We talk about our response to the Cigna changes, whose client communications go out 3/15/24, and discuss options for Veterans who utilize the VA for all of their medical care.. Should they start Part B?
Notes under the video:
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:
This is a super-easy add-on sale and process for anyone with a Medicare Advantage plan.
Now, it is a guaranteed issue for ages 60 to 79! No health questions!
See the video from our impromptu sales gathering.
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…
Here, we will show the latest guidance on the Annual Election Period and beyond for 2024 with regard to Medicare Advantage and Part D marketing.
Remember, Medicare Supplements do not follow Scope of Appointment or generalized MAPD marketing rules.
See the videos:
Updates on AEP Preparations and state changes
See meeting notes under the video:
Updates on: LASSO, Mutual of Omaha, GPM, Woodmen of the World, and others:
See meeting notes under the video:
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:
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:
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:
You WILL feel horrible when your client says this to you, too.
See the notes under the video:
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.)
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:
Focus on clients leaving an employer plan for Medicare and MUCH more.
See this internal office meeting video below:
See the video:
AEP stats are in and where we go from here.
See this internal office meeting video below:
See the video:
How we are fine-tuning and adding automation to help with clients screening.
See this internal office meeting video below:
See the video:
How we are fine tuning and adding automation to help with clients screening.
See this internal office meeting video below:
See the video:
Also, our process improvements for AEP and what to expect.
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:
We discuss our incoming call protocol and best practices, as well as continuous improvements in our internal process.
See the video:
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