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:
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…
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:
Here's the video – notes are underneath:
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:
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:
Scope of Appointment, Spouses, best practices and MORE state changes
See meeting notes under the video:
Updates on AEP Preparations and MORE state changes
See meeting notes under the video:
Updates on AEP Preparations and state changes
See meeting notes under the video:
Updates on: LASSO, Mutual of Omaha, GPM, Woodmen of the World, and others:
See meeting notes under the video:
Office improvements and encouragement to our critical administrative team.
See meeting notes under the video:
AEP Preparations and a couple carrier updates…
See meeting notes under the video:
Many updates on Medicare and internal process improvements
Updates on Wellcare, Accendo, Woodmen, etc.
See meeting notes under the video:
ALLSTATE MEDICARE SUPPLEMENT
“For over 90 years, Americans have trusted Allstate to protect their families and belongings. Today, as our product offerings keep expanding, we provide an even bigger circle of protection.”
And now, available to the independent Medicare broker.
Here's their webinar from July 28, 2023:
Trying to make preparations now so that AEP can run as smoothly as possible.
Updates on Wellcare, Mutual of Omaha's collaboration, and other coming MAPD plans for 2024.
See meeting notes under the video:
When the office A/C is out, it's already 82 degrees and climbing… you make other plans.
We moved to I-HOP for our meeting and this is what came out of it..
See meeting notes under the video:
See meeting notes under the video:
There are folks that excel in sales and folks that struggle in sales. The cause of each result can be traced back to the quality of conversations you're having with those you could help.
Notes for the meeting – and links to resources mentioned are under the video:
This is a very interesting product, indeed.. see the informative webinar and see for yourself how this might fit into your offerings…
See meeting notes under the video:
Our
Podcast
Answering
Your
Frequently-Asked Questions
