How we are fine tuning and adding automation to help with clients screening.
See this internal office meeting video below:
See the video:
Process Improvements for AEP Nov 1, 2021 Meeting
Medicare training on how to sell Medicare Supplements by phone
DVH
Ameritas NEW Product Sneak Peak
Ameritas was at our LIVE event in Charleston and announced new product offerings that will start in July, 2021.
Here is the video:
Creating a Client Experience: 2-1-21 Meeting
Do you create a memorable client experience with your phone calls?
Doing so means that your clients are far more likely to refer you to their friends and family.
This is one of the topics we covered in this agency meeting, held 02/01/2021.
Also, updates on Accendo expansion and US Fire Medicare Supplement, IASADMIN, and CSG Quote Engine..
Members-only can … watch the video:
Office Meeting September 28 2020
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…
Medicare Updates – Monday 08/31/20
August 31, 2020 Office Meeting Notes under the video. To see more of our office meetings, click here. <[email protected]@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “08312020 Meeting Edit”,”description”: “This video contains 08312020 Meeting Edit”,”thumbnailUrl”: “https://embed.vidello.com/71/2mptuhhgdar7fmys/video/splash.jpg”,”uploadDate”: “2020-08-31T22:19:47.000Z”,”duration”: “PT20M57S”} Anyone struggling with Premiums→ AEP…
Aetna’s Visit
9-27-18 Aetna reps came to visit our office to discuss their new products, specifically the Hospital Indemnity Flex (a perfect counterpart to MAPD plans) and their new Dental+Vision+Hearing plan. <[email protected]@> We had questions, they had answers. Part 1 – DVH…
January 2018 Update
A few updates that you should be aware of, involving the CUL (now Manhattan) dental plan, Mutual of Omaha, Aetna, and Bankers Fidelity. Shortcuts to the Updates: Aetna Expansion Update Bankers Fidelity Update CUL Dental Update Mutual of Omaha Expansion…
January 3 2014 Webinar -Starting 2014
This webinar covered the changes to Medicare for 2014 and how the companies are dealing with the new year. Also, covered lead generation and sales tips for your Medicare Supplement business. Click the image to watch the video: …
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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