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.   <!@split@> Anyone struggling with Premiums→ AEP we can move to MAPD Aetna customer service issues & looking for other carriers that…

     


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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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ManhattanLife Assurance Company Launches

ManhattanLife Assurance Company of America is launching across the country. This new product name will be replacing Western United Life and Manhattan Life Medicare Supplement in many states. This product has unique features including a household discount (married or living…

     


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Lost a Client to MAPD Mid-Year?

An agent recently wrote in a support ticket that she had just lost a client to an Advantage plan and this happened for June 1st. She went on to say that this plan was not a Five Star Medicare Advantage…

     


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Appointment Follow Ups

I found this kind of follow-up to be critical to help prevent folks from taking our information and then going directly to the carrier or to another agent with what we had brought them. Stop losing business direct to the carrier.

This process will also help when you have given all the GOOD information to a prospect, who then is inclined to take it to their FORMER agent, who probably gave them bad advice.

See this recent support ticket on this very topic:

     


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Mutual of Omaha Electronic Application Demonstration

This video training covers the Mutual of Omaha, Omaha Insurance Company, United World, and United of Omaha Electronic Application process.  Contact information is located below the videos: E-App Overview: E-App DEMONSTRATION:  Mutual Sales Professional Access Overview (SPA)      Video…

     


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24-Year-Old Wrote 11 Cases Last Week, This is How:

This is an interview with Hunter. He lives in Ohio and sells 100% by telephone in multiple states.

Hunter talks about his lead generation method and what he says on the phone.

He came from a background with a Cancer insurance-focused agency and talks about his approach with that, too.

From how he schedules his day to how he unwinds at the end of the week, Hunter tells all in this informative and inspiring interview:

&

     


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Working from Home During the Pandemic

All of the staff in our agency is now working from home. This is a snippet of our first virtual meeting. Skip ahead to the 12-minute mark if you want to see my take on the Pandemic and our response….

     


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Outsourcing – What you need to know

This webinar covers how to hire an outsourced telemarketer and the best ways to interview, pay, provide feedback, and profit from their help in your business. You can hire telemarketers for $3 per hour and up. <!@split@> I have found…

     


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Corona Virus, Hurricanes, Snow and Seniors

The insurance industry has, for the past 15 years at least, been moving faster and faster toward telephone transactions only.

Whether it is hurricane season, snow-blocked roads, or spreading viruses where seniors are most vulnerable, seniors would much rather NOT have you come inside their home in 2020 and beyond.

More than ever before, seniors are more likely to trust a licensed agent on the phone and the difficulties of the 1990's in this arena have almost completely disappeared.

Where, in the past, insurance agents would need to scramble to create trust and credibility as to the process of conducting business by phone, today it is completely normal, even for seniors, to conduct all financial transactions by telephone and online. Insurance is no different.

With all of the insurance companies now offering easy online enrollment tools for agents, most not requiring a signature of any kind, it has never been easier to run our business 100% over the phone.

Our internal agency has been growing in leaps and bounds and there is no stopping the growth.

Companies like E-Health, Spring Venture Group, and many others have created call centers up to 1,000 agents sitting in one building doing enrollments over the phone all day, every day.

The number of products and services now being offered 100% online means that agents must make a choice: Either be limited by travel, distance, and physical constraints of how many clients you can help in a day or be unlimited by using the telephone, a headset, and simply-scalable office helpers who can continue to grow your enterprise without experiencing rain, sleet, snow, hurricanes or yes, even pandemic viruses!

While many FMO's (Field Marketing Organizations that sell insurance products) continue to spend 99% of their time pushing contracts onto new agents, there is one organization that has existed since 2013 with the sole purpose to share real, actionable intel to agents from being an actual practitioner… An organization that actually sells insurance to the senior community each and every day and actually shares what they've learned and what is working on the site: Medicare Agent Training.com

So, while pushing contracts is not the goal of this organization, top-level contracts are available via SellMedicareByPhone.com Actual agent success is why this site exists and it is knowledgable support that has made the difference in the lives of countless agents in the site's first 7 years of existence.

Near-24 hour support on how to issue the right case to the right client at the right time with the right product and carrier exists via immediate-response support tickets on the MedicareAgentTraining site for members.

This feature, alone, has saved thousands of client acquisitions for agents who simply did not know what they could do in particular situations, often involving unique special election periods that their prospective client could qualify for. And yet still, the contract-pushing FMO's know nothing except what new company is offering what bonus, and what they have been told to push, by management.

Updates from industry insiders are provided to site members.
These are updates from top producers, not contract pushers or seminar promoters.

Do as I do, not as I say.“, is the motto at Medicare Agent Training.

We help agents to effectively communicate to seniors and efficiently deliver the right product from the right carrier at the right time.

Seniors don't want you at their front door.
They don't want to get dressed up, put the dog away, or offer you something to drink.
They do it because it is polite. But driving to their house, confirming they are home, knocking on their door, even putting gas in your car to do all of the above – complete unnecessary waste of time.

They want their problem solved in the easiest way possible, and that is by phone.

 

 

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Humana Agent Focus Group

February 2020: Had an invitation to participate in a Humana Agent Focus Group today and took away a few insights both from Humana and other agents who are doing everything face-to-face. Here were my observations:     Well, this was…

     


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What to do after PlanFinder Tool Change!?!

We are ready and our tool is actually MUCH better than using Medicare.Gov We have been using this for two years, quite successfully. Video on the issues of Medicare trying to replace agents:  The new look for PlanFinder on Medicare.gov…

     


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From Washington DC – Potential Changes For Us

Updates from this week that we spent in Washington, DC and what to expect in Medicare for this AEP and beyond..   NAHU is working on several legislative initiatives. If you’re not a member, consider joining www.nahu.org Some things they…

     


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