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..

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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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4-26-21 Office Meeting – NEW CARRIER

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]@>

     


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04-19-21 Meeting – GET them TO Answer!

Insurance Phone Skills

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]@>

     


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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]@>

     


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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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