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.
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September 13, 2021 – Medicare Trivia and Carrier Updates

Chris Westfall Medicare Agent Training

There are MANY scenarios in the world of Medicare.
Here, we go over a few that agents VERY often get wrong.

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August 16, 2021 Meeting – Handling “I want to think about it”

Handling Medicare Objections


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.

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August 9, 2021 Meeting – Using Competitive Advantage

Sell Medicare Insurance by phone

Whatever YOUR competitive advantage is, use it!
If you do not have one yet, build it!

Notes under the video..

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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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04-19-21 Meeting – GET them TO Answer!

Insurance Phone Skills

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:

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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.

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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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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.

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01-25-21 Meeting – CLOSING and Covid Deaths

Closing Medicare Sale

We covered the death of our clients recently, closing the sale, and more ways to get them to answer the phone.

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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.

     


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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]@> {“@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…

     


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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…

     


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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”:…

     


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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…

     


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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…

     


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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…

     


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