December 6 End of AEP Meeting

One day left in AEP - the information needed to get us across the finish line! See this internal office meeting video below: See the video: Internal Agency Meeting Notes Hannah CRUNCH TIME - final sprint. Use every resource we have to get back to people as efficiently as possible. Text/email WORKS Don’t let people waste your time. We have to compress phone calls as short as possible right now. We’d love to chat another day but have to make sure everyone is taken care of FIRST. Hold all non-AEP-sensitive tasks until Dec 8. Need the PDP appt needed sheet to be a top priority. Need to check every single one of those and reach out to anyone who hasn’t replied to us yet. We Will have a list of people who need to complete their AICOEs shortly - need a volunteer to call/text those people. If someone is being overtly rude, take control and give them one chance to turn it around, then we are done. (I’m not talking about frustrated or confused people, I’m talking about people being straight-up nasty. I’m not sure if you were raised to think it was ok to tell someone to shut up, but please be respectful to me and my time. I am just trying to help you as you asked. Or, please don’t interrupt me while I’m trying to answer the question you asked, and I will be respectful and make sure I provide the same courtesy to you. If they continue to be nasty, we can refer them out or simply tell them we are not a good fit. Chris Federal Life - why are we not writing? - Better rates in MANY states - Mutual of Omaha E-App and Customer Service - Blue Button Integration with LIVE support available - Warning - there is an Application Fee that is not disclosed on the Application (Fix coming) New Radius Leads and Clients - Please put primary/only phone under Cell spot - ask if they can receive texts - this is our future and has been SUPER helpful during AEP! “Leave Us A Review” - Take this out of all templates where we have not delivered for the person. All quoting, back and forth e-mails, fixing problems, etc. ONLY when we have had a positive experience with a person all the way through. We are sabotaging our success here with 2 close calls in the last week. CIGNA UW cases - make sure they do the phone interview on their own. Don’t wait for the company to call. End of AEP - trying not to lose the people panicking when 12/7 means NOTHING to them. At least deliver this information to everyone we can as quickly as we can. Lost a lot last year who just simply called the bored agent who was sitting by the phone.

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