Wrapping up AEP - what are the highest priorities right now.. See the video... agenda is under the video here: Chris Do you have family members that need help? If you want our help, let’s put them at the front of our list NOW. We will make room & make it work. Calendars are all booked out further than usual. Expect more cancelations. Have been sending texts to all leads from the weekend (not in Radius)- They’re booking. Workflow - new lead VM will receive a text encouraging them to book directly. Changing incoming VM to direct to site to book there vs leaving VM’s. Mikayla The random MAPD Booking link is still open after Dec 7th. There are still 20 states with entire state SEPs; we can help review their plans with them. Put SPD on their as well/ can get an MAPD on website. If they have to call medicare they have to explain the SEP. I have made a separate list of them and have printed them off for everyone. The sheet includes the Incident that will be used as the reason for the SEP, the state involved and the incident period the lead must provide. I also had the end date just in case it was before the end of the year. There are a couple with 11/30 end dates. Admin, when booking and checking the calendar, check if they are in those states to see if we can help them before MAOEP Agents make sure to look at the list when looking at all options on how to help the lead New Booking Link: OEP Medicare Appointment Admin, these will be treated as MAPD appointments. We just changed the name so leads don’t call in, freaking out thinking we are only going to discuss MAPD policies on the call. This way, the agents will have all the information needed to sell them whichever policy is best for the lead. We will not be following up multiple times to get their drugs and doctors anymore. We will send them the link to provide that information and hope they do it before the appointment. If they don’t, it will be up to the sales agent to get on the call. We will still reach out to get the SOA multiple times if that still needs to be done immediately while booking. Sales Meeting Effective 12/15, new Underwriting Changes for AARP/UHC: https://youtu.be/fLzVpXxplXU Here are the changes to the UHC/AARP underwriting questions mentioned in the video: - The questionnaire in Section 7 has been moved up to Section 4 to appear before the underwriting questions. - The kidney question now includes "other than kidney stones" to clarify that kidney stones are not evaluated. - Section 6, the eligibility questions, has updates and additions to evaluate if a consumer can qualify for the plan. - Section 7A evaluates conditions within the past 5 years, including heart conditions, diabetes, liver and kidney diseases, ALS, MS, Alzheimer's, dementia, Parkinson's, and conditions requiring transplants. - Section 7B evaluates conditions within the past 2 years, including artery blockage, stroke, respiratory disorders, hemophilia, hepatitis, osteoporosis, and various psychological disorders. - Section 7C is a new section that evaluates conditions requiring certain treatments, such as skin grafts, blood transfusions, and infusions. These changes aim to streamline the underwriting process and ensure that the appropriate rate is assigned based on the consumer's medical conditions. If declined with ACE or US Fire, then you are going to get declined by the other.