Crowe and Associates
Crowe and Associates
  • Видео 188
  • Просмотров 201 467
Sunfire BlazeSync customer intake form 2025
Sunfire has added a new customer intake feature for 2025 called Blaze Sync. Every agent with a Sunfire account will have access and be able to email a link to current and prospective clients to gather information that will be automatically integrated into Sunfire. The intake will capture the following: Permission to call, list of doctors, list of medications and a completed Scope of Appointment form.
Просмотров: 994

Видео

Why agents need Connecture with Retireflo for AEP
Просмотров 75614 дней назад
Why agents need Connecture with Retireflo for AEP: Big increase in existing Medicare clients shopping pans in 2025 Gather new and existing client information more efficiently and compliantly Information automatically populates into Connecture Obtains the Scope of appointment
Strategies to Manage The 2025 AEP
Просмотров 2,9 тыс.Месяц назад
The 2K drug cap has led to increased PDP premiums, reduced MAPD benefits, plan area reductions and plan terminations. We will review strategies to work the 2025 AEP as efficiently as possible. What to expect for AEP Contacting existing clients Efficiency with plan comparisons & changes Writing new business
SEP Changes for Dual, Partial Dual and LIS members in 2025
Просмотров 28 тыс.2 месяца назад
The CMS Final Rule created a number of changes to Special Election Periods for Dual, Partial Dual and LIS members starting January 1,2025. *changes to the current quarterly SEP *Impact on LIS only applicants *Categories of DSNP intergration *DSNP look-alikes
Connecture and Sunfire Changes & Enhancements for 2025
Просмотров 6352 месяца назад
What's new for the Medicare online enrollment platforms for 2025
Medicare Prescription Payment Plan
Просмотров 1 тыс.2 месяца назад
Learn about the Medicare Prescription Payment Plan: Who will benefit from it in 2025 How it will be rolled out What you need to tell clients & prospects Carrier and Pharmacy roles
Medicare commission 2025 Final Update
Просмотров 1,2 тыс.2 месяца назад
Final Update on Medicare Advantage and PDP commissions for 2025
Medicare Advantage & PDP commissions 2025
Просмотров 3183 месяца назад
Update posted 7.23.2024 The 2025 commissions have been announced. Here's a quick overview: DC, CT, PA , NJ & CA will continue to pay at a higher rate. There will be a FMW increase for 2025 Additional admin payments of $100 and $50 Will commissions be paid on PDPs?
AHIP Test Tips 2025
Просмотров 6 тыс.3 месяца назад
Learn how to pass the 2025 AHIP certification on the first try. This video shows how to access the course, get the discounted rate of $125, study for the test and pass on the first try. Also includes information on how those who passed AHIP last year can take a shortened version of the certification and how to transmit results to the carriers
Demo of ACA Agent and Agency Portal
Просмотров 1454 месяца назад
We will do a quick demo of the ACA portal for agents an agencies Available to all our agents at no cost.. Portal provides access to: Applications, Commissions, Contracting status, Street level commissions and overrides, Training videos and information. Agency portal shows all downline agent information
ACA Contracting for Agents and Agencies
Просмотров 36 тыс.4 месяца назад
Crowe and Associates now offers ACA contracting to agents and agencies: Full street commissions, overrides, contracting, personalized agent and agency portals
Crowe ACA offerings to agents and agencies
Просмотров 1794 месяца назад
Access to 15 ACA carriers, Full commissions and 100% agent bonus pass through, Overrides over street available for agencies and high-volume producers, Agent admin portal showing book of business, commissions, training nd marketing collateral, Agent & agency onboarding, Available in all states.
Why and how to sell ancillary with Medicare in 5 mins
Просмотров 10 тыс.4 месяца назад
Why should you add ancillary products like hospital indemnity and critical care plans to your Medicare presentation? Learn why and how to do it.
Huge changes for 2025 AEP: How agents can start preparing
Просмотров 3,4 тыс.5 месяцев назад
2025 AEP will likely bring a great deal of change for agents and clients. We will review steps agents should take to prepare for it: *Very Large stand alone Part D premium increases and loss of commission *Increased client itnerest in potential move to MAPD due to PDP rate increase *Potential loss of revenue for agents *Increased out of pocket and reduced extra benefits on MAPD plans
What you need to know before a Medicare sale (phone or face-to-face)
Просмотров 4525 месяцев назад
We will review all the aspects of a Medicare sale including pre and post sale (face-to-face or phone): Pre-sale scope and inforamtion to gather, Systems to utilize teh information, Medicare A & B rules and enrollment, How to determine the right product, Build in a cross sell opportunity, Know all the enrollment rules (IEP, SEP), Enrollment methods, Tracking and future follow up, Referrals.
CMS changes: Why agents should include ancillary products with MA sales
Просмотров 5475 месяцев назад
CMS changes: Why agents should include ancillary products with MA sales
RetireFlo for Medicare producers: Obtain client scopes, PTC, drug and doctor lists
Просмотров 6286 месяцев назад
RetireFlo for Medicare producers: Obtain client scopes, PTC, drug and doctor lists
Medicare Advantage Ancillary Product Sales
Просмотров 2276 месяцев назад
Medicare Advantage Ancillary Product Sales
New FCC Rule - Impact On Medicare Producers
Просмотров 3266 месяцев назад
New FCC Rule - Impact On Medicare Producers
Consumer Direct Inbound Call Leads in English and Spanish $42 each
Просмотров 3217 месяцев назад
Consumer Direct Inbound Call Leads in English and Spanish $42 each
PFS Insurance Website Demo
Просмотров 957 месяцев назад
PFS Insurance Website Demo
Choosing the Right Type of Lead
Просмотров 2138 месяцев назад
Choosing the Right Type of Lead
UHC AdvantageGuard Hospital Indemnity and Cancer Plans
Просмотров 1368 месяцев назад
UHC AdvantageGuard Hospital Indemnity and Cancer Plans
Pre-set Medicare Lead Program
Просмотров 5188 месяцев назад
Pre-set Medicare Lead Program
Medicare OEP, SEPs and Late Part B Enrollments
Просмотров 2338 месяцев назад
Medicare OEP, SEPs and Late Part B Enrollments
Medicare Lead Programs, Expense Reimbursements & Other Agent/Agency Programs
Просмотров 2028 месяцев назад
Medicare Lead Programs, Expense Reimbursements & Other Agent/Agency Programs
Sell the 5 star Care Advantage Medicare Advantage plan in NY
Просмотров 758 месяцев назад
Sell the 5 star Care Advantage Medicare Advantage plan in NY
Crowe Medicare Agent and Agency Programs 2024
Просмотров 5 тыс.8 месяцев назад
Crowe Medicare Agent and Agency Programs 2024
New Individual Dental Plan - Available In All 50 states
Просмотров 1759 месяцев назад
New Individual Dental Plan - Available In All 50 states
Commenting on CMS proposed rule CMS-4205-P
Просмотров 53810 месяцев назад
Commenting on CMS proposed rule CMS-4205-P