Four Videos here on AEP, including a unique Part D opportunity: Here we talk about what you should be doing to get ready for the Annual Election Period (AEP) which is officially from October 15 through December 7th. During…
MedicareAgentTraining.com
Medicare training on how to sell Medicare Supplements by phone
e-app
CIGNA New E-App Webinar
This is the latest Cigna webinar showing how to do the electronic application for Medicare Supplement and/or the other ancillary products. This webinar runs approximately 30 minutes. State Approvals Product Availability Chart – CSB (PDF 459.48k) Rate Adjustments – ARLIC…
New CIGNA CHLIC Products
Here are two major tips about CIGNA business: 1) CIGNA does not draft upon approval, OR on the effective date. They draft on the date that the person selected, but only AFTER the effective date. So, if the person chose…
Aetna E-App Glitch FYI
Yes, they know about the glitch, but your not knowing about it can be frustrating. See the video: …
Manhattan Life E-App Improvement
Updated August 7, 2015: Manhattan Life’s eApp now features an expedited underwriting feature that enables you to complete the underwriting process while your applicant is on the phone. The new expedited underwriting feature is available only for underwritten cases. Here’s…
Transamerica (old Stonebridge) E-App Signature Review
The Transamerica (old Stonebridge name) Electronic application is just like the Aetna application, as it is on the I-Go Platform. The only difference, really, is in the signature process, where Transamerica opted to NOT ALLOW clients to complete the application…
Aetna E-App Demonstration
Tips and tricks to make your Aetna E-App submission as easy as possible for you and the client. Watch the video: And here's a tip to speed up the processing of YOUR applications: Screenshare and how to get them on…
Quick Medicare Update 07-22-15
In the video: Plan G continues to outperform Plan F (more proof) E-Apps are the ONLY way to go Two new companies launching – we'll cover them here See the video:…
CIGNA E-App Demonstration
This is the latest demonstration of the CIGNA Electronic application. This covers CIGNA, ARLIC, and Loyal American (all the same company). The colors in this webinar they did are horrible, but you can still get the gist of the webinar!…
IAC New E-App Procedure
This is the latest IAC (Individual Assurance Corporation) webinar on their electronic (and voice) application process. Watch video here: Timeline for video: 2:50 State Availability of IAC and their Household Discounts 4:04 Company competitive analysis 14:45 How…
LCBA Medicare Supplement Webinar
Video overview of the LCBA application process and how to submit business. We covered this company in this webinar (click here) and the marketability (is that a word) of a product like this is HUGE. See the video:…
Webinar: Two New Med Supp Companies
Please see the replay by clicking on the video: Download the slides here: Helpful Links: Standard Life LCBA Medicare Supplement Facebook Strategy in Detail WordPress Security Strategies…
Mutual of Omaha Electronic Application Demonstration
This video training covers the Mutual of Omaha, Omaha Insurance Company, United World, and United of Omaha Electronic Application process. See this update from 10/01/2016: Electronic Application Agent Guide See this update from 10/15/2014: Med Supp e-App Voice Signature Update…
Stonebridge Electronic Application – NOW LIVE
Stonebridge E-App is NOW Live – ahead of schedule The Stonebridge E-app can be accessed right now, through the agent portal. They offer many signature-gathering methods, including: Voice, I-Pad, E-mail (“click wrap), and Wet signature. The top states for Stonebridge right…
Medicare Market Updates May 23 2014
Covered in this video update: Easier Ways to Get Clients Online Senior Summit Wrap up E-Application Updates on: – Stonebridge – Aetna – Mutual of Omaha – Equitable Life – Heartland National Heartland's New Association Plan See the Video: Runtime:…
CIGNA Electronic Application Webinar
This is a company demonstration of the CIGNA Electronic Application. Watching this will save you time and frustration! (This video was from mid-2015) CIGNA's electronic application requires NO physical signature from the client. (This updated video was from January 2016:)…
Webinar Replay: Manhattan Life Medicare Supplement
Webinar Replay from 09-27-13 We cover the launch of Manhattan Life Medicare Supplement Click here for the video: There are point by point instructions in the Underwriting Guide pages 24-35. Also you can call 1-888-441-0770 for online enrollment assistance….
CSI Medicare Supplement E-App
There is news regarding CSI and their electronic application changes. Watch the video to see the details: CSI Voice Signature Guide PDF CSI New Bankdraft Form CSI State Availability Map: Update March 2015: “New Improvements to CSI and CSI Life…
Update on Company E-Apps
Posted by Chris earlier today on another forum: Sentinel's E-app is garbage. Nice folks, but garbage E-app. Forethought corporate board and legal team approved the screen share method for obtaining signatures that I invented four years ago. So, almost an…
Click on the little man and send a support request:
Our
Podcast
Answering
Your
Frequently-Asked Questions
