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.

 

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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:

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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/

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Improving Process – 12/21/20 Office Meeting

Our internal agency office meeting for 12/21/2020, where we cover process improvements, selling in Missouri, California, and New York, specifically, and other items that help! <[email protected]@> Covered in this meeting: Listening for “Buyer's Remorse” in subsequent calls with questions from…

     


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