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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customer retention campaign
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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Tips for Medicare agents
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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D-SNP,
D-SNP enrollment
2020 has been an unprecedented year, and many have been wondering how the pandemic and economic issues would impact Medicare costs in 2021.
People can now stop wondering. CMS has announced the Medicare cost increases for 2021.
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Topics:
Medicare costs,
2021 Medicare cost increases
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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Amazon,
seniors buy prescriptions from Amazon
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
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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MAPD,
MAPD enhancements
Medicare has announced the Low Income Subsidy (LIS) resource limits for 2021. Also called Extra Help, this program provides financial assistance with Medicare prescription drug costs.
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Topics:
Medicare Low Income Subsidy (LIS) Resource Limits,
LIS Resource Limits,
LIS,
Low Income Subsidy
Western Asset Protection expects to accelerate growth with Integrity’s innovative technology and continue legacy of service-focused agency
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western asset protection news,
Company expansion
Western Asset Protection is pleased to announce that the time has come for Mel and Mary Rose, Owners, to retire after many years building and supporting the growth of Western Asset Protection. Mel and Mary consider Western Asset Protection employees, agents and agency partners to be a part of their extended family and have made every effort to leave the company in caring, capable hands.
This, in turn, led to negotiations with financial suitors and landed with a company very well regarded in the Medicare industry. We are thrilled to announce that as of October 29, 2020, Western Asset Protection has partnered with
Integrity Marketing Group
, the nation’s leading independent distributor of life and health insurance products focused on serving the Senior Market.
Founded in 2006, Integrity develops and distributes life and health insurance products with insurance carrier partners, marketing these products through its distribution network, which includes other large insurance agencies located throughout the country with more than 275,000 independent agents. Integrity serves over 1.5 million clients with over 1,500 employees. In 2020, Integrity expects to help insurance carriers place $3 billion in new premiums.
What does this mean to our agents?
On a day-to-day basis, it’s business as usual. And now we will have additional resources and capabilities to continue driving value for you and other independent agents nationwide.
What does this mean for Western Asset Protection employees?
Our entire staff is now a part of the Integrity family! Our head office remains in Phoenix, Arizona and Paul Rose, Western Asset Protection’s CEO, and the Leadership Team will continue to lead our dedicated and talented team.
Our story continues…
Mel and Mary Rose set out 24 years ago to make life for agents easier. Along the way, we’ve helped to solve some big problem for agents through fanatical support, industry leading tools and resources, and world-class training.
Helping agents and agencies thrive in today’s complex digital world continues to be at the heart of our mission. WAP continues to create industry disrupting online tools and training opportunities:
- Launching an upgraded agent portal this AEP to help agents organize information more efficiently.
- Providing the Medicare Enrollment Express platform to allow agents to compare, scope, quote and enroll customers digitally.
- Offering exceptional customer service from our high energy team of licensed professionals
- Providing ongoing training to educate agents on products, sales tools and other professional development opportunities.
- Creating the WAPCon rollout conference, a centralized 3-day conference, to attend carrier rollouts all in one place
Joining forces with a company that is as passionate about the success of the individual agent as we are is what takes us into the next chapter in our story. Stay tuned to see where our growth and innovation takes us all from here.
Special thanks to our agents, agencies and carrier partners for their support and partnership over the years. We look forward to continuing our relationship with you through our relentless dedication to helping agents and agencies grow.
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company news,
Integrity news,
western asset protection news