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Webinar
MAPD Trial Right & More + Pop Quiz | Weekly Meeting 5/1/23
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Aetna, Accendo & NYC Retirees | Weekly Meeting 4/3/23
URGENT: ACCENDO Medicare Supplement Update
THIS IS HUGE!
Carrier Updates & Hedging for 2024 | Weekly Meeting 4/3/23
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Humana Med Supp – Great Changes!
Humana announced many new changes to their product line.. while their E-App still leaves MUCH to be desired, these new changes make their product more attractive for long-term client retention and satisfaction. Make sure to watch the briefing all the way to the end.. lots of new good things here:
New State Birthday Rule & More | Weekly Meeting 3/27/23
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Part B Things You Might Not Know – 03-06-23 Meeting
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02-13-23 Meeting | Improving Sales Process & Loss of Medicaid
Millions of seniors will be losing their Medicaid in the next few months.
What kind of opportunity is this? It could be huge.
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02-06-23 Meeting | Timing Issues and More
Internal improvements and guests in our meeting.. See meeting notes under the video:
Improving the Sales Process – January 23, 2023 Internal Sales Meeting
Internal improvements, Chris' experience settling a life insurance policy he sold to a family member, and sales conversations we are failing to have and need to improve upon.
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New Year, New Agency – January 9, 2023
January starts new chapter at SSN. Our internal office meeting from January 9, 2023.
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Final Push During AEP – Tweaks and Expectations
AEP almost done – making our final push with improvements
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October 31, 2022 Internal Office Meeting – Improvements during AEP
AEP things to add, improvements to process, and more.
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October 17, 2022 Internal Office Meeting | AEP Started
AEP Underway, Streamlining Process, IAS TPA Tips, CIGNA MAPD update, and more.
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Medicare Advantage News Bites | 10-10-22 Meeting
Talking points you can use during AEP and things you need to know.
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2023 Part D Landscape | What You Need to know
This is an update for the landscape of what is available and what it will look like for our contracted agents, both on their direct-to-consumer portal (M.I.D.) and LeadAdvantage Pro tools that we use for client enrollments. This information was accurate as of October 5, 2022.
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AEP Starts – October 3, 2022 Internal Office Meeting
AEP begins.. what we have done to get ready and how we are improving processes, mentally and technically.
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Mutual of Omaha Updates – San Diego Trip
Shady Carriers Stealing Clients? 09-19-22 Internal Office Meeting
When carriers take your clients behind your back and other process improvements in communication to help AEP be easier than ever before.
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