Internal process improvements and Objections – What Clients are Saying
See meeting notes under the video:
Medicare Supplement Training
We are NOT a Non-Profit | 5/2/22 Office Meeting
How to communicate to clients that we are NOT a quoting service.
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2023 Medicare & You (SNEAK PEEK)
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…
December 6 End of AEP Meeting
One day left in AEP – the information needed to get us across the finish line!
See this internal office meeting video below:
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Nov 29 2021 Internal Office Meeting – Almost done with AEP
One week left in AEP – the information needed to get us across the finish line!
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New Medicare Rates for 2022 – November 15, 2021 Meeting
How we are fine-tuning and adding automation to help with clients screening.
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AETNA Final Expense – ADD to Medicare Supplement
AETNA has a great final expense program going on that you should know about.
If you have a client that does not already have a Medicare Supplement? Write them with the Accendo Final Expense plan.
But…
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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Industry Updates for AEP – IMPORTANT – Sept 27 2021 Meeting
There are MANY updates to the lineup for AEP going into 2022 plans and things going on behind-the-scenes.
See this internal office meeting video below:
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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.
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August 16, 2021 Meeting – Handling “I want to think about it”
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
Whatever YOUR competitive advantage is, use it!
If you do not have one yet, build it!
Notes under the video..
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Gaylan Hendricks on Effective Cross-Selling
Gaylan Hendricks has a proven track record of setting records and creating unique products for our industry.
She is the creative force behind the Aetna Cancer plan and the super popular Manhattan Life dental/vision/hearing plan, among others.
Gaylan came to Charleston to talk with our folks about how and why to bring up these critically important topics.
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.
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06-07-21 Office Meeting – New (2) State Laws!
Revealing two changes to state laws that will create more opportunities for Medicare Supplement options.
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05-24-21 Office Meeting – Remembering What is Important
Always working to fine-tune our focus, this week we discussed how we can better communicate with our new clients.
This is our internal office meeting from May 24, 2021:
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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:
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4-26-21 Office Meeting – NEW CARRIER
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:
See the video:<[email protected]@>
04-19-21 Meeting – GET them TO Answer!
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:
See the video:<[email protected]@>
New Internal Numbers are In: 04-05-21 Meeting
Our new internal numbers are in, comparing March of 2021 to March of 2020.
That, and a WHOLE lot of other updates in this week's office meeting for April 5, 2021.
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