January 6, 2025 Internal Sales Meeting

Welcome to 2025.. A quick look at how our office did in December and tips on more sales... sharing best practices. Meeting Notes: All Office December Sales Numbers 854 applications 618 Medicare Sup or MAPD (457 MedSup and 161 MA) 120 Dental and 55 Vision 41 HI 12 Cancer 33% cross sale of HI/Cancer to MAPD 39% dental to new MedSup Cigna - pending policies “agent licensing review” ACE - pending policies Cancer Insurance - Cross-sales brainstorming and best practice sharing Gift Cards - Referrals Agent Comments / Issues / Tips Clients obtained new dental policies, and they’re reporting that their dentist offices do not recognize the plans. Mutual of Omaha dental insurance is offered in association with the DenteMax Plus dental network, which includes dentists from DenteMax, United Concordia Dental, and Connection Dental. Ameritas uses Metlife and Careington networks. (Our internal cheat sheet on dental plans.) 2. ACE - Processing, especially for GI Applications, has been horrible to deal with. TIP: Upload the GI Document at the time of the sale. Specifically, say what the document is in a very descriptive filename. The longer you wait to send the documents, the further down it moves in their priority list. 3. Cancer plan sales tips: Go straight to the carrier and why you’re recommending them. Mutual of Omaha: 10-year lookback, but lowest cost AETNA: 5-year lookback and has re-occurrence rider option “I put all my clients on…”

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