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.)
Part D
Feb 7 2022 Meeting – Industry Updates
Updates and best practices from a meeting last week with other top-performing agency leaders.
See this internal office meeting video below:
December 13th AEP Results and More
AEP stats are in and where we go from here.
See this internal office meeting video below:
See the video:
December 6 End of AEP Meeting
One day left in AEP – the information needed to get us across the finish line!
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:
Automated Screening for Underwriting: 11-08-2021 Office Meeting
How we are fine-tuning and adding automation to help with clients screening.
See this internal office meeting video below:
See the video:
Process Improvements for AEP Nov 1, 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:
Surviving AEP and Life Tips
Surviving AEP means starting with the right frame of mind. We cover agency improvements and important reminders.
See this internal office meeting video below:
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:
WARNING: For those recommending GOODRx
If you have been recommending that your senior clients utilize GoodRx for determining the best local source for their drugs, this is something you will want to know.
GoodRx has entered into an exclusive agreement with GoHealth to provide Medicare plan information and marketing to all GoodRx users.
This means that, for every person you have referred to GoodRx, they are now being marketed through that platform to get their Medicare insurance needs now met through GoHealth.
Here is the press release – click here.
We will have a solution for our agents and members to this situation very shortly – stay tuned!
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:
June 12, 21 Office Meeting – Improving Our Process
Collaborating on how we can prevent problems with client enrollments, and other things we need to improve in our shop.
Notes under the video..
See the video:<
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]@>
New Internal Numbers are In: 04-05-21 Meeting
Our new internal numbers are in, comparing March of 2021 to March of 2020.
That, and a WHOLE lot of other updates in this week's office meeting for April 5, 2021.
See the video:
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]@>
02-22-21 Defending Clients – Office Meeting & AETNA Update Webinar
Wellcare is at it again with their old tactic of trying to convert our Part D customers into MAPD customers (and cutting out the agent, of course.)
Mutual of Omaha launching lower rates in a few states, Aetna with a new Life product, and a dental product you've probably never heard of before – quite enticing.
Members-only can … watch the video:
<[email protected]@>
Georgia Emergency SEP through March 2021
Georgia has declared a Special Election Period pertaining to Medicare, for those folks who did not / could not exercise their options during the typical Annual Election Period. This special period impacts Medicare Advantage and Part D plans and runs through March 31, 2021.
See what this means, and carrier notices on this, below:
<[email protected]@>
01- 11- 2021 Medicare Update & Opportunities
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.
Members only can … watch the video:
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