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:

 

     


Member Login Button

Questions?

Click Here

 

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:

     


Member Login Button

Questions?

Click Here

 

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.

     


Member Login Button

Questions?

Click Here

 

Hiring and Growing an Agency – What We Do

Hannah spoke at our LIVE event in Charleston in June 2021 on what we have figured out in hiring staff and growing the business.
From assigning people to roles based on their strengths to challenges we've experienced along the way, Hannah covers a lot…

 

See the video:

     


Member Login Button

Questions?

Click Here

 

Screening Too Early, LTC, and More | Office Meeting 02-15-21

We lost a potential client because they called in, saying they wanted a particular carrier (that we do not write) and we sent them on their way.

We addressed that today, along with long-term care, along with various other topics like client reviews, etc.

Members can watch the video here:

     


Member Login Button

Questions?

Click Here