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:
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:
Process improvements and updates on AEP business.
Agenda is below the video:
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:
AEP things to add, improvements to process, and more.
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AEP Underway, Streamlining Process, IAS TPA Tips, CIGNA MAPD update, and more.
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Talking points you can use during AEP and things you need to know.
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Lots of updates, reminders, and internal policy improvements here.
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You WILL feel horrible when your client says this to you, too.
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Dealing with difficult people and the coming shift to Medicare Advantage..
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We did an internal look at our numbers for the past few months.
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Chris
Internal process improvements and Objections – What Clients are Saying
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Medicare Advantage in the news again..
Today, we talked about news in the Medicare Advantage world, including the proliferation of employer-sponsored Medicare Advantage plans and how they can vary greatly from the commercially-available Advantage plans.
See this internal office meeting video below. Notes from the meeting are under the video.
Updates and best practices from a meeting last week with other top-performing agency leaders, and verbal Scope of Appointment!
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Focus on clients leaving an employer plan for Medicare and MUCH more.
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AEP stats are in and where we go from here.
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Surviving AEP means starting with the right frame of mind. We cover agency improvements and important reminders.
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Buyer's Remorse happens after nearly every transaction. How can it be prevented?
Also, preparing for AEP – what to tell our clients NOW.
Notes under the video..
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We discuss our incoming call protocol and best practices, as well as continuous improvements in our internal process.
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Collaborating on how we can prevent problems with client enrollments, and other things we need to improve in our shop.
Notes under the video..
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