We announced a new agency manager for SSN and discussed a little-known impact of the “Inflation Reduction Act” that will impact millions of seniors for AEP at the end of 2024. Don't miss this (around 36 minutes into the video).
See the notes 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:
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:
Wrapping up AEP – what are the highest priorities right now..
See the video… agenda is under the video here:
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…
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:
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.
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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..
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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:
AEP Preparations and a couple carrier updates…
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:
AEP almost done – making our final push with improvements
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:
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