Lost a Client to MAPD Mid-Year?

An agent recently wrote in a support ticket that she had just lost a client to an Advantage plan and this happened for June 1st. She went on to say that this plan was not a Five Star Medicare Advantage…

     


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Aetna E-App and Site Navigation

Aetna Corona Virus Town Hall April 15, 2020 This was a webinar done by Aetna on the transition into phone-only presentations and sales. Aetna E-App Webinar Applies to Aetna, Accendo, American Continental, Continental Life Aetna Dental / Vision / Hearing…

     


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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.  Contact information is located below the videos: E-App Overview: E-App DEMONSTRATION:  Mutual Sales Professional Access Overview (SPA)      Video…

     


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Cigna Express App 2.0

  New E-App coming from Cigna… when? We don't know. There is no date yet announced for the implementation of “Express App 2.0”. The new E-App was announced literally TWO HOURS before the webinar showing how to use it. We…

     


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September 15 Update – Getting Ready for AEP

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…

     


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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…

     


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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…

     


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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…

     


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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:…

     


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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!…

     


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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…

     


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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:…

     


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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…

     


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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:…

     


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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:)…

     


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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…

     


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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…

     


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