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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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:

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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:

See the video:

     


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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!

 

Medicare Supplement Training

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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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..

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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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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:

<[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.

Members-only can … watch the video:  
<[email protected]@>

     


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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]@>

     


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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]@>

     


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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.

Members only can … watch the video:  

     


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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.

     


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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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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…

     


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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 to COVID, that is not happening in early 2021.

<[email protected]@>

     


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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: <[email protected]@> {“@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…

     


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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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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. <[email protected]@> Now, they have announced that they are pulling out of…

     


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