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Marketing Medicare Supplements

AEP Underway – 10-16-23 Meeting

AEP is underway and we are making great progress with the automation we are using to put incoming calls and form leads where they belong..
Here is our internal office meeting, followed by a sales-only meeting and what we need to remember during AEP.

Notes are under the video below:

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Marketing Medicare Plans – Just So You Know

Agents are always bewildered when they learn that you can market Medicare Supplement plans without a Scope of Appointment, carrier and CMS-approved advertising scripts, etc. Most agents that come to us have only been trained on everything having to do…

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AEP Prep, July 24, ’23 Meeting

Trying to make preparations now so that AEP can run as smoothly as possible.
Updates on Wellcare, Mutual of Omaha's collaboration, and other coming MAPD plans for 2024.

See meeting notes under the video:

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October 24 ’22 Internal Meeting – AEP Tweaks & Fixes

AEP Appointment management, handing the PDP and MAPD appointments ahead of time and managing expectations with clients when you have too few appointment spots for AEP. These and more topics during the height of AEP.

 

See meeting notes under the video:

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Cigna Medicare Supplement UPDATE – August 2022

This is an update from Cigna from August 10, 2022.
They are expanding, lowering rates, and have an incredible household discount..

See the competitive analysis when it is explained:

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Feb 7 2022 Meeting – Industry Updates

Updates and best practices from a meeting last week with other top-performing agency leaders, and verbal Scope of Appointment!

 

See this internal office meeting video below:

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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…

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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:

 

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