Post-AEP Wrap, including the January through March opportunity of MAOEP and more.
See meeting notes under the video:
Marketing Medicare Supplements
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:
Medicare Advantage News Bites | 10-10-22 Meeting
Talking points you can use during AEP and things you need to know.
See meeting notes under the video:
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:
05-16-22 Internal Meeting | Objections
Internal process improvements and Objections – What Clients are Saying
See meeting notes under the video:
Major Industry Updates – 4/11/22 Internal Office Meeting
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.)
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:
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:
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:
Surviving AEP and Life Tips
Surviving AEP means starting with the right frame of mind. We cover agency improvements and important reminders.
See this internal office meeting video below:
See the video:
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 16, 2021 Meeting – Handling “I want to think about it”
Do you ever get those automatic objections to moving forward?
Maybe it is, “I need to sleep on it.” or, “I need to talk to my ….”
We discuss that today and how Melanie and others get through it to take an application.
See the video:
August 9, 2021 Meeting – Using Competitive Advantage
Whatever YOUR competitive advantage is, use it!
If you do not have one yet, build it!
Notes under the video..
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:<
Getting them BACK on the phone – What NOT To Do | 6-14-21 Office Meeting
What NOT to say on the phone when calling back leads.
See the video:<[email protected]@>
04-19-21 Meeting – GET them TO Answer!
With updates Medicare, a new proposed Medicare system, a new benefit from FEMA to our clients, and how to get leads back on the phone…
This is our internal office meeting from April 19, 2021:
See the video:<[email protected]@>
Closing on the First Call | 03-15-21 Office Meeting
We discussed Part D start dates, tracking closing ratios, and why folks do not close on the first call.
Members-only can … watch the video:
<[email protected]@>
Postal Service Delays Affect Insurance Policies (and Leads)
Agents have been saying, since the 4th quarter of 2020 that mail delays and disruptions have greatly affected the delivery of direct mail lead pieces and the return on investment into direct mail, altogether.
On March 6, 2021, the Maryland Insurance Administration notified agents and insurance carriers that the delays by the US Postal Service were affecting the delivery of premiums, and policy lapses were now a concern.
For agents considering the use or continued use of direct mail for their business, this should be of great concern.
This is ANOTHER REASON for clients to NEVER choose Monthly, Quarterly, or Annual PAPER billing OR a credit card, which is bound to expire and then, too, they miss the notices.
This phenomenon happens all the time, originally covered here:
https://medicareagenttraining.com/monthly-bank-draft-pay-annually-medicare-supplement/
<[email protected]@>
Saturday Zoom Meeting 2/13/21
The meeting is over, see below for the recording.
Link below:
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