01-04-21 Meeting – Medicare Updates & News

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.   See the video:<!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “jan42021meeting”,”description”: “This video contains jan42021meeting”,”thumbnailUrl”:…

     


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Medicare Updates – Monday 08/31/20

August 31, 2020 Office Meeting Notes under the video. To see more of our office meetings, click here.   <!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “08312020 Meeting Edit”,”description”: “This video contains 08312020 Meeting Edit”,”thumbnailUrl”: “https://embed.vidello.com/71/2mptuhhgdar7fmys/video/splash.jpg”,”uploadDate”: “2020-08-31T22:19:47.000Z”,”duration”: “PT20M57S”} Anyone struggling with Premiums→ AEP…

     


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Facebook Lead Ads into Radius CRM

We have been using the “RadiusBob” (stupid name, eh?) CRM for years now. While it is not perfect, it is functional for the automations we have set up for it. Some of these integrations we use include: Automatic import of…

     


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