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 had an open and free event discussing all things marketing – how to market your insurance agency. The Replay: …
Chris was the guest speaker for the national Aetna Virtual Town Hall webinar on March 24th.
The topic was Building Online Credibility.
Chris covered two of the three pillars for creating online traffic for free.
<[email protected]@>
Federal Employee Health Benefits, Trial Right Scenarios, Credit Card Premium Payments?
And more topics from our weekly internal office meeting.
Members-only can … watch the video:
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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:
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We discussed changes with CIGNA, how we got something changed with US FIRE, and the importance of follow-up.
Members-only can … watch the video:
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Agents have been saying, since the 4th quarter of 2020 that mail delays and disruptions have greatly affected the delivery of direct mail lead pieces and the return on investment into direct mail, altogether.
On March 6, 2021, the Maryland Insurance Administration notified agents and insurance carriers that the delays by the US Postal Service were affecting the delivery of premiums, and policy lapses were now a concern.
For agents considering the use or continued use of direct mail for their business, this should be of great concern.
This is ANOTHER REASON for clients to NEVER choose Monthly, Quarterly, or Annual PAPER billing OR a credit card, which is bound to expire and then, too, they miss the notices.
This phenomenon happens all the time, originally covered here:
https://medicareagenttraining.com/monthly-bank-draft-pay-annually-medicare-supplement/
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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]@>
We lost a potential client because they called in, saying they wanted a particular carrier (that we do not write) and we sent them on their way.
We addressed that today, along with long-term care, along with various other topics like client reviews, etc.
Members can watch the video here:
The meeting is over, see below for the recording.
Link below:
There are some very interesting updates in the Medicare world this week.
We cover the Social Media Monitoring Policy of one of the insurance carriers and the new Medicare stance on Acupuncture, Short-Term Health Plans..and more.
Members-only can … watch the video:
<[email protected]@>
Do you create a memorable client experience with your phone calls?
Doing so means that your clients are far more likely to refer you to their friends and family.
This is one of the topics we covered in this agency meeting, held 02/01/2021.
Also, updates on Accendo expansion and US Fire Medicare Supplement, IASADMIN, and CSG Quote Engine..
Members-only can … watch the video:
You have leads, but how do you get them to stay on the phone? Here is what we have found to work.
If you have been getting hung up on, never even getting to the part where you can help people, you need to watch this.
Members-only can … watch the video:
Update as of February 26, 2021:|
Aetna is expanding (CA and OR will be a huge opportunity!):
The Accendo Medicare Supplement launch was: March 13, 2020
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We covered the death of our clients recently, closing the sale, and more ways to get them to answer the phone.
Members-only can … watch the video:
Our meeting today covered improvements in our process, things we are experiencing and how to fix them, and opportunity updates for California's birthday rule.
Members only can … watch the video:
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]@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “CamtasiaVersion012820″,”description”: “This video contains CamtasiaVersion012820″,”thumbnailUrl”: “https://embed.vidello.com/71/yop2zt3mcky0dpa4/video/splash.jpg”,”uploadDate”: “2020-12-28T18:31:56.000Z”,”duration”: “PT40M33S”} Notes from the Meeting: 1)…
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