We talk about our response to the Cigna changes, whose client communications go out 3/15/24, and discuss options for Veterans who utilize the VA for all of their medical care.. Should they start Part B?
Notes under the video:
Medicare Advantage Training
After December 7th, Enrollments Continue
See the video:
Sales Huddle 11-09-23 Better Questions
This morning we checked in with the sales crew and talked about uncovering more opportunities within the existing calls and appointments that we are on. Our team is blowing it up this year vs. past years and we are always seeking that next level of improvement.
Video:
Super Easy Add-On Sales with Hospital Indemnity
This is a super-easy add-on sale and process for anyone with a Medicare Advantage plan.
Now, it is a guaranteed issue for ages 60 to 79! No health questions!
See the video from our impromptu sales gathering.
Marketing Medicare Plans – Just So You Know
Agents are always bewildered when they learn that you can market Medicare Supplement plans without a Scope of Appointment, carrier and CMS-approved advertising scripts, etc. Most agents that come to us have only been trained on everything having to do…
UPDATE: LAPRO MAPD/PDP Enrollment Tool for AEP
This is an update as of October 12, 2023 on the LAPRO tool for face-to-face or phone enrollments for Medicare Advantage or Part D.
See the video:
October 2 ,2023 Meeting – Scope of Appointment Stuff
In this meeting on October 2, 2023, we discussed our new internal policy on gathering the Scope of Appointment for Medicare Advantage appointments and other AEP preparations.
The meeting agenda is posted under the video below. Also, the Blue Shield Underwriting Holiday details for California and updates on Woodmen of the World, Oklahoma, and other topics, such as how to avoid the most common car crashes and what to do after a crash..
See the video:
AEP Marketing Rules
Here, we will show the latest guidance on the Annual Election Period and beyond for 2024 with regard to Medicare Advantage and Part D marketing.
Remember, Medicare Supplements do not follow Scope of Appointment or generalized MAPD marketing rules.
See the videos:
Sept 25, 2023 Meeting – SOA Talk & Birthday Rule
Scope of Appointment, Spouses, best practices and MORE state changes
See meeting notes under the video:
9/18/23 Office Meeting. More states with GI and AEP Prep
Updates on AEP Preparations and MORE state changes
See meeting notes under the video:
August 28, 2023 Carrier Updates
Updates on: LASSO, Mutual of Omaha, GPM, Woodmen of the World, and others:
See meeting notes under the video:
Industry and Carrier Updates | Weekly Meeting 6/26/23
See meeting notes under the video:
MAPD Trial Right & More + Pop Quiz | Weekly Meeting 5/1/23
See meeting notes under the video:
Part B Things You Might Not Know – 03-06-23 Meeting
See meeting notes under the video:
02-13-23 Meeting | Improving Sales Process & Loss of Medicaid
Millions of seniors will be losing their Medicaid in the next few months.
What kind of opportunity is this? It could be huge.
See meeting notes under the video:
October 31, 2022 Internal Office Meeting – Improvements during AEP
AEP things to add, improvements to process, and more.
See meeting notes under the video:
2023 Part D Landscape | What You Need to know
This is an update for the landscape of what is available and what it will look like for our contracted agents, both on their direct-to-consumer portal (M.I.D.) and LeadAdvantage Pro tools that we use for client enrollments. This information was accurate as of October 5, 2022.
See the video update:
5-23-22 Medicare Trivia You Should Know
Internal process improvements and Objections – What Clients are Saying
See meeting notes under the video:
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:
5-10-21 Office Meeting | Growth Update & National General Med Supp
Growth Updates, Russian Hackers, National General Medicare Supplement Review, and LIVE Charleston Agent Event..
This is our internal office meeting from May 10, 2021:
See the video:<!@split@>
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