CMS Enforcement to Begin? October 11 2021 Meeting

 

In this internal office meeting, we discuss the CMS Memo addressing the misleading Medicare Advantage commercials that are playing on the television non-stop.

Also, our process improvements for AEP and what to expect.

 

See the video:

 

     


Member Login Button

Questions?

Click Here

 

Surviving AEP and Life Tips

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:

     


Member Login Button

Questions?

Click Here

 

Industry Updates for AEP – IMPORTANT – Sept 27 2021 Meeting

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:

     


Member Login Button

Questions?

Click Here

 

September 13, 2021 – Medicare Trivia and Carrier Updates

Chris Westfall Medicare Agent Training

There are MANY scenarios in the world of Medicare.
Here, we go over a few that agents VERY often get wrong.

See the video:

     


Member Login Button

Questions?

Click Here

 

August 16, 2021 Meeting – Handling “I want to think about it”

Handling Medicare Objections


Do you ever get those automatic objections to moving forward?

Maybe it is, “I need to sleep on it.” or, “I need to talk to my ….”

We discuss that today and how Melanie and others get through it to take an application.

See the video:

     


Member Login Button

Questions?

Click Here

 

August 9, 2021 Meeting – Using Competitive Advantage

Sell Medicare Insurance by phone

Whatever YOUR competitive advantage is, use it!
If you do not have one yet, build it!

Notes under the video..

See the video:<

     


Member Login Button

Questions?

Click Here

 

June 12, 21 Office Meeting – Improving Our Process

Collaborating on how we can prevent problems with client enrollments, and other things we need to improve in our shop.

Notes under the video..

See the video:<

     


Member Login Button

Questions?

Click Here

 

Dental + Vision + Hearing: Best Plan We’ve Found

Important Update: June 29, 2021: Video from our LIVE event in Charleston June 26 with a new product announcement from Manhattan Life: In addition to their existing, competitive Dental, Vision & Hearing plan – Manhattan Life has announced their DVH…

     


Member Login Button

Questions?

Click Here

 

Gaylan Hendricks on Effective Cross-Selling

Gaylan Hendricks has a proven track record of setting records and creating unique products for our industry.

She is the creative force behind the Aetna Cancer plan and the super popular Manhattan Life dental/vision/hearing plan, among others.

Gaylan came to Charleston to talk with our folks about how and why to bring up these critically important topics.

     


Member Login Button

Questions?

Click Here

 

Hiring and Growing an Agency – What We Do

Hannah spoke at our LIVE event in Charleston in June 2021 on what we have figured out in hiring staff and growing the business.
From assigning people to roles based on their strengths to challenges we've experienced along the way, Hannah covers a lot…

 

See the video:

     


Member Login Button

Questions?

Click Here

 

06-07-21 Office Meeting – New (2) State Laws!

Revealing two changes to state laws that will create more opportunities for Medicare Supplement options.

See the video:<[email protected]@>

     


Member Login Button

Questions?

Click Here

 

05-24-21 Office Meeting – Remembering What is Important

Always working to fine-tune our focus, this week we discussed how we can better communicate with our new clients.

This is our internal office meeting from May 24, 2021:

See the video:<[email protected]@>

     


Member Login Button

Questions?

Click Here

 

5-10-21 Office Meeting | Growth Update & National General Med Supp

Medicare Growth Update April 2021

Growth Updates, Russian Hackers, National General Medicare Supplement Review, and LIVE Charleston Agent Event..

This is our internal office meeting from May 10, 2021:

See the video:<[email protected]@>

     


Member Login Button

Questions?

Click Here

 

Improve Your Website, or Get Lost on Google Search

Google is implementing the “Page Experience Update” where they will begin penalizing websites that users might find annoying, slow, a bad experience, etc. There are a bunch of signals they are looking for and they are calling these “core web vitals.”

Here is a great explanation of what to look out for in your website and some suggestions on what you can do to fix these problems if they exist.

There are also some valuable resource links under the video:

     


Member Login Button

Questions?

Click Here

 

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]@>

     


Member Login Button

Questions?

Click Here