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Paul Rose

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What Is Your 2021 Annual Customer Retention Campaign Plan?

Posted by Paul Rose on 1/19/21 12:48 PM

Before the next AEP starts, you'll send out retention letters – but by then it might be too late. Your clients are another agent's prospects, so you need to make your retention a year-round priority. We hope the ideas below inspire you to level up your retention campaign in 2021.

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Topics: customer retention campaign

Planning for 2021: Top Seven Tips for Medicare Agents

Posted by Paul Rose on 1/5/21 10:37 AM

A new year brings new opportunity. Capture as much of that opportunity as possible by starting the year off right. Here are seven things you can do this January to prepare yourself for a great year in Medicare sales.

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Topics: Tips for Medicare agents

The Changing Landscape of D-SNP Enrollment

Posted by Paul Rose on 12/22/20 10:40 AM

Individuals who are eligible for both Medicare and Medicaid can enroll in a Dual Eligible Special Needs Plan, or D-SNP. D-SNPs are a special type of Medicare Advantage plan with limited enrollment.

D-SNP enrollment has changed a little in recent years. Here’s what insurance agents need to know about serving the D-SNP market.

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Topics: D-SNP, D-SNP enrollment

Should Seniors Buy Prescriptions from Amazon?

Posted by Paul Rose on 12/3/20 12:49 PM

Amazon may have started as an online bookstore, but has expanded way beyond that allowing consumers to buy everything from electronics and furniture to clothes and groceries through the online retail giant.

Their latest offering, Amazon Pharmacy, provides a way for customers to complete an entire pharmacy transaction on their desktop or mobile device through the Amazon App.

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Topics: Amazon, seniors buy prescriptions from Amazon

The Medicare AEP Final Push: Agent Action Plan

Posted by Paul Rose on 11/23/20 11:58 AM

AEP ends on December 7. Before then, you have a lot of work to do. Getting applications in on time is essential for you and your clients. Don’t give up, and don’t slow down. Plan your final push before the window of opportunity closes.

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Topics: aep, Medicare AEP final push

Three MAPD Enhancements to Share with Your Clients

Posted by Paul Rose on 11/17/20 4:08 PM

There is some good news to share as you meet with Medicare clients this AEP. In addition to having a wide range of plans to show them, there are some new ways to help them save money and manage their benefits. Here’s a closer look at three great MAPD enhancements for 2021.

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Topics: MAPD, MAPD enhancements

12 Steps to Take This Week for a Better AEP

Posted by Paul Rose on 10/16/20 9:19 AM

AEP has begun! The actions you take – or fail to take – this week will help determine how successful you are this AEP. Below are 12 steps to keep in mind.

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Topics: 12 steps to a better AEP

The 2021 Medicare & You Handbook Is Here – See What’s New

Posted by Paul Rose on 9/21/20 1:15 PM

The National Medicare & You 2021 handbook has arrived, and it’s full of important information for the coming year. Here’s a look at some of the new highlights.

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Topics: Medicare & You Handbook

How Seniors Are Embracing Tech

Posted by Paul Rose on 9/16/20 3:52 PM

Do you still think of seniors as Luddites who don’t know how to use things like computers or smartphones? This stereotype is increasingly false. While some seniors may struggle with modern technology, more and more seniors are embracing technology. This trend started before the pandemic, but the coronavirus has helped fuel it – and it’s time for insurance agents to take notice.

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Topics: technology, how seniors are embracing tech

Why Agents Must Adopt Virtual Processes

Posted by Paul Rose on 8/26/20 8:18 AM

Face-to-face meetings have a lot going for them. When you meet people in person, you can make a strong connection and a lasting impression. You can also use voice, facial expressions and body language to communicate clearly.

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Topics: virtual processes

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