AEP almost done – making our final push with improvements
See meeting notes under the video:
Medicare supplements
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:
CMS Enforcement to Begin? October 11 2021 Meeting
In this internal office meeting, we discuss the CMS Memo addressing the misleading Medicare Advantage commercials that are playing on the television non-stop.
Also, our process improvements for AEP and what to expect.
See the video:
Industry Updates for AEP – IMPORTANT – Sept 27 2021 Meeting
There are MANY updates to the lineup for AEP going into 2022 plans and things going on behind-the-scenes.
See this internal office meeting video below:
See the video:
September 13, 2021 – Medicare Trivia and Carrier Updates
There are MANY scenarios in the world of Medicare.
Here, we go over a few that agents VERY often get wrong.
See the video:
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.
5-10-21 Office Meeting | Growth Update & National General Med Supp
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]@>
04-19-21 Meeting – GET them TO Answer!
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]@>
4-12-21 Meeting -NEW OPPORTUNITY
With updates to our internal process and a new product offering, making it much easier to help those who are choosing Medicare Advantage plans.
This is our internal office meeting from April 12, 2021:
See the video:<[email protected]@>
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.
Members-only can … watch the video:
<[email protected]@>
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]@>
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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