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.

 

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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:

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September 13, 2021 – Medicare Trivia and Carrier Updates

Chris Westfall Medicare Agent Training

There are MANY scenarios in the world of Medicare.
Here, we go over a few that agents VERY often get wrong.

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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.

     


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5-10-21 Office Meeting | Growth Update & National General Med Supp

Medicare Growth Update April 2021

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]@>

     


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04-19-21 Meeting – GET them TO Answer!

Insurance Phone Skills

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]@>

     


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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]@>

     


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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.

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<[email protected]@>

     


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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.

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<[email protected]@>

     


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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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01-25-21 Meeting – CLOSING and Covid Deaths

Closing Medicare Sale

We covered the death of our clients recently, closing the sale, and more ways to get them to answer the phone.

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01- 11- 2021 Medicare Update & Opportunities

Medicare Agent Training Chris Westfall

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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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: <[email protected]@> {“@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)…

     


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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! <[email protected]@> {“@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…

     


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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:   <[email protected]@> {“@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…

     


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Colorado S.E.P. for Plan F

Update on November 20, 2021:                                                                  <[email protected]@> .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…

     


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Great New Opportunity

We constantly keep our eye out for unique opportunities that those agents, who still don't see by phone, just cannot take advantage of. This is one such opportunity. See the video!!! <[email protected]@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “oregongicigna”,”description”: “This video contains oregongicigna”,”thumbnailUrl”:…

     


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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…

     


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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: <[email protected]@> .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…

     


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Medicare Update 09-21-2020

Tips for helping seniors during the Medicare AEP in this Monday Morning Meeting.

     


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