Medicare Advantage in the news again.. Today, we talked about news in the Medicare Advantage world, including the proliferation of employer-sponsored Medicare Advantage plans and how they can vary greatly from the commercially-available Advantage plans. See this internal office meeting…...
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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: <!@split@> Notes from the Meeting: 1) Template we send to Manhattan Life DVH clients on how to…...
Massive Changes Ahead for Supps & Advantage
Never-before-seen rate increases on Medicare Supplements and shocking changes coming on Part D for 2025 – how will this impact our clients? And the exodus of Medicare Advantage plans – major carriers announcing losses and, now, pullbacks for 2025. Note…...
Controlling the Call – Internal Meeting March 4, 2024
Our calls can last 20 minutes or longer, even when the answer is delivered within two minutes. The only way we are going to reach all those waiting for our help is by taking control of the call and ending…...
Confusion with Preferred Pharmacies and Part D Insights
Insight from the SMS pharmacist on staff, explaining the pharmacy costs when it, at first, appears confusing. There is also a discussion on the “Max Out of Pocket” with Part D for 2024 and how that actually works. He also…...
CMS Accusation Against Our Agent | 11-13-23 Meeting
One of our external agents has been accused by CMS of handling a Medicare case wrongly. What is the right way to do it? What is the wrong day to do it? Also, an update on Wellabe applications and other…...
Drug Help, Control the AEP Conversation – Mtg 10-30-23
Vetted places that clients can go to save money on drugs.. The significant 2024 impact of the Inflation Reduction Act (Max OOP on RX, already) How to take back control of long-winded AEP conversations and more.. ...
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:...
Industry and Carrier Updates | Weekly Meeting 6/26/23
See meeting notes under the video:...
Do NOT Sell By Phone Without This
There are folks that excel in sales and folks that struggle in sales. The cause of each result can be traced back to the quality of conversations you’re having with those you could help. Notes for the meeting – and…...
New Year, New Agency – January 9, 2023
January starts new chapter at SSN. Our internal office meeting from January 9, 2023. See meeting notes under the video:...
MANDATORY Call Recording Starting October 1, 2022
I have mentioned how to do this in previous webinars, but today it really saved my skin, and here’s how it can save you, too. Now, it is required by CMS that all agents record ALL calls that sell, service,…...
UPDATED: 2 New Carriers and Process Improvements for AEP
ACE and AFLAC Medicare Supplements, and more. 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:...
July 5, 2022 Office Meeting
We did an internal look at our numbers for the past few months. See meeting notes under the video: Annual Certs – Start this week w/ AHIP Office Chat – too much banter/memes. This is a work chat first…...
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 28, 2022 Office Meeting
Updates and best practices- always improving. Our February 2022 monthly numbers included gains of 77.83% growth in total number of applications and 142.67% increase in Medicare Supplement applications vs. February of 2021. See this internal office meeting video below. Notes…...
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 10, 2022 Office Meeting
Office policy reminders/changes, and update on Wellcare for the AEP people..and Medicare Trivia See this internal office meeting video below:...
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