This is a very interesting product, indeed.. see the informative webinar and see for yourself how this might fit into your offerings…
Marketing Medicare Supplements
MAPD Trial Right & More + Pop Quiz | Weekly Meeting 5/1/23
See meeting notes under the video:
Aetna, Accendo & NYC Retirees | Weekly Meeting 4/3/23
Carrier Updates & Hedging for 2024 | Weekly Meeting 4/3/23
See meeting notes under the video:
New State Birthday Rule & More | Weekly Meeting 3/27/23
See meeting notes under the video:
Med Supp Carrier Stealing Clients – Important to Know| 12-22-22 Meeting
Post-AEP Wrap, including the January through March opportunity of MAOEP and more.
See meeting notes under the video:
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..
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