Wrapping up AEP – what are the highest priorities right now..
See the video… agenda is under the video here:
Business Planning
AARP -UHC Supplement Changes for 2024
These changes are set to take effect December 15, 2023 and will affect all states, where approved.
The video addresses many more underwriting questions that will be added and various changes to the interpretation of certain conditions.
See the video:
Process Improvements – MID-AEP – 11-20-23
Confusion with Preferred Pharmacies and Part D Insights
Insight from the SMS pharmacist on staff, explaining the pharmacy costs when it, at first, appears confusing. There is also a discussion on the “Max Out of Pocket” with Part D for 2024 and how that actually works.
He also talks about submitting a new application after the first one, if you had to. What are the options there when using our tools.
See the video and transcript:
CMS Accusation Against Our Agent | 11-13-23 Meeting
One of our external agents has been accused by CMS of handling a Medicare case wrongly. What is the right way to do it? What is the wrong day to do it? Also, an update on Wellabe applications and other…
Sales Huddle 11-09-23 Better Questions
This morning we checked in with the sales crew and talked about uncovering more opportunities within the existing calls and appointments that we are on. Our team is blowing it up this year vs. past years and we are always seeking that next level of improvement.
Video:
Super Easy Add-On Sales with Hospital Indemnity
This is a super-easy add-on sale and process for anyone with a Medicare Advantage plan.
Now, it is a guaranteed issue for ages 60 to 79! No health questions!
See the video from our impromptu sales gathering.
Drug Help, Control the AEP Conversation – Mtg 10-30-23
Vetted places that clients can go to save money on drugs..
The significant 2024 impact of the Inflation Reduction Act (Max OOP on RX, already)
How to take back control of long-winded AEP conversations
and more..
Changing Things Around Here – 10-23-23 Office Meeting
Notes will be under the video:
AEP Underway – 10-16-23 Meeting
AEP is underway and we are making great progress with the automation we are using to put incoming calls and form leads where they belong..
Here is our internal office meeting, followed by a sales-only meeting and what we need to remember during AEP.
Notes are under the video below:
Marketing Medicare Plans – Just So You Know
Agents are always bewildered when they learn that you can market Medicare Supplement plans without a Scope of Appointment, carrier and CMS-approved advertising scripts, etc. Most agents that come to us have only been trained on everything having to do…
UPDATE: LAPRO MAPD/PDP Enrollment Tool for AEP
This is an update as of October 12, 2023 on the LAPRO tool for face-to-face or phone enrollments for Medicare Advantage or Part D.
See the video:
October 9, 2023 Morning Secret
Here's the video – notes are underneath:
October 2 ,2023 Meeting – Scope of Appointment Stuff
In this meeting on October 2, 2023, we discussed our new internal policy on gathering the Scope of Appointment for Medicare Advantage appointments and other AEP preparations.
The meeting agenda is posted under the video below. Also, the Blue Shield Underwriting Holiday details for California and updates on Woodmen of the World, Oklahoma, and other topics, such as how to avoid the most common car crashes and what to do after a crash..
See the video:
AEP Marketing Rules
Here, we will show the latest guidance on the Annual Election Period and beyond for 2024 with regard to Medicare Advantage and Part D marketing.
Remember, Medicare Supplements do not follow Scope of Appointment or generalized MAPD marketing rules.
See the videos:
Sept 25, 2023 Meeting – SOA Talk & Birthday Rule
Scope of Appointment, Spouses, best practices and MORE state changes
See meeting notes under the video:
9/18/23 Office Meeting. More states with GI and AEP Prep
Updates on AEP Preparations and MORE state changes
See meeting notes under the video:
9/11/2023 Internal Office Updates
Updates on AEP Preparations and state changes
See meeting notes under the video:
August 28, 2023 Carrier Updates
Updates on: LASSO, Mutual of Omaha, GPM, Woodmen of the World, and others:
See meeting notes under the video:
August 14, 2023 Internal Office Meeting
Office improvements and encouragement to our critical administrative team.
See meeting notes under the video:
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