Improving office process and communication to clients.
This office meeting happened when Chris was on the Barcelona, Spain trip with Mutual of Omaha, so you'll see some of those video clips in this video.
Notes under the video:
Approved members can see these items.
Improving office process and communication to clients.
This office meeting happened when Chris was on the Barcelona, Spain trip with Mutual of Omaha, so you'll see some of those video clips in this video.
Notes under the video:
Major industry news is coming, and we are discussing improvements in our client communication and tracking processes.
Notes are under the video:
We talk about our response to the Cigna changes, whose client communications go out 3/15/24, and discuss options for Veterans who utilize the VA for all of their medical care.. Should they start Part B?
Notes under the video:
Cigna is sunsetting the CHLIC brand for Medicare Supplement.
However, this differs significantly from what we have seen in the industry with simple name changes or block of business sales.
Please see below for details and resources:
Our calls can last 20 minutes or longer, even when the answer is delivered within two minutes. The only way we are going to reach all those waiting for our help is by taking control of the call and ending the call when necessary.
Meeting notes under the video:
Updates from the industry and better ways to communicate to make sure that scheduled appointments are not a waste of time.. join the discussion from February 26, 2024.
Notes under the video:
Internal agency meeting from February 12, 2024. Notes are under the video below:
A Medicare Supplement carrier has indicated they will no longer accept new business after April 1, 2024. Details:
AEP Results Recap
Video:
Correction to the Video:
It is not Blue Shield of CA that is rejecting (in December) MAOEP Medicare Supplement applications until January 1.
It is United American / Globle Life. They say they can be submitted January 1 for February 1 effective dates.
See the video:
Wrapping up AEP – what are the highest priorities right now..
See the video… agenda is under the video here:
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 and updates on AEP business.
Agenda is below the video:
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:
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…
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:
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.
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..
Notes will be under the video:
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: