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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01- 11- 2021 Medicare Update & Opportunities
Medicare training on how to sell Medicare Supplements by phone
Part D
01-04-21 Meeting – Medicare Updates & News
MA OEP lasts until March 31st. The importance of using a CRM and documenting every conversation. What we learned about mentioning other products we help with, and more. See the video:<!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “jan42021meeting”,”description”: “This video contains jan42021meeting”,”thumbnailUrl”:…
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@> {“@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)…
Losing Money – Avoid It – Office Meeting 12/14/20
Losing money is not a very good way to run a business. There are situations where you can obtain a new client, write them a policy and get them approved, and yet still get paid zero or next to nothing…
AEP Continues..
The Annual Enrollment Period for Part D and MAPD is usually October 15 to December 7th. This year, though, things have gotten slightly crazy. Here is a list of extensions… Special Enrollment Periods. As to an extension of AEP due…
October 19 Medicare Update
October 19, 2020 Office Meeting Notes under the video. Very short meeting. To see more of our office meetings, click here. See the video: <!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “101920”,”description”: “This video contains 101920″,”thumbnailUrl”: “https://embed.vidello.com/71/s83zjckwd2i20yns/video/splash.jpg”,”uploadDate”: “2020-10-19T16:19:54.000Z”,”duration”: “PT6M35S”} To see more…
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: <!@split@> .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…
Medicare Update 09-21-2020
Tips for helping seniors during the Medicare AEP in this Monday Morning Meeting.
EnvisionRX Pulls out of Broker Market for PDP
EnvisionRx was quite competitive in 2019 for the 2020AEP season. We wrote hundreds of their plan in our office using their quirky Docusign method of selling over the phone. <!@split@> Now, they have announced that they are pulling out of…
Lost a Client to MAPD Mid-Year?
An agent recently wrote in a support ticket that she had just lost a client to an Advantage plan and this happened for June 1st. She went on to say that this plan was not a Five Star Medicare Advantage…
Post-AEP Opportunities – MORE FUN!
Welcome to the POST-Annual Enrollment Period {See the Video Below!!!} January 1 to March 31, 2020 Now the second fun season begins! We are now heading into what was before called the “Medicare Advantage Disenrollment Period”. This is covered on…
From Washington DC – Potential Changes For Us
Updates from this week that we spent in Washington, DC and what to expect in Medicare for this AEP and beyond.. {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “DCTrip1″,”description”: “This video contains DCTrip1″,”thumbnailUrl”: “https://embed.vidello.com/71/uushnj3wj97ibahk/video/splash.jpg”,”uploadDate”: “2019-08-29T12:01:16.000Z”,”duration”: 1574.29} NAHU is working on several legislative initiatives….
Important AETNA Update
Important AETNA Part D As the Aetna/CVS merger has completed today, it means the topic I covered October 14th is in full effect for all Aetna Part D folks, come January 1. See the video: {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “Aetna…
Wildfire SEP for California
Due to the devastation in California from the wildfires, FEMA has declared the area a disaster area, triggering CMS to initiate a Special Election Period for all affected directly by the fires and those adversely impacted by those they rely…
AT&T Retirees – Opportunity for Changing Plans
AT&T retirees are the latest in a long list of large employers to drop seniors from their employee benefits program. See the video: Update: October, 2018 New AT&T FAQ Clearly Explains the Reimbursement for Non-AON Plans See the Document Here. …
OEP Coming back in 2019
In the first quarter of the year, starting in 2019, seniors will be able to make ONE change in or out of MAPD or PDP into another one, if they wish. This expands the “disenrollment period”, which has been in existence…
Texas TRS-Care Update
If you are selling in Texas, you are probably familiar with the TRS (Texas Retirement System). It has been getting lots of buzz lately as seniors are fleeing the program and wanting to be on original Medicare with a Medicare…
Writing Apps and Dangerous Situations
Today I covered some recent questions that are being asked by agents out there engaging seniors – awesome! Also I cover an uncomfortable topic that, if you don't know, could ruin your day with a lawsuit. Important info. Lastly, I…
New Requirement for MAPD Sales
Do you sell Medicare Advantage plans or Part D plans?
If so, in addition to the AHIP test, there is now another, separate test administered only through CMS and it is required.
This test is on Waste, Fraud, and Abuse, as there always had been in the AHIP test already, but now it's required separately.
Courtesy of United Healthcare, this is a link to the instructions as to how to find and take this simple test:
Business Update: March 2016 and T65 Integration
The T65 focus has been here for almost a year for Chris' agency. In that year, we have created a system whereby the process of delivering the education component can be handled automatically. By doing so, we have freed up…
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