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, or talk about Medicare Advantage or Part D plans.
This should have been done from the beginning, and here's why:

     


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He GOT CANCER!

You WILL feel horrible when your client says this to you, too.

See the notes under the video:

     


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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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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.

     


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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…

 

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