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.
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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.

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Follow-up | March 8 2021 internal office meeting & CIGNA Webinar

We discussed changes with CIGNA, how we got something changed with US FIRE, and the importance of follow-up.

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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.

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Creating a Client Experience: 2-1-21 Meeting

Do you create a memorable client experience with your phone calls?
Doing so means that your clients are far more likely to refer you to their friends and family.
This is one of the topics we covered in this agency meeting, held 02/01/2021.
Also, updates on Accendo expansion and US Fire Medicare Supplement, IASADMIN, and CSG Quote Engine..

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How to Call Back Leads

You have leads, but how do you get them to stay on the phone? Here is what we have found to work.
If you have been getting hung up on, never even getting to the part where you can help people, you need to watch this.

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Accendo Medicare Supplement (Updates)

Update as of February 26, 2021:|
Aetna is expanding (CA and OR will be a huge opportunity!):



The Accendo Medicare Supplement launch was: March 13, 2020

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01-25-21 Meeting – CLOSING and Covid Deaths

Closing Medicare Sale

We covered the death of our clients recently, closing the sale, and more ways to get them to answer the phone.

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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.

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How to go from a Medicare Advantage to a Medicare Supplement Plan

UPDATE: December 2020
The big carriers, Aetna, Cigna, Mutual of Omaha, et al have made it known that they have no intention of paying agents for writing Medicare Supplements to Trial Right clients who were 65 when they started with a Medicare Advantage plan and, within that first 12 months, opt to go back to original Medicare where they can, per Medicare, buy ANY Medicare Supplement plan in the market.
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How Do You Respond to Advantage Commercials?

Medicare Advantage commercials fill the airwaves on every television network. Hundreds of MILLIONS of dollars are being spent to lure seniors out of their original Medicare and into HMO's where it seems like they promise everything short of unicorns and…

     


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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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Office Meeting September 28 2020

In this week's office meeting, we covered the Blue Shield (CA) household discount, Aetna Medicare Supplement prep for AEP and 1/1 effective dates, Manhattan Life's new $3,000 benefit option and more. See the video: To see more of our office…

     


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Medicare Updates – Monday 08/31/20

August 31, 2020 Office Meeting Notes under the video. To see more of our office meetings, click here.   <[email protected]@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “08312020 Meeting Edit”,”description”: “This video contains 08312020 Meeting Edit”,”thumbnailUrl”: “https://embed.vidello.com/71/2mptuhhgdar7fmys/video/splash.jpg”,”uploadDate”: “2020-08-31T22:19:47.000Z”,”duration”: “PT20M57S”} Anyone struggling with Premiums→ AEP…

     


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New CIGNA Med Supp Launch

Here is the latest State availability map for CSB – see all updates below. Gold star means that States is effective. California's new plan started 09/24/20 under CHLIC brand. Also remember as new charters roll out Cigna is rolling the…

     


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Fanatical Prospecting Class – The Video

  Cigna was kind enough to put on a LIVE webinar training from Jeb Blount's organization. We first recommended Fanatical Prospecting back in 2015 on the MedicareAgentTraining Facebook page. {See the link where you can get the awesome book here.}…

     


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Meeting: Chik Fil’A vs. McDonald’s Experience?

Make sure to check out the August 4, 2020 office meeting client expectations on timeframes with the top carriers right now, Chik Fil'A vs. McDonald's experience, and other housekeeping items. See our internal meeting here: https://medicareagenttraining.com/agency-weekly-office-meetings/        …

     


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UA Webinar on using Screen Share

United American is a very traditional company. They still use the old I-Pipeline application online and the signature process for the client is frustrating, most often. However, this presentation (video below) by Dave Oliver hits some really good points on…

     


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