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.

     


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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.

See the video:<[email protected]@>

     


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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

Medicare Growth Update April 2021

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]@>

     


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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]@>

     


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04-19-21 Meeting – GET them TO Answer!

Insurance Phone Skills

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]@>

     


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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.

See the video:

<[email protected]@>

     


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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.

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<[email protected]@>

     


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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.

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<[email protected]@>

     


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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.

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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/

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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.

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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]@>

     


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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..

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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]@>

     


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01-25-21 Meeting – CLOSING and Covid Deaths

Closing Medicare Sale

We covered the death of our clients recently, closing the sale, and more ways to get them to answer the phone.

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01- 11- 2021 Medicare Update & Opportunities

Medicare Agent Training Chris Westfall

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.

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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.

     


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