Controlling the Call – Internal Meeting March 4, 2024

Our calls can last 20 minutes or longer, even when the answer is delivered within two minutes. The only way we are going to reach all those waiting for our help is by taking control of the call and ending the call when necessary.

Meeting notes under the video:

     


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Marketing Medicare Plans – Just So You Know

Agents are always bewildered when they learn that you can market Medicare Supplement plans without a Scope of Appointment, carrier and CMS-approved advertising scripts, etc. Most agents that come to us have only been trained on everything having to do…

     


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The Popular ALLSTATE Medicare Supplement

ALLSTATE MEDICARE SUPPLEMENT
“For over 90 years, Americans have trusted Allstate to protect their families and belongings.
Today, as our product offerings keep expanding, we provide an even bigger circle of protection.”

And now, available to the independent Medicare broker.

Here's their webinar from July 28, 2023:

     


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Humana Med Supp – Great Changes!

Humana announced many new changes to their product line.. while their E-App still leaves MUCH to be desired, these new changes make their product more attractive for long-term client retention and satisfaction. Make sure to watch the briefing all the way to the end.. lots of new good things here:

 

     


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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.

 

See the video:

 

     


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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:

See the video:

     


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