October 24 ’22 Internal Meeting – AEP Tweaks & Fixes

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.

 

See meeting notes under the video:

     


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2023 Part D Landscape | What You Need to know

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.


See the video update:

     


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MANDATORY Call Recording Starting October 1, 2022

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:

     


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He GOT CANCER!

You WILL feel horrible when your client says this to you, too.

See the notes under the video:

     


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