See the video:
See the video:
Wrapping up AEP – what are the highest priorities right now..
See the video… agenda is under the video here:
Process improvements and updates on AEP business.
Agenda is below the video:
AEP is underway and we are making great progress with the automation we are using to put incoming calls and form leads where they belong..
Here is our internal office meeting, followed by a sales-only meeting and what we need to remember during AEP.
Notes are under the video below:
In this meeting on October 2, 2023, we discussed our new internal policy on gathering the Scope of Appointment for Medicare Advantage appointments and other AEP preparations.
The meeting agenda is posted under the video below. Also, the Blue Shield Underwriting Holiday details for California and updates on Woodmen of the World, Oklahoma, and other topics, such as how to avoid the most common car crashes and what to do after a crash..
See the video:
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:
Scope of Appointment, Spouses, best practices and MORE state changes
See meeting notes under the video:
Updates on AEP Preparations and state changes
See meeting notes under the video:
AEP Preparations and a couple carrier updates…
See meeting notes under the video:
AEP almost done – making our final push with improvements
See meeting notes under the video:
AEP things to add, improvements to process, and more.
See meeting notes under the video:
AEP Appointment management, handing the PDP and MAPD appointments ahead of time and managing expectations with clients when you have too few appointment spots for AEP. These and more topics during the height of AEP.
See meeting notes under the video:
AEP Underway, Streamlining Process, IAS TPA Tips, CIGNA MAPD update, and more.
See meeting notes under the video:
AEP begins.. what we have done to get ready and how we are improving processes, mentally and technically.
See meeting notes under the video:
When carriers take your clients behind your back and other process improvements in communication to help AEP be easier than ever before.
See meeting notes under the video:
AHIP is done in our agency, and carrier certifications have almost all been completed for AEP.
Lots of updates, reminders, and internal policy improvements here.
See meeting notes under the video:
AEP stats are in and where we go from here.
See this internal office meeting video below:
See the video:
One day left in AEP – the information needed to get us across the finish line!
See this internal office meeting video below:
See the video:
One week left in AEP – the information needed to get us across the finish line!
See this internal office meeting video below:
See the video:
Also, our process improvements for AEP and what to expect.