We discuss our incoming call protocol and best practices, as well as continuous improvements in our internal process.
See the video:
Incoming Call Process Overview
Medicare training on how to sell Medicare Supplements by phone
Business Planning
June 12, 21 Office Meeting – Improving Our Process
Collaborating on how we can prevent problems with client enrollments, and other things we need to improve in our shop.
Notes under the video..
See the video:<
Dental + Vision + Hearing: Best Plan We’ve Found
Important Update: June 29, 2021: Video from our LIVE event in Charleston June 26 with a new product announcement from Manhattan Life: In addition to their existing, competitive Dental, Vision & Hearing plan – Manhattan Life has announced their DVH…
Gaylan Hendricks on Effective Cross-Selling
Gaylan Hendricks has a proven track record of setting records and creating unique products for our industry.
She is the creative force behind the Aetna Cancer plan and the super popular Manhattan Life dental/vision/hearing plan, among others.
Gaylan came to Charleston to talk with our folks about how and why to bring up these critically important topics.
Hiring and Growing an Agency – What We Do
Hannah spoke at our LIVE event in Charleston in June 2021 on what we have figured out in hiring staff and growing the business.
From assigning people to roles based on their strengths to challenges we've experienced along the way, Hannah covers a lot…
See the video:
Ameritas NEW Product Sneak Peak
Ameritas was at our LIVE event in Charleston and announced new product offerings that will start in July, 2021.
Here is the video:
06-07-21 Office Meeting – New (2) State Laws!
Revealing two changes to state laws that will create more opportunities for Medicare Supplement options.
See the video:<[email protected]@>
05-24-21 Office Meeting – Remembering What is Important
Always working to fine-tune our focus, this week we discussed how we can better communicate with our new clients.
This is our internal office meeting from May 24, 2021:
See the video:<[email protected]@>
5-10-21 Office Meeting | Growth Update & National General Med Supp
Growth Updates, Russian Hackers, National General Medicare Supplement Review, and LIVE Charleston Agent Event..
This is our internal office meeting from May 10, 2021:
See the video:<[email protected]@>
Improve Your Website, or Get Lost on Google Search
Google is implementing the “Page Experience Update” where they will begin penalizing websites that users might find annoying, slow, a bad experience, etc. There are a bunch of signals they are looking for and they are calling these “core web vitals.”
Here is a great explanation of what to look out for in your website and some suggestions on what you can do to fix these problems if they exist.
There are also some valuable resource links under the video:
4-26-21 Office Meeting – NEW CARRIER
With updates Medicare, a new proposed Medicare system, a new benefit from FEMA to our clients, and how to get leads back on the phone…
This is our internal office meeting from April 19, 2021:
See the video:<[email protected]@>
4-12-21 Meeting -NEW OPPORTUNITY
With updates to our internal process and a new product offering, making it much easier to help those who are choosing Medicare Advantage plans.
This is our internal office meeting from April 12, 2021:
See the video:<[email protected]@>
New Internal Numbers are In: 04-05-21 Meeting
Our new internal numbers are in, comparing March of 2021 to March of 2020.
That, and a WHOLE lot of other updates in this week's office meeting for April 5, 2021.
See the video:
Aetna Invited Chris as Guest Speaker – The Webinar on Being Found Online
Chris was the guest speaker for the national Aetna Virtual Town Hall webinar on March 24th.
The topic was Building Online Credibility.
Chris covered two of the three pillars for creating online traffic for free.
<[email protected]@>
March 22, 2021 Office Meeting
Federal Employee Health Benefits, Trial Right Scenarios, Credit Card Premium Payments?
And more topics from our weekly internal office meeting.
Members-only can … watch the video:
<[email protected]@>
Follow-up | March 8 2021 internal office meeting & CIGNA Webinar
We discussed changes with CIGNA, how we got something changed with US FIRE, and the importance of follow-up.
Members-only can … watch the video:
<[email protected]@>
Postal Service Delays Affect Insurance Policies (and Leads)
Agents have been saying, since the 4th quarter of 2020 that mail delays and disruptions have greatly affected the delivery of direct mail lead pieces and the return on investment into direct mail, altogether.
On March 6, 2021, the Maryland Insurance Administration notified agents and insurance carriers that the delays by the US Postal Service were affecting the delivery of premiums, and policy lapses were now a concern.
For agents considering the use or continued use of direct mail for their business, this should be of great concern.
This is ANOTHER REASON for clients to NEVER choose Monthly, Quarterly, or Annual PAPER billing OR a credit card, which is bound to expire and then, too, they miss the notices.
This phenomenon happens all the time, originally covered here:
https://medicareagenttraining.com/monthly-bank-draft-pay-annually-medicare-supplement/
<[email protected]@>
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.
Members-only can … watch the video:
<[email protected]@>
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:
<[email protected]@>
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.
Members can watch the video here:
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