London, Santa Fe, and Albuquerque – Three meetings with top producers in three weeks..
Here are some inside-industry updates and takeaways from these meetings (more to come, too.)
Industry News
Feb 28, 2022 Office Meeting
Updates and best practices- always improving.
Our February 2022 monthly numbers included gains of 77.83% growth in total number of applications and 142.67% increase in Medicare Supplement applications vs. February of 2021.
See this internal office meeting video below. Notes from the meeting are under the video.
Feb 7 2022 Meeting – Industry Updates
Updates and best practices from a meeting last week with other top-performing agency leaders.
See this internal office meeting video below:
January 10, 2022 Office Meeting
Office policy reminders/changes, and update on Wellcare for the AEP people..and Medicare Trivia
See this internal office meeting video below:
December 13th AEP Results and More
AEP stats are in and where we go from here.
See this internal office meeting video below:
See the video:
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:
New Medicare Rates for 2022 – November 15, 2021 Meeting
How we are fine-tuning and adding automation to help with clients screening.
See this internal office meeting video below:
See the video:
AETNA Final Expense – ADD to Medicare Supplement
AETNA has a great final expense program going on that you should know about.
If you have a client that does not already have a Medicare Supplement? Write them with the Accendo Final Expense plan.
But…
Automated Screening for Underwriting: 11-08-2021 Office Meeting
How we are fine-tuning and adding automation to help with clients screening.
See this internal office meeting video below:
See the video:
Process Improvements for AEP Nov 1, 2021 Meeting
How we are fine tuning and adding automation to help with clients screening.
See this internal office meeting video below:
See the video:
CMS Enforcement to Begin? October 11 2021 Meeting
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:
WARNING: For those recommending GOODRx
If you have been recommending that your senior clients utilize GoodRx for determining the best local source for their drugs, this is something you will want to know.
GoodRx has entered into an exclusive agreement with GoHealth to provide Medicare plan information and marketing to all GoodRx users.
This means that, for every person you have referred to GoodRx, they are now being marketed through that platform to get their Medicare insurance needs now met through GoHealth.
Here is the press release – click here.
We will have a solution for our agents and members to this situation very shortly – stay tuned!
September 13, 2021 – Medicare Trivia and Carrier Updates
There are MANY scenarios in the world of Medicare.
Here, we go over a few that agents VERY often get wrong.
See the video:
August 23, 21 Meeting – New Birthday Rule State and More
Illinois will have a Medicare Supplement Birthday Rule, beginning January, 2022.
That, and other improvements to our internal process discussed:
See the video:
Incoming Call Process Overview
We discuss our incoming call protocol and best practices, as well as continuous improvements in our internal process.
See the video:
June 12, 21 Office Meeting – Improving Our Process
Collaborating on how we can prevent problems with client enrollments, and other things we need to improve in our shop.
Notes under the video..
See the video:<
Dental + Vision + Hearing: Best Plan We’ve Found
Important Update: June 29, 2021: Video from our LIVE event in Charleston June 26 with a new product announcement from Manhattan Life: In addition to their existing, competitive Dental, Vision & Hearing plan – Manhattan Life has announced their DVH…
Gaylan Hendricks on Effective Cross-Selling
Gaylan Hendricks has a proven track record of setting records and creating unique products for our industry.
She is the creative force behind the Aetna Cancer plan and the super popular Manhattan Life dental/vision/hearing plan, among others.
Gaylan came to Charleston to talk with our folks about how and why to bring up these critically important topics.
06-07-21 Office Meeting – New (2) State Laws!
Revealing two changes to state laws that will create more opportunities for Medicare Supplement options.
See the video:<[email protected]@>
5-10-21 Office Meeting | Growth Update & National General Med Supp
Growth Updates, Russian Hackers, National General Medicare Supplement Review, and LIVE Charleston Agent Event..
This is our internal office meeting from May 10, 2021:
See the video:<[email protected]@>
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