Checkpoints for MA Meeting Presentation

Aug 10, 2018

  1. PattyBurgers
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    PattyBurgers New Member

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    I don't know why but it feels like it takes a lot of courage to ask my first question.

    New agent here and I don't have a lot of knowledge on specific health conditions/ tests/ surgeries/ costs to feel confident in a group setting. What are some of your go to examples and checkpoints when going through the benefits of a plan and how they apply in real world scenarios. One on one's seem easier because I generally have some info about the consumer or they ask direct questions.

    Thanks for the help!
     
  2. Hopes
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    Hopes Super Genius

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    I'm pretty new myself so excuse my questions if the answer seems obvious but are you talking medigap or MAPD? Is the prospect turning 65?
     
    Hopes, Aug 10, 2018
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  3. AwesomeSauce
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    AwesomeSauce New Member

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    Have a flip chart and List the Conditions/tests/surgeries, then at end of session you can handle one or two, and the rest need to make an appt.
     
  4. bmarsh
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    bmarsh Expert

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    don’t understand your question...isn’t it self explanatory.
     
    bmarsh, Aug 10, 2018
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  5. PattyBurgers
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    PattyBurgers New Member

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    I'm preparing for an MAPD community meeting. I also should mention that I'm filling in last minute for another agent. Agent Manager called me and said we would get together Monday to prep and have the meeting Tuesday. I just want to be OVERLY prepared to impress my agent manager. It's quite possible no one will show up. I don't know enough details I just realized. HAHAAHA
     
  6. PattyBurgers
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    PattyBurgers New Member

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    I'm going in very underprepared by my upline. I just want to try and impress him with my knowledge and not look like an idiot in front of a group of people because I don't know what an EKG does or what it's classified as.

    Typical anxiety for a new agent at their first public meeting.
     
  7. Hopes
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    Hopes Super Genius

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    Do you have access to carrier materials? If so, go to UHC's website and download a PDF of the Clarity Workbook. It's pretty basic but it explains the basics.

    Know your enrollment periods - enough to understand the reasons someone can enroll and what triggers those enrollment periods?

    Look through Medicare and You. It's a good resource. When I first started selling Medicare products, I printed out a copy, put some of the sections in a notebook with tabs, just in case I needed it for a quick reference.

    Keep it simple. Don't over-complicate things.

    I'm sure your manager won't throw you under the bus with questions. Don't worry you'll be fine. Once you do it, you'll know how it's done. This is a good thing!
     
    Hopes, Aug 11, 2018
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