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- 11- 2021 Medicare Update & Opportunities
Medicare training on how to sell Medicare Supplements by phone
Medicare Supplement Training
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. See the video:<!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “jan42021meeting”,”description”: “This video contains jan42021meeting”,”thumbnailUrl”:…
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: <!@split@> {“@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! <!@split@> {“@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…
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…
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: <!@split@> {“@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: <!@split@> .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…
Meeting Update: 11-16-2020
Updates about what we are experiencing with carriers during the AEP for 2021. Also, reminders of the opportunities with carriers and states we have covered recently in webinars. See the video: <!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “111620”,”description”: “This video…
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 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: <!@split@> .llo_627dfwdy91frdk2w{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 0===window.lloAddClass&&(window.lloAddClass=function(l,e){-1===l.className.indexOf(e)&&(l.className+=” “+e)}),void 0===window.lloRemoveClass&&(window.lloRemoveClass=function(l,e){var o=new RegExp(“(\\s|^)”+e+”(\\s|$)”);l.className=l.className.replace(o,” “)}),void 0===window.lloClose&&(window.lloClose=function(l){window.vidello_data[“627dfwdy91frdk2w”].closed=!0;var e=document.getElementById(“llo_i627dfwdy91frdk2w”),o=document.getElementById(“llo_f627dfwdy91frdk2w”);o.contentWindow.postMessage(“stop_by_parent”,”*”),e.style.display=”none”,window.lloRemoveClass(e,”llos”),window.lloRemoveClass(e,”llo_627dfwdy91frdk2w”),window.lloRemoveClass(e,”vs_tr”),window.lloRemoveClass(e,”vs_m”),window.lloRemoveClass(o,”llos”),window.lloRemoveClass(o,”llo_627dfwdy91frdk2w”),window.lloRemoveClass(o,”vs_tr”),window.lloRemoveClass(o,”vs_m”)}),void 0===window.orientation&&-1===navigator.userAgent.indexOf(“IEMobile”)&&document.addEventListener(“scroll”,function(){var l=document.getElementById(“llo_627dfwdy91frdk2w”),e=document.getElementById(“llo_f627dfwdy91frdk2w”),o=document.getElementById(“llo_i627dfwdy91frdk2w”),d=l.getBoundingClientRect().height;-l.getBoundingClientRect().top>d?window.vidello_data[“627dfwdy91frdk2w”].play&&!window.vidello_data[“627dfwdy91frdk2w”].closed&&(window.lloAddClass(e,”llos”),window.lloAddClass(e,”llo_627dfwdy91frdk2w”),window.lloAddClass(e,”vs_tr”),window.lloAddClass(e,”vs_m”),void 0!==o&&null!=o&&(window.lloAddClass(o,”llos”),window.lloAddClass(o,”llo_627dfwdy91frdk2w”),window.lloAddClass(o,”vs_tr”),window.lloAddClass(o,”vs_m”),o.style.display=”block”)):(window.lloRemoveClass(e,”llos”),window.lloRemoveClass(e,”llo_627dfwdy91frdk2w”),window.lloRemoveClass(e,”vs_tr”),window.lloRemoveClass(e,”vs_m”),void 0!==o&&null!=o&&(o.style.display=”none”))}),void…
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: <!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “Officemeetingfinal1″,”description”: “This video contains Officemeetingfinal1″,”thumbnailUrl”: “https://embed.vidello.com/71/z2vymqat14br50tf/video/splash.jpg”,”uploadDate”: “2020-10-05T20:31:27.000Z”,”duration”: “PT36M28S”} Included in this meeting: Medicare…
Office Meeting September 28 2020
In this week's office meeting, we covered the Blue Shield (CA) household discount, Aetna Medicare Supplement prep for AEP and 1/1 effective dates, Manhattan Life's new $3,000 benefit option and more. See the video: To see more of our office…
Meeting: Chik Fil’A vs. McDonald’s Experience?
Make sure to check out the August 4, 2020 office meeting client expectations on timeframes with the top carriers right now, Chik Fil'A vs. McDonald's experience, and other housekeeping items. See our internal meeting here: https://medicareagenttraining.com/agency-weekly-office-meetings/ …
UA Webinar on using Screen Share
United American is a very traditional company. They still use the old I-Pipeline application online and the signature process for the client is frustrating, most often. However, this presentation (video below) by Dave Oliver hits some really good points on…
EnvisionRX Pulls out of Broker Market for PDP
EnvisionRx was quite competitive in 2019 for the 2020AEP season. We wrote hundreds of their plan in our office using their quirky Docusign method of selling over the phone. <!@split@> Now, they have announced that they are pulling out of…
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…
Rescinding Policies? Perspective on using G.I. vs. Underwritten.
If you have a scenario where someone has a Special Election Period, granting them the opportunity for a guaranteed issue Medicare Supplement, but they are healthy and could qualify for a plan that is better for them, what should you do? According…
LIVE Saturday Q&A Webinar on Selling Medicare by Phone
Replay of the Saturday Webinar from 4/18/2020 Tips on Selling by Phone Tips on Setting up Business Tips on the Presentation <!@split@> .llo_szfdt1gj2kguqssi{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 0===window.lloAddClass&&(window.lloAddClass=function(l,e){-1===l.className.indexOf(e)&&(l.className+=” “+e)}),void 0===window.lloRemoveClass&&(window.lloRemoveClass=function(l,e){var o=new RegExp(“(\\s|^)”+e+”(\\s|$)”);l.className=l.className.replace(o,” “)}),void 0===window.lloClose&&(window.lloClose=function(l){window.vidello_data[“szfdt1gj2kguqssi”].closed=!0;var e=document.getElementById(“llo_iszfdt1gj2kguqssi”),o=document.getElementById(“llo_fszfdt1gj2kguqssi”);o.contentWindow.postMessage(“stop_by_parent”,”*”),e.style.display=”none”,window.lloRemoveClass(e,”llos”),window.lloRemoveClass(e,”llo_szfdt1gj2kguqssi”),window.lloRemoveClass(e,”vs_tl”),window.lloRemoveClass(e,”vs_m”),window.lloRemoveClass(o,”llos”),window.lloRemoveClass(o,”llo_szfdt1gj2kguqssi”),window.lloRemoveClass(o,”vs_tl”),window.lloRemoveClass(o,”vs_m”)}),void 0===window.orientation&&-1===navigator.userAgent.indexOf(“IEMobile”)&&document.addEventListener(“scroll”,function(){var l=document.getElementById(“llo_szfdt1gj2kguqssi”),e=document.getElementById(“llo_fszfdt1gj2kguqssi”),o=document.getElementById(“llo_iszfdt1gj2kguqssi”),d=l.getBoundingClientRect().height;-l.getBoundingClientRect().top>d?window.vidello_data[“szfdt1gj2kguqssi”].play&&!window.vidello_data[“szfdt1gj2kguqssi”].closed&&(window.lloAddClass(e,”llos”),window.lloAddClass(e,”llo_szfdt1gj2kguqssi”),window.lloAddClass(e,”vs_tl”),window.lloAddClass(e,”vs_m”),void 0!==o&&null!=o&&(window.lloAddClass(o,”llos”),window.lloAddClass(o,”llo_szfdt1gj2kguqssi”),window.lloAddClass(o,”vs_tl”),window.lloAddClass(o,”vs_m”),o.style.display=”block”)):(window.lloRemoveClass(e,”llos”),window.lloRemoveClass(e,”llo_szfdt1gj2kguqssi”),window.lloRemoveClass(e,”vs_tl”),window.lloRemoveClass(e,”vs_m”),void 0!==o&&null!=o&&(o.style.display=”none”))}),void 0===window.vidello_data&&(window.vidello_data={},window.vidello_data[“szfdt1gj2kguqssi”]={play:!1,seen:!1,closed:!1});var eventMethod=window.addEventListener?”addEventListener”:”attachEvent”,eventer=window[eventMethod],messageEvent=”attachEvent”==eventMethod?”onmessage”:”message”;eventer(messageEvent,function(l){var e=l[l.message?”message”:”data”];e==”vidello_”+”szfdt1gj2kguqssi”+”_play”&&(window.vidello_data[“szfdt1gj2kguqssi”].play=!0),e==”vidello_”+”szfdt1gj2kguqssi”+”_seen”&&(window.vidello_data[“szfdt1gj2kguqssi”].seen=!0)},!1);{“@context”: “http://schema.org”,”@type”:…
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