March 22, 2021 Office Meeting

Federal Employee Health Benefits, Trial Right Scenarios, Credit Card Premium Payments? And more topics from our weekly internal office meeting. Members-only can ... watch the video: Hannah (Part 1 of 2) Admin- If someone has a question about a product during the scheduling process, make a note and let the agent answer. (Before the sale- not customer service after the sale) Why? This is part of the sales presentation and can disrupt the credibility and rapport they work really hard to build during the call. Answering the biggest question on their mind could cause them to make an upfront decision without the agent having had the chance to build value in the product. If we aren’t 100% sure of the answer, we DEFINITELY shouldn’t give them wrong info that could affect their buying decision. EX; Waiting periods - “yes” - but only on some services. The client decided not to get the policy, but the service they needed DOES NOT have a waiting period. What to say instead: “Oh Kendall is an expert with the DVH, should be able to tell you exactly what services do or don’t have waiting periods” Christopher (Part 2 of 2) FEHB - Federal Employee Benefits Unless they have dependents on FEHB, a Medicare Supplement and Part D plan are often cheaper when you do the comparison. Does the client want a credit card payment method? Just as bad as quarterly, semi & annual billing - expiration date on the credit card and mailed notices are always a problem. If someone really wants to pay by one of these options, we need to remind them that they will only receive one notice, by mail and they may possibly never receive it. CO Marketing update: Situation on SEP & Process (Currently seeing Accendo as what we are writing.) This was covered in detail here: https://medicareagenttraining.com/colorado-s-e-p-for-plan-f/ www.PlanFHelp.com is their website for information This is through June 30th and they are able to get out of any Plan F or Plan C All they need is proof of ID to whichever plan it was. When calling someone @ appt time, if phone out, try texting AND emailing, all else fails: SOC postcard Scenario: T65 first joins an MAPD plan. They then discover they hate it. What can they do? -Use their trial right. What if they join a Part D plan at first, then they do not like it, still within 3 months. What can they do? -They would have to wait until AEP and/or if they move to switch.

Recent Posts