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Webinar | OEP Lead Opportunities

Webinar | OEP Lead Opportunities

OEP Lead Opportunities

Now that AEP is over, 2025 OEP is right around the corner! With all of the uncertainty surrounding IRA, it’s important to also have lead opportunities you can use that are cost-effective and have quick turnaround times. In this webinar, we will discuss the following options:
– Digital/Social Media Leads
– Direct Mail
– Preset Appointments
– Important Rules and Regulations

Webinar | OEP Lead Opportunities

Webinar | Medicare OEP

Webinar | Medicare OEP

Web, Feb 7th, 2024 2:00 PM – 3:00 PM EST

Just because Medicare AEP has ended does not mean that the opportunity for selling is over. Join us for a discussion on the selling opportunities of OEP and the DSNP market.

• Rules of the road for OEP
• Client retention
• Enrollment capabilities, over-the-phone sales
• Leads and marketing you can do during OEP

You won’t want to miss this session so register today!
Space is limited.

Register Now
Wellpoint | OEP – Opportunities & Guidelines for Brokers

Wellpoint | OEP – Opportunities & Guidelines for Brokers

Wellpoint | OEP – Opportunities & Guidelines for Brokers
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Supporting Clients and Prospects
During OEP January 1 – March 31, 2024

 

Medicare’s Open Enrollment Period (OEP) provides Medicare Advantage beneficiaries a one-time opportunity to make a change to their 2024 plan. During this time, you will have opportunities as well; to support prospects that are seeking help to make a change, and to strengthen your role as a trusted Medicare advisor.

Know the rules

You can help beneficiaries, who reach out to you, find a plan that is better for them. Read our OEP Fact Sheet to ensure you know what you can and can’t do to grow your business during OEP.

Retention opportunity

Be proactive! Take time to check in with your clients to ensure they understand their benefits and have what they need to begin using them. Doing so will help strengthen your rapport and may impact plan retention.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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Devoted Training | Member Retention Strategy and OEP Review

Devoted Training | Member Retention Strategy and OEP Review

Devoted Health Member Retention Strategy and OEP Review

A retention strategy is crucial to agents to maintain customer loyalty and prevent rapid dis-enrollments. After investing time and energy to enroll them in their Devoted Health plan you want to ensure your clients remain happy with their plan going forward. Join us to learn more about Devoted Health’s retention strategy and how you can create a year-long winning strategy to retain your clients. Additionally, we will get you ready, set, and sell for OEP.

This training session will be available during the below dates and times:

Click here to register.

  • January 10th (Wednesday) at 3:00 PM Eastern
  • January 11th (Thursday) at 9:00 AM Eastern
  • January 12th (Friday) at 12:00 PM Eastern
Devoted Training | Member Retention Strategy and OEP Review

Devoted Training | Member Retention Strategy and OEP Review

Devoted Health Member Retention Strategy and OEP Review

A retention strategy is crucial to agents to maintain customer loyalty and prevent rapid dis-enrollments. After investing time and energy to enroll them in their Devoted Health plan you want to ensure your clients remain happy with their plan going forward. Join us to learn more about Devoted Health’s retention strategy and how you can create a year-long winning strategy to retain your clients. Additionally, we will get you ready, set, and sell for OEP.

This training session will be available during the below dates and times:

Click here to register.

  • January 10th (Wednesday) at 3:00 PM Eastern
  • January 11th (Thursday) at 9:00 AM Eastern
  • January 12th (Friday) at 12:00 PM Eastern