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:
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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:
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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:
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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: <!@split@> Notes from the Meeting: 1) Template we send to Manhattan Life DVH clients on how to…
Our internal agency office meeting for 12/21/2020, where we cover process improvements, selling in Missouri, California, and New York, specifically, and other items that help! <!@split@> Covered in this meeting: Listening for “Buyer's Remorse” in subsequent calls with questions from…
Losing money is not a very good way to run a business. There are situations where you can obtain a new client, write them a policy and get them approved, and yet still get paid zero or next to nothing…
The Annual Enrollment Period for Part D and MAPD is usually October 15 to December 7th.
This year, though, things have gotten slightly crazy.
Here is a list of extensions… Special Enrollment Periods.
As to an extension of AEP due to COVID, that is not happening in early 2021.
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UPDATE: December 2020
The big carriers, Aetna, Cigna, Mutual of Omaha, et al have made it known that they have no intention of paying agents for writing Medicare Supplements to Trial Right clients who were 65 when they started with a Medicare Advantage plan and, within that first 12 months, opt to go back to original Medicare where they can, per Medicare, buy ANY Medicare Supplement plan in the market.
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Updates on setting proper client underwriting expectations, office communication during chaos, and internalizing the frustrations of clients outside of the office. See the video: <!@split@> Mentioned in this video, covered more in-depth here: Colorado and Every Plan F Person=…
Update on November 20, 2021: <!@split@> Colorado has…
Updates about what we are experiencing with carriers during the AEP for 2021. Also, reminders of the opportunities with carriers and states we have covered recently in webinars. See the video: <!@split@> Mentioned in this video, covered more…
We constantly keep our eye out for unique opportunities that those agents, who still don't see by phone, just cannot take advantage of. This is one such opportunity. See the video!!! <!@split@> See the Cigna Webinar about the Oregon…
Medicare Advantage commercials fill the airwaves on every television network. Hundreds of MILLIONS of dollars are being spent to lure seniors out of their original Medicare and into HMO's where it seems like they promise everything short of unicorns and…
Usually, I'm a kind of private guy – I know, sounds weird with having a website sharing everything we are doing, but it's true. Here, for the first time in the 8 year history of MedicareAgentTraining.com, I am showing what…
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