Updates and best practices- always improving.
Our February 2022 monthly numbers included gains of 77.83% growth in total number of applications and 142.67% increase in Medicare Supplement applications vs. February of 2021.
See this internal office meeting video below. Notes from the meeting are under the video.
One week left in AEP – the information needed to get us across the finish line!
See this internal office meeting video below:
See the video:
How we are fine-tuning and adding automation to help with clients screening.
See this internal office meeting video below:
See the video:
Also, our process improvements for AEP and what to expect.
Surviving AEP means starting with the right frame of mind. We cover agency improvements and important reminders.
See this internal office meeting video below:
See the video:
There are MANY updates to the lineup for AEP going into 2022 plans and things going on behind-the-scenes.
See this internal office meeting video below:
See the video:
If you have been recommending that your senior clients utilize GoodRx for determining the best local source for their drugs, this is something you will want to know.
GoodRx has entered into an exclusive agreement with GoHealth to provide Medicare plan information and marketing to all GoodRx users.
This means that, for every person you have referred to GoodRx, they are now being marketed through that platform to get their Medicare insurance needs now met through GoHealth.
Here is the press release – click here.
We will have a solution for our agents and members to this situation very shortly – stay tuned!
There are MANY scenarios in the world of Medicare.
Here, we go over a few that agents VERY often get wrong.
See the video:
With updates to our internal process and a new product offering, making it much easier to help those who are choosing Medicare Advantage plans.
This is our internal office meeting from April 12, 2021:
See the video:<[email protected]@>
Our new internal numbers are in, comparing March of 2021 to March of 2020.
That, and a WHOLE lot of other updates in this week's office meeting for April 5, 2021.
See the video:
We discussed Part D start dates, tracking closing ratios, and why folks do not close on the first call.
Members-only can … watch the video:
<[email protected]@>
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:
<[email protected]@>
Georgia has declared a Special Election Period pertaining to Medicare, for those folks who did not / could not exercise their options during the typical Annual Election Period. This special period impacts Medicare Advantage and Part D plans and runs through March 31, 2021.
See what this means, and carrier notices on this, below:
<[email protected]@>
MA OEP lasts until March 31st. The importance of using a CRM and documenting every conversation. What we learned about mentioning other products we help with, and more.
In today's office meeting, we reviewed Open Enrollment, Guarantee Issue, and Underwriting scenarios as they pertain to Medicare Supplement timelines. See the video: <[email protected]@> Notes from the Meeting: 1) Template we send to Manhattan Life DVH clients on how to…
Losing money is not a very good way to run a business. There are situations where you can obtain a new client, write them a policy and get them approved, and yet still get paid zero or next to nothing…
October 12, 2020 Office Meeting Notes under the video. A TON COVERED HERE! To see more of our office meetings, click here. See the video: <[email protected]@> (There are Chapter Markers at the bottom of the Video Window. You can…
Tips for helping seniors during the Medicare AEP in this Monday Morning Meeting.
EnvisionRx was quite competitive in 2019 for the 2020AEP season. We wrote hundreds of their plan in our office using their quirky Docusign method of selling over the phone. <[email protected]@> Now, they have announced that they are pulling out of…
See the video on the Wellcare billing situation and other post-AEP surprises for some seniors, regarding their drug plans in 2020: See the members-video and resource document below it: Here is the document that outlines what is going on…
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