AEP things to add, improvements to process, and more.
See meeting notes under the video:
cancer insurance
October 17, 2022 Internal Office Meeting | AEP Started
AEP Underway, Streamlining Process, IAS TPA Tips, CIGNA MAPD update, and more.
See meeting notes under the video:
Surviving AEP and Life Tips
Surviving AEP means starting with the right frame of mind. We cover agency improvements and important reminders.
See this internal office meeting video below:
See the video:
Cancer Plan Cross Selling
This is the long-awaited training on how to successfully add Cancer plan marketing to your existing business. By doing so, agents are able to double their first-year commissions on cases and get referrals from folks impacted by Cancer that would…
When to Cross Sell and When Not to Cross Sell
I'm often asked, “WHEN is the best time to ask your client, or potential client, about other products that they may be interested in?”
Yes, there are plenty of things that your clients may eventually want to purchase, but the best thing to do is to first make them a client, preferably by saving them money. Then, and only then, talk about cross selling other products to your Medicare Supplement client.
Medico Webinar on Cross Selling
Today's webinar held by Medico covers the Skilled Nursing Care benefit within original Medicare and why a senior needs additional coverage on top of what Medicare covers. This webinar was focused on how to cross sell other products to your…
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