New to the Medicare insurance industry? Welcome, and congratulations! We packed this episode with all the agent essentials - training, tools, enrollment periods and more! Basically, everything you want to know when starting out!
Mentioned in this episode:
[01:20] Consider Joining a Field Marketing Organization
[03:07] Complete Medicare Insurance Agent Training
[03:34] - AHIP Training Overview
[04:26] - Details on Completing the AHIP Training
[07:28] Create a Well-Rounded Medicare Portfolio
[07:56] - Which Medicare Products Should I Choose?
[08:29] - How Do I Choose the Right Medicare Products?
[09:29] Complete Medicare Contracts and Certifications
[10:04] - Medicare Contracting with Preferred Carriers
[11:00] - Medicare Product Certification
[12:17] Secure Medicare Leads and Clients
[12:47] - FMO Lead and Marketing Programs
[13:37] - Follow-up to Keep Medicare Leads
[14:53] - Establish a Website to Create Medicare Leads
[15:51] Use Efficient Medicare Sales Tools
[16:47] - What is Medicareful?
[17:26] - Remote Medicare Sales Capabilities with Medicareful
[18:13] - Shared Client Records through Medicareful Accounts
[19:43] - The Ritter Platform
[20:25] - Medicare Quote Engine
[21:43] - Drug Cost Estimator
[22:35] - Clients
[23:41] - Tasks
[24:28] - Notes
[25:12] Understanding Medicare Enrollment Periods
[25:35] - Initial Enrollment Period (IEP)
[27:59] - Initial Coverage Election Period (ICEP)
[29:26] - Annual Enrollment Period (AEP)
[30:44] - Medicare Advantage Open Enrollment Period (OEP)
[32:17] - MSA Plan Enrollment Period
[33:57] - Special Enrollment Periods (SEPs)
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