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…
Updates on AEP Preparations and state changes
See meeting notes under the video:
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:
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:
See meeting notes under the video:
See meeting notes under the video:
Post-AEP Wrap, including the January through March opportunity of MAOEP and more.
See meeting notes under the video:
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:
Talking points you can use during AEP and things you need to know.
See meeting notes under the video:
This is an update from Cigna from August 10, 2022.
They are expanding, lowering rates, and have an incredible household discount..
See the competitive analysis when it is explained:
Internal process improvements and Objections – What Clients are Saying
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London, Santa Fe, and Albuquerque – Three meetings with top producers in three weeks..
Here are some inside-industry updates and takeaways from these meetings (more to come, too.)
Updates and best practices from a meeting last week with other top-performing agency leaders, and verbal Scope of Appointment!
See this internal office meeting video below:
AETNA has a great final expense program going on that you should know about.
If you have a client that does not already have a Medicare Supplement? Write them with the Accendo Final Expense plan.
But…
How we are fine-tuning and adding automation to help with clients screening.
See this internal office meeting video below:
See the video:
Also, our process improvements for AEP and what to expect.
Surviving AEP means starting with the right frame of mind. We cover agency improvements and important reminders.
See this internal office meeting video below:
See the video:
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