As we approach the Annual Enrollment Period, we know that this is a unique year and we’re here to offer as much help and support as we can. This may be an unprecedented year of people shopping and switching plans.
We’re pleased to introduce a new tool to help you navigate through preparation and success during AEP – our Roadmap to AEPLanding Page.
From monthly checklists to downloadable documents to topical videos, Roadmap to AEP is designed to walk you through the complexities of this year’s enrollment season. In the past few years, AEP has been a relatively calm period, with little movement between plans. Now the CMS Final Rule, the Inflation Reduction Act, and new requirements of carriers are all disrupting the Medicare landscape, and are playing a role in how agents need to discuss AEP options with clients.
Begin Your Prep Work Now
We normally see about 20% of Medicare beneficiaries shopping for plans during AEP, but this year that number is expected to jump to nearly 70%. With more people than ever projected to be reaching out to experts such as yourself just before, and during, the annual enrollment period, it will be an outstanding opportunity to grow your business and lock in clients that will turn to you year after year for help with their insurance needs.
Roadmap to AEP gives you the tools you need to plan, reach out to existing clients and have the information to speak with potential new clients. Look for things such as a Prep Playbook, a monthly checklist and letters you can send to clients to gather information. Be sure to access the page frequently over the coming months. We’ll be adding additional content and videos throughout AEP.
Navigating a Successful AEP
Our mission is “to ensure that every person in every community across America has a well-trained, well supported health and life insurance agent to guide their needs.” We want AEP to be a success for you and every client you meet.
Along with the Roadmap to AEP, if you have questions, please contact your Sales Relationship Manager, call LeClair at 651.739.2010 or emailsales@leclairgroup.com.
AI is here to stay but does it come with a dark side?
Deepfakes are synthetic audio, image, or video content created using advanced machine learning techniques, particularly deep learning algorithms trained on a large dataset of real audio/video files.
These algorithms can analyze and learn the patterns, movements, and characteristics of a person's face, voice, and mannerisms. By mapping and superimposing this data onto a different audio or video, deepfakes can produce highly realistic artificial content that appears genuine to the human eye and ear.
While initially used for more innocuous purposes like movie visual effects or satirical videos, deepfakes have raised significant concerns due to their potential for spreading misinformation, defamation, and fraud on a massive scale.
Prepare Clients for Retirement: Understanding the Role of Life Insurance in a Balanced Plan
DBS is here to give you the tools and information you need as a financial professional.
Life insurance is something all your clients should be considering. And, it can be an outstanding way for you to grow your business. Life insurance offers a way for your clients to protect what they’ve worked so hard to achieve in the event of a chronic illness or long-term care event.
If you want to learn more about using life insurance to prepare clients for retirement, you can either watch a webinar or listen to the podcast featuring DBS Executive Vice President of Sales and Marketing, Kurt Fasen and Vern Carlson, National Sales Manager of the Life Division at Mass Mutual.
Medicare Connector is an online, single sign-in quote and enroll tool for Medicare Advantage, Prescription Drug, and Medicare Supplement plans, to help you better serve your clients while staying compliant. Use it to quote MAPD, Med Supp, PDP and Ancillary Products.
With AEP just around the corner, now is the time to learn more about the capabilities of Medicare Connector and how it can make working with clients easier. We're offering two live Medicare Connector webinars in August. These are perfect opportunities to learn best practices to use with this system, get training on new tools and hear about resources to get you ready for the upcoming enrollment season.
Medicare Connector is an online, single sign-in quote and enroll tool for Medicare Advantage, Prescription Drug, and Medicare Supplement plans, to help you better serve your clients while staying compliant. Use it to quote MAPD, Med Supp, PDP and Ancillary Products.
With AEP just around the corner, now is the time to learn more about the capabilities of Medicare Connector and how it can make working with clients easier. We're offering two live Medicare Connector webinars in August. These are perfect opportunities to learn best practices to use with this system, get training on new tools and hear about resources to get you ready for the upcoming enrollment season.
Wednesday, September 4, 2024 – Midland Hills Country Club
Sometimes plans change. When they do, your customers will receive an Annual Notice of Change from carriers. It's important for you to understand how to address any client questions. In this workshop, you'll learn how to discuss these documents with your customers and how you can use them in your Medicare discussions.
For more info on all upcoming LeClair events, visit the AGENT PORTAL, Education ⇒ Events
Carrier Updates
Carrier Training
LeClair has partnered with many of carrier partners to promote training sessions about products, features and services.
Topics to be covered by carriers includes Medicare, the CMS Final Rule and 2025 carrier products.
To see a full list of these offerings, please select the Carrier Training button below. Currently, we have webinars or workshops available from the following carriers:
UHC – Thursday, August 8, 2024 – 1:00 PM CDT
BCBS of Minnesota – August 8, 13, & 15, 2024 – all at 9:00 AM
Medica – Wednesday, August 14, 2024 – 10:00 AM CDT
HealthPartners – Wednesday, August 14, 2024 – various times
UCare – Wednesday, August 28, 2024 – 9:00 AM
AnnuityVip – Wednesday, August 28, 2024 – 11:00 AM
All Carrier updates Read all the latest Carrier Updates. My Advantage portal is updated daily with all the latest carrier and industry news. You can easily shuffle content by carrier, date, or topic. CLICK HERE
*NOTE: In order to access the Carrier Updates, you must first sign up for a free account to access the My Advantage advisor portal here. Please be advised that it may take up to 24 hours for your account to be approved, as all account requests are subject to verification of agent or industry credential.
Our Mission: To ensure that every person in every community across America has a well-trained, well supported health and life insurance agent to guide their needs.
Our Vision: To be your partner of choice in serving your communities' need for health and life insurance.
Who Works with LeClair: We are national FMO designed and built to serve local agents supporting local communities across all 50 states
We get you. We got you. You got this.
We love hearing from you.
If you have questions about the information in this communication, please let us know.
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