New E-App coming from Cigna… when? We don't know. There is no date yet announced for the implementation of “Express App 2.0”. The new E-App was announced literally TWO HOURS before the webinar showing how to use it. We…
You know what questions to ask. You know how to fill out an application, but you might be seeing your closing ratio slip and your cost per acquired lead is going up. Why? This is something we identified in our…
These updates cover AETNA, Bankers Fidelity, Mutual of Omaha companies, CIGNA, and Everest Re. Some good, some bad updates – but you need to know, and you won't get a company flyer on some of these updates! See the…
This is one of the presentations from a recent LIVE event we had for agents in Charleston, SC. Below, Robert explains some of the ways we use automation to make life easier with our CRM. If you use a different…
REMEMBER: YOU HEARD IT HERE, FIRST: As predicted in our Nashville meeting in early 2018, this shift of focus has now taken another great turn. More carriers are getting behind this initiative and it will be even better for agents…
Here is a recent example of cross-selling where a client needs additional items besides just the Medicare Supplement, and this is one example of how it can be done successfully… hear the call: …
How you start the call makes ALL the difference. Whether or not you control the flow of the conversation, how you speak, questions you ask, etc mean the difference between taking applications or just having nice conversations. In this video,…
Have you seen a new ad for a brand new Medicare Supplement in your state? Is your phone ringing off the hook with all of the big FMO call centers telling you that you should get in on this brand…
Update from the Mutual Sales Leaders trip March 2019: Approached (day one) by four guys who said that they attribute a significant portion of the credit for their success from the information found on MedicareAgentTraining.com. I cannot tell you how humbled…
As we have covered in the past, the California market is very unique from the rest of the country in that they have the Birthday Rule. This allows anyone with an existing Medicare Supplement plan to change to an equal…
LIVE EVENTS This event is two days, May 31st (Friday) and June 1st (Saturday). The event will be right near the Charleston SC airport all day Friday and Saturday. We will be going in-depth with lead generation, follow-up and sales…
One of our members, Curtis, posted the following message in the member forums. He was asking specifically whether or not anyone has used RingCentral and their experiences with their new screen sharing/video conferencing platform. Please see the video reply under…
What would it be like to travel the world, full-time, and work less than 20 hours a week on building your residual income? See the video: Find out, in this interview with Ross in New Zealand: Q&A After the Video:…
So this is something we have never done before. We turned on cameras and left them running all day. Capturing just a few of the things that happened in our office, to keep it shorter than 8 hours, you now…
Today we started getting Lapse notices from one of our primary carriers and, it turns out, they are false alarms being generated by a new change in policy. The policy, allowing new and old policyholders to change their draft date…
Best practices for maintaining your book of business. In this video, we go over how to create a renewals-notification process that is highly effective and gives you a very high chance of maintaining your clients over the years. Show…
Going forward from 2018 into 2019, we are adding new employees in our shop and continuing to learn more about marketing, including the addition of some lead sources. See the video update: For details on what we're doing, see the…
This video covers the importance of covering the gaping holes in Medicare Advantage plans such as the daily hospital costs, cancer costs, and short-term home healthcare. This is a recent webinar from GTL, which has (in our humble opinion) perhaps…
This is a pretty good webinar from Humana on the opportunities beyond AEP for the Medicare Advantage space. Video: Guidance, this from Aetna, on the OEP (Jan 1 to March 31): See the 2019 OEP_broker educational flyer Are you able…
Update from December 8 – December 31st, 2018 See the video below MAPD people can apply now for February 1 effective date for a Medicare Supplement if they still wish to get off of Medicare Advantage. Once approved by the Medicare…
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