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:<
June 12, 21 Office Meeting – Improving Our Process
Medicare training on how to sell Medicare Supplements by phone
Marketing Medicare Supplements
Getting them BACK on the phone – What NOT To Do | 6-14-21 Office Meeting
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:
Mutual of Omaha Watching You, Acupuncture, and More: 02-08-21 Meeting
There are some very interesting updates in the Medicare world this week.
We cover the Social Media Monitoring Policy of one of the insurance carriers and the new Medicare stance on Acupuncture, Short-Term Health Plans..and more.
Members-only can … watch the video:
<[email protected]@>
01-25-21 Meeting – CLOSING and Covid Deaths
We covered the death of our clients recently, closing the sale, and more ways to get them to answer the phone.
Members-only can … watch the video:
01-04-21 Meeting – Medicare Updates & News
MA OEP lasts until March 31st. The importance of using a CRM and documenting every conversation. What we learned about mentioning other products we help with, and more.
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]@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “122120officemeeting”,”description”: “This video contains 122120officemeeting”,”thumbnailUrl”: “https://embed.vidello.com/71/5iyxcxk2qaihcc33/video/splash.jpg”,”uploadDate”: “2020-12-21T17:55:12.000Z”,”duration”: “PT31M1S”} Covered in this…
Losing Money – Avoid It – Office Meeting 12/14/20
Losing money is not a very good way to run a business. There are situations where you can obtain a new client, write them a policy and get them approved, and yet still get paid zero or next to nothing…
Great New Opportunity
We constantly keep our eye out for unique opportunities that those agents, who still don't see by phone, just cannot take advantage of. This is one such opportunity. See the video!!! <[email protected]@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “oregongicigna”,”description”: “This video contains oregongicigna”,”thumbnailUrl”:…
How Do You Respond to Advantage Commercials?
Medicare Advantage commercials fill the airwaves on every television network. Hundreds of MILLIONS of dollars are being spent to lure seniors out of their original Medicare and into HMO's where it seems like they promise everything short of unicorns and…
October 19 Medicare Update
October 19, 2020 Office Meeting Notes under the video. Very short meeting. To see more of our office meetings, click here. See the video: <[email protected]@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “101920”,”description”: “This video contains 101920″,”thumbnailUrl”: “https://embed.vidello.com/71/s83zjckwd2i20yns/video/splash.jpg”,”uploadDate”: “2020-10-19T16:19:54.000Z”,”duration”: “PT6M35S”} To see more…
All Things Marketing 2020-2021
In this very in-depth agent consultation, we went over tips, tools, and resources we've used to be found online. As we are busy ramping up for AEP, we might not get a chance to get back here and detail/document all…
Hiring for Medicare Agents? Wait Just a Minute…
Many new members of Medicare Agent Training are coming from their independent discovery that there is a whole new world of Medicare out there that their agencies never told them about = Medicare Supplement.
Many of these agencies are running ads on Indeed and elsewhere, advertising for “jobs” that are commission-only and have various methods of contacting seniors for the SOLE purpose of selling Medicare Advantage plans.
Why is that?
The override for a new-to-Medicare Advantage client is HUGE, let me tell you (over $600 at FMO level).
Making over $150 to up to $300 per sale (the difference between what the agent will make) is a HUGE incentive to push Medicare Advantage vs. Medicare Supplement.
These new agents are discovering that they have been misled, or at least, left out of the education about the alternative to keeping Original Medicare and using a Supplement plan to fill in the gaps.
Be careful when looking for Medicare sales Jobs on Indeed!
See the video:
Lost a Client to MAPD Mid-Year?
An agent recently wrote in a support ticket that she had just lost a client to an Advantage plan and this happened for June 1st. She went on to say that this plan was not a Five Star Medicare Advantage…
Anthem Announces Voice Signature
Anthem (who also goes by the names of Empire Blue, Amerigroup and Unicare) has made it possible to use a voice signature for their Medicare Supplement line and Medicare Advantage. Here is their webinar on the topic, aired April 9,…
24-Year-Old Wrote 11 Cases Last Week, This is How:
This is an interview with Hunter. He lives in Ohio and sells 100% by telephone in multiple states.
Hunter talks about his lead generation method and what he says on the phone.
He came from a background with a Cancer insurance-focused agency and talks about his approach with that, too.
From how he schedules his day to how he unwinds at the end of the week, Hunter tells all in this informative and inspiring interview:
&
Keep it Simple – Getting Started Easily
Click on the little man and send a support request:
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