Illinois will have a Medicare Supplement Birthday Rule, beginning January, 2022.
That, and other improvements to our internal process discussed:
See the video:
CRM
August 16, 2021 Meeting – Handling “I want to think about it”
Do you ever get those automatic objections to moving forward?
Maybe it is, “I need to sleep on it.” or, “I need to talk to my ….”
We discuss that today and how Melanie and others get through it to take an application.
See the video:
August 9, 2021 Meeting – Using Competitive Advantage
Whatever YOUR competitive advantage is, use it!
If you do not have one yet, build it!
Notes under the video..
See the video:<
August 3 2021 Internal Office Meeting
Buyer's Remorse happens after nearly every transaction. How can it be prevented?
Also, preparing for AEP – what to tell our clients NOW.
Notes under the video..
See the video:<
06-07-21 Office Meeting – New (2) State Laws!
Revealing two changes to state laws that will create more opportunities for Medicare Supplement options.
See the video:<!@split@>
01- 11- 2021 Medicare Update & Opportunities
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:
01-04-21 Meeting – Medicare Updates & News
MA OEP lasts until March 31st. The importance of using a CRM and documenting every conversation. What we learned about mentioning other products we help with, and more.
October 19 Medicare Update
October 19, 2020 Office Meeting Notes under the video. Very short meeting. To see more of our office meetings, click here. See the video: <!@split@> To see more of our office meetings, click here. …
Medicare Updates – Monday 08/31/20
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…
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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30 New Clients Per Month from Telemarketing
- Joseph is 25 years old
- He joined MedicareAgentTraining.com on November 11, 2017
- He is averaging 30 new clients per month in non-AEP months
- He is using 5 Telemarketers
- His telemarketers use a predictive dialer
- He tracks his leads using a CRM
- The Charleston event he references was this one – click here
Facebook Lead Ads into Radius CRM
We have been using the “RadiusBob” (stupid name, eh?) CRM for years now. While it is not perfect, it is functional for the automations we have set up for it. Some of these integrations we use include: Automatic import of…
CRM Automation – Why You Need It
This is one of the presentations from a recent LIVE event we had for agents in Charleston, SC. Below, Robert explains some of the ways we use automation to make life easier with our CRM. If you use a different…
When to start hiring folks
This was a LIVE Facebook broadcast from http://facebook.com/MedicareAgentTrai… Be sure to “LIKE” the facebook page to get notices of future broadcasts. The topic covered here was “When to grow” and first steps into expansion from a one-person shop into…
Customer Relationship Manager (CRM) w/ Membership Discount
I am happy to report that, through extensive testing and referrals, we're happy to recommend this CRM solution for tracking your leads, clients, and commissions. 20% Discount Code with this link: http://medicareagenttraining.com/go/radius/ The Radius difference Lead Management & CRM in…
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