Improvement for Client Communications and more..
See meeting notes under the video:
02-22-21 Defending Clients – Office Meeting & AETNA Update Webinar
Wellcare is at it again with their old tactic of trying to convert our Part D customers into MAPD customers (and cutting out the agent, of course.)
Mutual of Omaha launching lower rates in a few states, Aetna with a new Life product, and a dental product you've probably never heard of before – quite enticing.
Members-only can … watch the video:
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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. Stop losing business direct to the carrier.
This process will also help when you have given all the GOOD information to a prospect, who then is inclined to take it to their FORMER agent, who probably gave them bad advice.
See this recent support ticket on this very topic:
Renewals for Residual Income
Best practices for maintaining your book of business. In this video, we go over how to create a renewals-notification process that is highly effective and gives you a very high chance of maintaining your clients over the years. Show…
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