Sept 25, 2023 Meeting – SOA Talk & Birthday Rule

Scope of Appointment, Spouses, best practices and MORE state changes See meeting notes under the video: AGENDA Chris Part D E-mail Template in Radius: “AAA PART D OPTIONS 2024” Part D Text Reply Template, called “AAA - Part D 2024 TEXT REPLY” Testing a blanket SOA System later today.. Updates to follow. Prosperity Life has terminated us (and thousands of others) for non-production. Humana loses huge doctor network - Baptist Baptist Health Medical Group is a comprehensive network that includes more than 1,100 physicians and advanced practice clinicians across Kentucky and southern Indiana. Providers represent more than 75 specialties, including primary care and family medicine, internal medicine, osteopathic medicine, emergency medicine, general surgery and a wide range of surgical specialties offering advanced treatments and care. California: Blue Shield Underwriting Holiday on Plan G, G Extra, and G Inspire plans until 12/31. From Blue Shield California: We’re ecstatic to announce our Underwriting Holiday is BACK through December 31, 2023! This offer allows your clients that are new to Medicare and/or new to Blue Shield of California to enroll in a Blue Shield of California Plan G Extra, or Plan G Inspire Medicare Supplement plan without answering any health questions or underwriting approval. BONUS! Earn $200 for every approved new to Blue Shield Medicare Supplement plan application for January 1, 2024 effective. This bonus program is limited to Plan G Extra and Plan G Inspire new enrollments only. You can earn an additional $50 bonus for every approved dental plan sold in conjunction with Medicare Supplement Plan. Applications must be received with a signature date between October 1, 2023, at 12 a.m. through December 31, 2023, at 11:59 p.m. Applications for these plans must be received during this time to be eligible. *Applications submitted through the holiday is fully commissionable. Blue Shield pays lifetime of the policy. Oklahoma has switched it’s OE to a Birthday Rule, up to 60 days after birthday. Paid as G.I. https://content.govdelivery.com/accounts/OKOID/bulletins/3706aeb Mutual of Omaha says only use paper apps, and they won’t pay us on them. https://view.e.mutualofomaha.com/?qsca2c06c363592506b15f41101b6a3edbc67d961df618874131b2183ed9d4348a2b53122af371d5631185a71f62e3b8937c5aa27026426756d15f7c56e0a4f5cac9043947eebdf796918efe097ced50e2 Kendall Wellabe: We are given a case number when we apply. This is NOT the policy number but Agents still need to save this in the Client Sheet notes. We can only save the app that does not have the client’s signature. This does not need to be saved. Once the policy is approved, Jennie will be able to save the correct application with both agent and client signatures. Woodmen of the World: Signature process involves a code sent only to the client via text or email The bank draft form is saved separately (like Ace/US Fire) so when writing Woodmen, make sure to save the app and the separate bank draft.

Recent Posts