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.
See the video:
New Internal Numbers are In: 04-05-21 Meeting
Medicare training on how to sell Medicare Supplements by phone
Medicare Supplement Training
Saturday LIVE Q&A – All About Marketing
We had an open and free event discussing all things marketing – how to market your insurance agency. The Replay: …
March 22, 2021 Office Meeting
Federal Employee Health Benefits, Trial Right Scenarios, Credit Card Premium Payments?
And more topics from our weekly internal office meeting.
Members-only can … watch the video:
<[email protected]@>
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.
Members-only can … watch the video:
<[email protected]@>
Follow-up | March 8 2021 internal office meeting & CIGNA Webinar
We discussed changes with CIGNA, how we got something changed with US FIRE, and the importance of follow-up.
Members-only can … watch the video:
<[email protected]@>
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/
<[email protected]@>
Screening Too Early, LTC, and More | Office Meeting 02-15-21
We lost a potential client because they called in, saying they wanted a particular carrier (that we do not write) and we sent them on their way.
We addressed that today, along with long-term care, along with various other topics like client reviews, etc.
Members can watch the video here:
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.
Members-only can … watch the video:
<[email protected]@>
Creating a Client Experience: 2-1-21 Meeting
Do you create a memorable client experience with your phone calls?
Doing so means that your clients are far more likely to refer you to their friends and family.
This is one of the topics we covered in this agency meeting, held 02/01/2021.
Also, updates on Accendo expansion and US Fire Medicare Supplement, IASADMIN, and CSG Quote Engine..
Members-only can … watch the video:
Accendo Medicare Supplement (Updates)
Update as of February 26, 2021:|
Aetna is expanding (CA and OR will be a huge opportunity!):
The Accendo Medicare Supplement launch was: March 13, 2020
<[email protected]@>
01-25-21 Meeting – CLOSING and Covid Deaths
We covered the death of our clients recently, closing the sale, and more ways to get them to answer the phone.
Members-only can … watch the video:
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:
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.
OE, GI, UW Review – Meeting 12-28-20
In today's office meeting, we reviewed Open Enrollment, Guarantee Issue, and Underwriting scenarios as they pertain to Medicare Supplement timelines. See the video: <[email protected]@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “CamtasiaVersion012820″,”description”: “This video contains CamtasiaVersion012820″,”thumbnailUrl”: “https://embed.vidello.com/71/yop2zt3mcky0dpa4/video/splash.jpg”,”uploadDate”: “2020-12-28T18:31:56.000Z”,”duration”: “PT40M33S”} Notes from the Meeting: 1)…
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…
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…
AEP Continues..
The Annual Enrollment Period for Part D and MAPD is usually October 15 to December 7th.
This year, though, things have gotten slightly crazy.
Here is a list of extensions… Special Enrollment Periods.
As to an extension of AEP due to COVID, that is not happening in early 2021.
How to go from a Medicare Advantage to a Medicare Supplement Plan
UPDATE: December 2020
The big carriers, Aetna, Cigna, Mutual of Omaha, et al have made it known that they have no intention of paying agents for writing Medicare Supplements to Trial Right clients who were 65 when they started with a Medicare Advantage plan and, within that first 12 months, opt to go back to original Medicare where they can, per Medicare, buy ANY Medicare Supplement plan in the market.
<[email protected]@>
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]@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “11232020OfficeMeeting”,”description”: “This video contains 11232020OfficeMeeting”,”thumbnailUrl”: “https://embed.vidello.com/71/85cxsgx5s560ht9o/video/splash.jpg”,”uploadDate”: “2020-11-23T17:15:58.000Z”,”duration”: “PT18M53S”} Mentioned in this…
Colorado S.E.P. for Plan F
Update on November 20, 2021: <[email protected]@> .llo_1q28bq5b04b35rye{width:400px!important;height:224.99971875035158px!important;}.llos.vs_tl,.llos.vs_tr{top:20px!important;bottom:auto!important}.llos{position:fixed!important;z-index:9999999!important}.llos.vs_tl{left:20px!important;right:auto!important}.llos.vs_tr{right:20px!important;left:auto!important}.llos.vs_bl,.llos.vs_br{bottom:20px!important;top:auto!important}.llos.vs_bl{left:20px!important;right:auto!important}.llos.vs_br{right:20px!important;left:auto!important}.llos.vs_xs{width:200px!important}.llos.vs_s{width:300px!important}.llos.vs_m{width:400px!important}.llos.vs_l{width:500px!important}.llos.vs_xl{width:600px!important} void…
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