEP.
Lots of updates, reminders, and internal policy improvements here.
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This is an update from Cigna from August 10, 2022.
They are expanding, lowering rates, and have an incredible household discount..
See the competitive analysis when it is explained:
Lots of updates, reminders, and internal policy improvements here.
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You WILL feel horrible when your client says this to you, too.
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Part B MOOP in Congress, and internal process improvements.
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