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:
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We discuss our incoming call protocol and best practices, as well as continuous improvements in our internal process.
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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 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.
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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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]@>
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]@>
We had an open and free event discussing all things marketing – how to market your insurance agency. The Replay: …
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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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:
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We discussed changes with CIGNA, how we got something changed with US FIRE, and the importance of follow-up.
Members-only can … watch the video:
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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.
Members can watch the video here:
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..
Members-only can … watch the video:
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.
Members-only can … watch the video:
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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We covered the death of our clients recently, closing the sale, and more ways to get them to answer the phone.
Members-only can … watch the video:
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.
Members only can … watch the video:
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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