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:

     


Member Login Button

Questions?

Click Here

 

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:

 

     


Member Login Button

Questions?

Click Here

 

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:

     


Member Login Button

Questions?

Click Here

 

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]@>

     


Member Login Button

Questions?

Click Here