AEP Underway – 10-16-23 Meeting

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:

     


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October 2 ,2023 Meeting – Scope of Appointment Stuff

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:

     


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October 24 ’22 Internal Meeting – AEP Tweaks & Fixes

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:

     


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December 6 End of AEP Meeting

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:

 

 

     


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CMS Enforcement to Begin? October 11 2021 Meeting

 

In this internal office meeting, we discuss the CMS Memo addressing the misleading Medicare Advantage commercials that are playing on the television non-stop.

Also, our process improvements for AEP and what to expect.

 

See the video:

 

     


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