4-26-21 Office Meeting – NEW CARRIER

With updates Medicare, a new proposed Medicare system, a new benefit from FEMA to our clients, and how to get leads back on the phone

This is our internal office meeting from April 19, 2021:

See the video:<[email protected]@>

     


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Meeting Update: 11-16-2020

Updates about what we are experiencing with carriers during the AEP for 2021. Also, reminders of the opportunities with carriers and states we have covered recently in webinars.   See the video:   <[email protected]@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “111620”,”description”: “This video…

     


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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…

     


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Working from Home During the Pandemic

All of the staff in our agency is now working from home. This is a snippet of our first virtual meeting. Skip ahead to the 12-minute mark if you want to see my take on the Pandemic and our response….

     


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Internal Agency Weekly Office Meetings

Some agents ask if they could visit our offices. As we have grown offices four times in the past four years, there is still not enough space to have outside agents join our time for our daily routines very often….

     


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