In this internal office meeting, we discuss the CMS Memo addressing the misleading Medicare Advantage commercials that are playing on the television non-stop. Also, our process improvements for AEP and what to expect. See the video: UPDATE 10/13/201 FROM SMS COMPLIANCE (INTERNAL VIDEO) OFFICE MEETING NOTES: (You can Skip Ahead to Chapters with the Dots in the Video) Hannah \tMLIC DVH - Clients WILL NOT get a policy in the mail. We need to make sure they understand this and look for the copy we are emailing them. \t(2:29) Lead Follow up \tAdd to your SSN Google calendar reminders for follow-up. (Stack during your No Appt time so it doesn’t change your availability) \tBest way to make sure they are easily available and don’t fall through the cracks. \t(3:45) Activity vs productivity \tSometimes we have to disrupt our usual processes. \tShouldn’t be sending the same emailed canned response to a VM lead that we have had contact with as one that we have NOT had contact with \tAccomplish as much in one phone call at once (work smarter, not harder) \t(8:36) Heightened emotions during stressful times \tTalk TO each other when you have an issue (or to me, Chris, or Nicole) \tHave patience with each other (that means everyone) \tTake a deep breath and LISTEN \t(13:30) Saturday Sign up Sheet Reminder \tWe can always have more people than there are slots on the sheet, but that’s the minimum we’d like to be at. (still lots of empty spots) \tYou can pick up a Saturday later, but it helps us with scheduling appts if we know ahead of time. \tCan work from home on Saturdays, if needed, BUT will be watching activity and productivity closely. Robert \t(16:30) (NEW EMAIL FOR INTERNAL FOLKS) - agents can forward emails here to go straight onto the Admin Task sheet \tThis is for customer service issues only (not leads) \tNot for detailed plan explanations, etc. \t(17:59) How to look up people on StartPartD.com (Medicare Insurance Direct sites our agents get) \tLogin info on our internal “Carrier Logins Sheet” \tMake sure to check & verify the 2021 or 2022 link \t(19:01) (Internal use only) Double Check “Viewing As” on MLIC. Should say SSN, LLC in top left corner \t(19:36) Tuesday computer update - Do Not do the Windows 11 update, disregard it until further notice Chris \t(20:13) The misleading MAPD commercials - CMS finally looking at them! See the CMS Memo Document Here \t(25:26) Reminder - process to leave MAPD and go back to Medicare w/ Supplement \t(28:00) Reminder - Wellcare has 6 plans going to 3 - big disruption - people will be angry \t(29:17) How to deal with people we cannot help, in a nice way. \t(29:42) Suicidal is homicidal - how to deal with these people. \t(32:53) When to cut off Underwritten cases for January 1 effective (MAPD people) \t(33:52) Federal Life option to go from HDG to Plan G at one-year anniversary \t(34:26) Part B Premium and Deductibles for 2022 Federal Life HDG -to- Plan G without Underwriting (commission resets to year one, too!) Click this link for Federal Life contracting (administered and reinsured by Mutual of Omaha) State Status Filed Date Approval Date System Install Comments AZ Approved 6/17/2021 6/25/2021 7/15/2021 CO Filed 6/29/2021 FL Approved 6/21/2021 8/9/2021 10/28/2021 GA Approved 6/22/2021 6/23/2021 7/15/2021 KY Approved 6/25/2021 8/4/2021 10/28/2021 MI Approved 6/18/2021 7/19/2021 10/28/2021 NC Approved 6/18/2021 8/4/2021 10/28/2021 NJ Approved 7/1/2021 9/30/2021 10/28/2021 PA Filed 6/18/2021 TN Approved 6/25/2021 8/10/2021 10/28/2021 VA Correction: EOB format change is completed, getting ready for filing.