Changing Things Around Here – 10-23-23 Office Meeting

Notes will be under the video: Meeting Notes: Chris Lyricc sold her first Cancer policy last week! Whoop whoop! High to low when making recommendations. Shock them with what they cannot afford and then go down. Understand the clients budget. If you are not sure what the resources/links you are sending to leads/clients contain, you should take a look. Clients are submitting a form on our webpage to ask a question, and we occasionally send them the link back to that same video/form to educate them - makes us look like we don’t care. MedicareAdvantageNearMe.com they can self-enroll or book with us. Fixed SignMyScope.com, MedicareOnDisability.com, CancerPlan.us If you see an error on our site, don’t just keep going, please tell Chris Created CancerPlan.us also, improvements on SSN.org, StartPartD.com What questions are we getting for which we don’t have a video/resource? VIDEO IDEA about U65 MAPD and the diff supps like Plan K and L Medicaid and Medicare cant have a supplement How to get on extra help Use Google, it's our friend then sitting and waiting for ppl to respond in chat.. Part A deductible, preventive things covered by Medicare, etc. etc. Examples: HSA contribution Additional Home care rider - WI you googled Under 65 and on Medicare: See the states at MedicareOnDisability.com and offer MAPD until 65 or Supplements in the states where we can write them (see that page.) Medicare Back Office will not help anyone under 65 at any time. We will. Clearspring Sanctioned Nicoles blurb about pictures Mikayla Happy Anniversary Chris and Nicole! Contact Information - please only put phone numbers/emails in the phone/email fields in Radius. Putting extra text or fake emails in the email field causes us to get more bounce backs when we send client notices and hurts our deliverability rate. Don’t want to get our email account flagged as spam If there is a common piece of information that we don’t have a field in Radius for (like a secondary email), let MK and KW know, so they can decide whether to create a new field or lock those notes at the top of their Radius. Second Email option is now available under additional information in the information tab of radius Medicare Supplement Rate Increase Postcards for those who we want to reach but could not All the booking confirmation e-mails now ask them to sign the SOA 2024 Verbal SOA If you make the radius please make sure to make the la pro as well Calendar Checks Make sure we are color-coding the NLVM, so the sales team can easily grab VMs when they have time to call and sell at the same time Sales Meeting Melanie attached at least 2 HI plans to MAPDs last week. How did she do it? What’s working? Spouse in the House - Should always be asking if they live with a spouse or partner. If so, we should review plans for both, offer ancillary benefits for both, and create a Radius for the Spouse if they are not yet 65 so we can reach out later. Renewals - if both spouses are clients, we always want to review both at the same time vs wasting time on two separate appointments (even if they do not have the same renewal dates) If you write a client’s spouse, take the time to do the current client’s renewal review at the same time. Saves time and allows us to make sure we don’t contradict any recommendations a few months later when the renewal comes around. ACE add an end date for the MAPD plan if we do this they will not ask us for proof of disenrollment letter LEAVING MEDICARE ADVANTAGE FOR MEDICARE SUPPLEMENT? Please put an END DATE FOR THE ADVANTAGE PLAN.. with ACE, etc. through the TPA - just by having an end date, they won't require proof of disenrollment. Just put 12/31/2023. Thank you. First to sell Hospital Indemnity policy today gets a $25 giftcard NLVM one call close gets a $50 giftcard for this week again If you do your own Scope for a future appointment, please make sure it’s noted on Calendar so someone checking calendar does not do it again The new WELLABE Hospital Indemnity GI Rule for ages 60-79 starts Nov 1st

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