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:
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:
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 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:
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:
Notes will be under the video:
Scope of Appointment, Spouses, best practices and MORE state changes
See meeting notes under the video:
Updates on AEP Preparations and MORE state changes
See meeting notes under the video:
See meeting notes under the video:
This is a very interesting product, indeed.. see the informative webinar and see for yourself how this might fit into your offerings…
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:
AEP almost done – making our final push with improvements
See meeting notes under the video:
Notes from the pre-AEP Mutual of Omaha trip to San Diego 09/27 to 09/30/2022.
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:
Dealing with difficult people and the coming shift to Medicare Advantage..
See meeting notes under the video:
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…
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.)
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:
Focus on clients leaving an employer plan for Medicare and MUCH more.
See this internal office meeting video below:
See the video:
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:
How we are fine-tuning and adding automation to help with clients screening.
See this internal office meeting video below:
See the video: