How to communicate to clients that we are NOT a quoting service. See meeting notes under the video: NOTES: AGENDA Hannah \tIf someone says they didn’t receive their policy or ID cards (or anything else) in the mail. We should \tVerify their mailing address \tMake sure the mailing address was included on the application \tAdd a task to update address and/or have docs resent \tMake sure we are checking for drugs/doctors on PDP/MAPD appointments. Need to call to make sure they submit those. \tIf you schedule one of those appointments, make sure to let them know there is a “step 2” where they need to submit that \tShould be creating an LA Pro account when the appointment is scheduled. \tRadius notes- make sure we are putting notes about all our conversations. Shouldn’t be seeing appointments scheduled without notes from the conversation. \tCopy and paste the calendar event in there does not take the place of our notes. \tAnswer the phone! Still see calls go to VM when plenty of people are off the phone. WTF YOU GUYS \tContinue to see calls go to VM when most of the office is not on the phone \t4:55 is still business hours \tI am still managing the VM sheet to assign the correct color, fix formatting, and make sure everyone is getting called. I should not be having to do that. \tAll the color assignments, formatting, etc should be taken care of by the first person to work that line. \tWe should calling/texting based on the VM Protocols \tIf you hear from someone that would be a good testimonial story, please remember to see if they’d be willing to do a zoom with Chris. \tLove us and have a unique story such as \tWe saved them a ton of money because they were on the wrong plan \tThey are an example of the issues with MAPD \tThey have encountered firsthand anything in our videos. \tNew Lead May 2022 Tag \tContest Winners \tSales- Most DVH -Melanie \tAdmin- Most Outbound Calls- Ashley \tMay Competitions: \tSales- Highest Cancer Ratio (not total) \tAdmin- Most Inbound calls Chris \t"Facts Tell, but Stories SELL" Dani Johnson \tRemember we are not a non-profit information-giving service. \tOur goal is to become their advocate - not just provide information. \tMake a point to talk about working with us, specifically - more important than any rate or carrier they are picking right now. \tWHO they decide to work with as their agent is far more important than the carrier choice in front of them right now. \tWe also get $100 bonus for every interview scheduled \tFeel, Felt, Found, and Call to Action \tOur latest videos - FYI on what clients and prospects are seeing. \thttps://youtu.be/lg9ueXiJbR8 \tPart B Changes for 2023 - effective first of the month after applying \tThis applies to months after T65 AND G.E.P. for Part B. \thttps://youtu.be/4Eckh8INa3E \tApril 2022 OIG Report on 13% PA’s and 18% claims not paid that should have been approved. \tMentioned AmericanDentalCoverage.com (seeing VM’s and inquiries coming in) Nicole \tMay the 4th Be With You - Star Wars dress-up day on Wednesday \tCinco de Mayo - I’ll be bringing in taco dip and guacamole
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