Automated Screening for Underwriting: 11-08-2021 Office Meeting

How we are fine-tuning and adding automation to help with clients screening.
See this internal office meeting video below:

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01- 11- 2021 Medicare Update & Opportunities

Medicare Agent Training Chris Westfall

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:  

     


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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.

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

See this recent support ticket on this very topic:
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