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@> (There are Chapter Markers at the bottom of the Video Window. You can…

     


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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@>   Included in this meeting: Medicare Advantage Folks who now want Medicare Supplement (underwriting process reminder) Part…

     


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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…

     


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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/        …

     


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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…

     


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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…

     


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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…

     


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Aetna E-App and Site Navigation

Aetna Corona Virus Town Hall April 15, 2020 This was a webinar done by Aetna on the transition into phone-only presentations and sales. Aetna E-App Webinar Applies to Aetna, Accendo, American Continental, Continental Life Aetna Dental / Vision / Hearing…

     


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Mutual of Omaha Electronic Application Demonstration

This video training covers the Mutual of Omaha, Omaha Insurance Company, United World, and United of Omaha Electronic Application process.  Contact information is located below the videos: E-App Overview: E-App DEMONSTRATION:  Mutual Sales Professional Access Overview (SPA)      Video…

     


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Outsourcing – What you need to know

This webinar covers how to hire an outsourced telemarketer and the best ways to interview, pay, provide feedback, and profit from their help in your business. You can hire telemarketers for $3 per hour and up. <!@split@> I have found…

     


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Corona Virus, Hurricanes, Snow and Seniors

The insurance industry has, for the past 15 years at least, been moving faster and faster toward telephone transactions only.

Whether it is hurricane season, snow-blocked roads, or spreading viruses where seniors are most vulnerable, seniors would much rather NOT have you come inside their home in 2020 and beyond.

More than ever before, seniors are more likely to trust a licensed agent on the phone and the difficulties of the 1990's in this arena have almost completely disappeared.

Where, in the past, insurance agents would need to scramble to create trust and credibility as to the process of conducting business by phone, today it is completely normal, even for seniors, to conduct all financial transactions by telephone and online. Insurance is no different.

With all of the insurance companies now offering easy online enrollment tools for agents, most not requiring a signature of any kind, it has never been easier to run our business 100% over the phone.

Our internal agency has been growing in leaps and bounds and there is no stopping the growth.

Companies like E-Health, Spring Venture Group, and many others have created call centers up to 1,000 agents sitting in one building doing enrollments over the phone all day, every day.

The number of products and services now being offered 100% online means that agents must make a choice: Either be limited by travel, distance, and physical constraints of how many clients you can help in a day or be unlimited by using the telephone, a headset, and simply-scalable office helpers who can continue to grow your enterprise without experiencing rain, sleet, snow, hurricanes or yes, even pandemic viruses!

While many FMO's (Field Marketing Organizations that sell insurance products) continue to spend 99% of their time pushing contracts onto new agents, there is one organization that has existed since 2013 with the sole purpose to share real, actionable intel to agents from being an actual practitioner… An organization that actually sells insurance to the senior community each and every day and actually shares what they've learned and what is working on the site: Medicare Agent Training.com

So, while pushing contracts is not the goal of this organization, top-level contracts are available via SellMedicareByPhone.com Actual agent success is why this site exists and it is knowledgable support that has made the difference in the lives of countless agents in the site's first 7 years of existence.

Near-24 hour support on how to issue the right case to the right client at the right time with the right product and carrier exists via immediate-response support tickets on the MedicareAgentTraining site for members.

This feature, alone, has saved thousands of client acquisitions for agents who simply did not know what they could do in particular situations, often involving unique special election periods that their prospective client could qualify for. And yet still, the contract-pushing FMO's know nothing except what new company is offering what bonus, and what they have been told to push, by management.

Updates from industry insiders are provided to site members.
These are updates from top producers, not contract pushers or seminar promoters.

Do as I do, not as I say.“, is the motto at Medicare Agent Training.

We help agents to effectively communicate to seniors and efficiently deliver the right product from the right carrier at the right time.

Seniors don't want you at their front door.
They don't want to get dressed up, put the dog away, or offer you something to drink.
They do it because it is polite. But driving to their house, confirming they are home, knocking on their door, even putting gas in your car to do all of the above – complete unnecessary waste of time.

They want their problem solved in the easiest way possible, and that is by phone.

 

 

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Be Careful of Fake News in Insurance Agent Promotions



The internet is abuzz with promotion after promotion toward agents.
Everyone calls themselves an expert these days with the goal of recruiting more agents to follow them like the pied piper.

𝗪𝗵𝗮𝘁 𝗶𝘀 𝗿𝗲𝗮𝗹?

𝙒𝙝𝙖𝙩 𝙞𝙨 𝙟𝙪𝙨𝙩 𝙖 𝙛𝙖𝙘𝙖𝙙𝙚 𝙩𝙤 𝙡𝙪𝙧𝙚 𝙣𝙚𝙬 𝙖𝙜𝙚𝙣𝙩𝙨, 𝙟𝙪𝙨𝙩 𝙡𝙞𝙠𝙚 𝙩𝙝𝙚 𝙈𝙇𝙈 𝙁𝙞𝙣𝙖𝙡 𝙀𝙭𝙥𝙚𝙣𝙨𝙚 𝙖𝙜𝙚𝙣𝙘𝙞𝙚𝙨 𝙙𝙤?

𝐒𝐨𝐦𝐞 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬 𝐭𝐨 𝐀𝐬𝐤 𝐘𝐨𝐮𝐫 𝐍𝐞𝐰 𝐎𝐧𝐥𝐢𝐧𝐞 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐖𝐢𝐳𝐚𝐫𝐝:

✔ How did YOU exactly start in the insurance business?
✔ What experience do you have in growing an agency?
✔ Is it possible to duplicate your agency's success today?
✔ What are your core values in dealing with customers as it relates to profits?

 

Medicare Supplement Training

New Medicare Number Requirement with Carriers

 New MBI Requirement from Carriers on Applications   Mutual of Omaha Med Supp- The MBI number is not a required field on e-App (or paper app) so it’s my suggestion that “yes” if the MBI number is not known at…

     


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Humana Agent Focus Group

February 2020: Had an invitation to participate in a Humana Agent Focus Group today and took away a few insights both from Humana and other agents who are doing everything face-to-face. Here were my observations:     Well, this was…

     


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How to Fail in the Insurance Business

💎Inadequate preparation, lack of commitment, underfunding = the telltale signs of a failure-to-be in our space.💎
💡 Failing in insurance is purely optional.
💡 The speed at which one begins and the lengths to which they will pursue answers means all the difference.
💡 Sadly, most who fail have quit just before their breakthrough.


 

 

Exclusive Leads – For Members Only

Sorry – closed for the remainder of the AEP season.
The call center is overwhelmed and cannot get the leads back within 30 days right now.
This forces us to shut it down, as that is too far out of control.

 

 

 

 

We have tested and tapped into a proven lead source where these leads are proving consistent returns.
We are now making them available exclusively to our members.

     


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What to do after PlanFinder Tool Change!?!

We are ready and our tool is actually MUCH better than using Medicare.Gov We have been using this for two years, quite successfully. Video on the issues of Medicare trying to replace agents:  The new look for PlanFinder on Medicare.gov…

     


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