Welcome to 2025..
A quick look at how our office did in December and tips on more sales… sharing best practices.
Welcome to 2025..
A quick look at how our office did in December and tips on more sales… sharing best practices.
Here's what's happening in the AEP of 2024 for the plan year 2025.
And it's massive:
We had a visit Josh and Ahna at Devoted Health about what sets them apart from every other Medicare Advantage plan in the country.
Great things going on!
See the video:
AEP Results Recap
Video:
Correction to the Video:
It is not Blue Shield of CA that is rejecting (in December) MAOEP Medicare Supplement applications until January 1.
It is United American / Globle Life. They say they can be submitted January 1 for February 1 effective dates.
These changes are set to take effect December 15, 2023 and will affect all states, where approved.
The video addresses many more underwriting questions that will be added and various changes to the interpretation of certain conditions.
See the video:
Insight from the SMS pharmacist on staff, explaining the pharmacy costs when it, at first, appears confusing. There is also a discussion on the “Max Out of Pocket” with Part D for 2024 and how that actually works.
He also talks about submitting a new application after the first one, if you had to. What are the options there when using our tools.
See the video and transcript:
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…
Updates on AEP Preparations and MORE state changes
See meeting notes under the video:
Updates on AEP Preparations and state changes
See meeting notes under the video:
ALLSTATE MEDICARE SUPPLEMENT
“For over 90 years, Americans have trusted Allstate to protect their families and belongings. Today, as our product offerings keep expanding, we provide an even bigger circle of protection.”
And now, available to the independent Medicare broker.
Here's their webinar from July 28, 2023:
When the office A/C is out, it's already 82 degrees and climbing… you make other plans.
We moved to I-HOP for our meeting and this is what came out of it..
See meeting notes under the video:
See meeting notes under the video:
See meeting notes under the video:
See meeting notes under the video:
Humana announced many new changes to their product line.. while their E-App still leaves MUCH to be desired, these new changes make their product more attractive for long-term client retention and satisfaction. Make sure to watch the briefing all the way to the end.. lots of new good things here:
Talking points you can use during AEP and things you need to know.
See meeting notes under the video:
AEP begins.. what we have done to get ready and how we are improving processes, mentally and technically.
See meeting notes under the video:
Notes from the pre-AEP Mutual of Omaha trip to San Diego 09/27 to 09/30/2022.
When carriers take your clients behind your back and other process improvements in communication to help AEP be easier than ever before.
See meeting notes under the video:
Improvement for Client Communications and more..
See meeting notes under the video: