AEP Results Recap
Video:
Correction to the Video:
It is not Blue Shield of CA that is rejecting (in December) MAOEP Medicare Supplement applications until January 1.
It is United American / Globle Life. They say they can be submitted January 1 for February 1 effective dates.
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:
Scope of Appointment, Spouses, best practices and MORE state changes
See meeting notes under the video:
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…
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…
As we have covered in the past, the California market is very unique from the rest of the country in that they have the Birthday Rule. This allows anyone with an existing Medicare Supplement plan to change to an equal…
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