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:
Selling Medicare Supplements By Phone
He GOT CANCER!
You WILL feel horrible when your client says this to you, too.
See the notes under the video:
Major Industry Updates – 4/11/22 Internal Office Meeting
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.)
Feb 7 2022 Meeting – Industry Updates
Updates and best practices from a meeting last week with other top-performing agency leaders, and verbal Scope of Appointment!
See this internal office meeting video below:
January 3, 2022 Focus on Leaving Employer Plan for Medicare
Focus on clients leaving an employer plan for Medicare and MUCH more.
See this internal office meeting video below:
See the video:
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:
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:
Incoming Call Process Overview
We discuss our incoming call protocol and best practices, as well as continuous improvements in our internal process.
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:<
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.
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:
Getting them BACK on the phone – What NOT To Do | 6-14-21 Office Meeting
What NOT to say on the phone when calling back leads.
See the video:<[email protected]@>
4-26-21 Office Meeting – NEW: ALLSTATE
With updates Medicare, a new proposed Medicare system, a new benefit from FEMA to our clients, and how to get leads back on the phone…
This is our internal office meeting from April 19, 2021:
See the video:<[email protected]@>
04-19-21 Meeting – GET them TO Answer!
With updates Medicare, a new proposed Medicare system, a new benefit from FEMA to our clients, and how to get leads back on the phone…
This is our internal office meeting from April 19, 2021:
See the video:<[email protected]@>
Saturday LIVE Q&A – All About Marketing
We had an open and free event discussing all things marketing – how to market your insurance agency. The Replay: …
Aetna Invited Chris as Guest Speaker – The Webinar on Being Found Online
Chris was the guest speaker for the national Aetna Virtual Town Hall webinar on March 24th.
The topic was Building Online Credibility.
Chris covered two of the three pillars for creating online traffic for free.
<[email protected]@>
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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