We have been asked to help review and submit suggested changes to the 2023 Medicare & You Guidebook. Therefore, we are requesting YOUR help in this venture. Please note that this is a CMS draft copy and distribution is NOT…
Medicare Agent Training
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.)
New Medicare Rates for 2022 – November 15, 2021 Meeting
How we are fine-tuning and adding automation to help with clients screening.
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:
Incoming Call Process Overview
We discuss our incoming call protocol and best practices, as well as continuous improvements in our internal process.
See the video:
Getting them BACK on the phone – What NOT To Do | 6-14-21 Office Meeting
What NOT to say on the phone when calling back leads.
See the video:<[email protected]@>
06-07-21 Office Meeting – New (2) State Laws!
Revealing two changes to state laws that will create more opportunities for Medicare Supplement options.
See the video:<[email protected]@>
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:<[email protected]@>
4-12-21 Meeting -NEW OPPORTUNITY
With updates to our internal process and a new product offering, making it much easier to help those who are choosing Medicare Advantage plans.
This is our internal office meeting from April 12, 2021:
See the video:<[email protected]@>
01- 11- 2021 Medicare Update & Opportunities
Our meeting today covered improvements in our process, things we are experiencing and how to fix them, and opportunity updates for California's birthday rule.
Members only can … watch the video:
Agent Meeting 11/23 – Expectations and Ending AEP
Updates on setting proper client underwriting expectations, office communication during chaos, and internalizing the frustrations of clients outside of the office. See the video: <[email protected]@> Mentioned in this video, covered more in-depth here: Colorado and Every Plan F Person=…
Colorado S.E.P. for Plan F
Update on November 20, 2021: <[email protected]@> Colorado has…
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]@> See the Cigna Webinar about the Oregon…
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]@> To see more of our office meetings, click here. …
October 12 2020 Medicare Updates
October 12, 2020 Office Meeting Notes under the video. A TON COVERED HERE! To see more of our office meetings, click here. See the video: <[email protected]@> (There are Chapter Markers at the bottom of the Video Window. You can…
Medicare Update 10-05-2020
October 5, 2020 Office Meeting Notes under the video. To see more of our office meetings, click here. See the video: <[email protected]@> Included in this meeting: Medicare Advantage Folks who now want Medicare Supplement (underwriting process reminder) Part…
Medicare Update 09-21-2020
Tips for helping seniors during the Medicare AEP in this Monday Morning Meeting.
ManhattanLife Assurance Company Launches
ManhattanLife Assurance Company of America is launching across the country. This new product name will be replacing Western United Life and Manhattan Life Medicare Supplement in many states. This product has unique features including a household discount (married or living…
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:
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Click on the little man and send a support request:
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