Improving office process and communication to clients.
This office meeting happened when Chris was on the Barcelona, Spain trip with Mutual of Omaha, so you'll see some of those video clips in this video.
Notes under the video:
Medicare supplements
Veteran Medicare Answers – 3/11/24 Internal Meeting
We talk about our response to the Cigna changes, whose client communications go out 3/15/24, and discuss options for Veterans who utilize the VA for all of their medical care.. Should they start Part B?
Notes under the video:
CIGNA Urgent Update March 2024
Cigna is sunsetting the CHLIC brand for Medicare Supplement.
However, this differs significantly from what we have seen in the industry with simple name changes or block of business sales.
Please see below for details and resources:
Medicare Supplement Outlook Feb 26 2024 Updates
Updates from the industry and better ways to communicate to make sure that scheduled appointments are not a waste of time.. join the discussion from February 26, 2024.
Notes under the video:
Changing Things Around Here – 10-23-23 Office Meeting
Notes will be under the video:
Sept 25, 2023 Meeting – SOA Talk & Birthday Rule
Scope of Appointment, Spouses, best practices and MORE state changes
See meeting notes under the video:
9/18/23 Office Meeting. More states with GI and AEP Prep
Updates on AEP Preparations and MORE state changes
See meeting notes under the video:
Industry and Carrier Updates | Weekly Meeting 6/26/23
See meeting notes under the video:
Very Unique Medicare Supplement Product – Physician’s Mutual Overview
This is a very interesting product, indeed.. see the informative webinar and see for yourself how this might fit into your offerings…
Humana Med Supp – Great Changes!
Humana announced many new changes to their product line.. while their E-App still leaves MUCH to be desired, these new changes make their product more attractive for long-term client retention and satisfaction. Make sure to watch the briefing all the way to the end.. lots of new good things here:
Final Push During AEP – Tweaks and Expectations
AEP almost done – making our final push with improvements
See meeting notes under the video:
Mutual of Omaha Updates – San Diego Trip
Prep for AEP – Getting Ready – 08-22-22 Internal Office Meeting
AHIP is done in our agency, and carrier certifications have almost all been completed for AEP.
Lots of updates, reminders, and internal policy improvements here.
See meeting notes under the video:
JUL 18, 2022 Internal Office Meeting – Difficult People and Advantage Shift
Dealing with difficult people and the coming shift to Medicare Advantage..
See meeting notes under the video:
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…
Major Industry Updates – 4/11/22 Internal Office Meeting
London, Santa Fe, and Albuquerque – Three meetings with top producers in three weeks..
Here are some inside-industry updates and takeaways from these meetings (more to come, too.)
Feb 7 2022 Meeting – Industry Updates
Updates and best practices from a meeting last week with other top-performing agency leaders, and verbal Scope of Appointment!
See this internal office meeting video below:
January 3, 2022 Focus on Leaving Employer Plan for Medicare
Focus on clients leaving an employer plan for Medicare and MUCH more.
See this internal office meeting video below:
See the video:
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!
See this internal office meeting video below:
See the video:
New Medicare Rates for 2022 – November 15, 2021 Meeting
How we are fine-tuning and adding automation to help with clients screening.
See this internal office meeting video below:
See the video:
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