Agent Requirements for Representing Excellus at Informal Sales Events Location: CareValue – 700, 5263 Parkside Dr, Canandaigua, NY 14424 This training is required annually for any agent that plans to conduct sales events with Excellus or Univera. Hosted by Derek Stevens, this training will go over how to conduct a compliant event. ... Read More
Upcoming Live Training Webinars UA’s team of experienced Directors offer free, live training sessions for agents daily! Register now to familiarize with products and learn new sales techniques. We’re now in the MA OEP, so for a limited time, register for “Introducing the New MA Open Enrollment Period (OEP)” and ... Read More
If you are a Medicare Supplement agent, then you’re probably already aware that Jan. 1, 2020 is the date designated for the Medicare Access and CHIP Reauthorization Act of 2015 (MACRA) to take effect. But what does that mean exactly, and how does it affect your clients and your business? ... Read More
Join Stephanie Roberti, UHC’s National Trainer, as she presents some of the more pressing topics that agents are asking about! Heidi Maher and Brian Wirth will be joining Stephanie for the following sessions: 9:00 AM – 12:00 PM – New Agent Orientation This session is geared towards the new agent. ... Read More
Welcome to Excellus New Agent Training! Hosted by Derek Stevens, Medicare Broker Account Executive of Excellus Location: CareValue™ 700, 5263 Parkside Dr, Canandaigua, NY 14424 New Agent Training 11 AM – 12 PM – with an additional hour allotted for any questions, comments, or individual consultation. The training will cover ... Read More
Three Topics, One Training: Learn About ASCEND, Studio & Producer World Are you familiar with Aetna Medicare’s sales and marketing resources? UHC is holding upcoming training to provide an overview of these tools. Attend to learn about: *The Ascend Virtual Sales Office (Ascend VSO) app — Learn how to submit enrollments electronically. Ascend ... Read More
Final Expense Boot Camp Final Expense Advanced – Chuck O’Sullivan If you have contemplated learning how to sell final expense insurance, there is no better time than now. Thousands of baby boomers are retiring every day and many have done little preparation, including taking care of the many expenses that will ... Read More
Excellus OEP/Medicare Supplement Training Presenter: Derek Stevens Master your understanding of OEP and how the different SEPs can help grow your book of business. Review T-65 and strengthen your grasp on Medicare Supplement. Date: Thursday, February 7th, 2019 Location: CareValue Office, 5263 Parkside Drive, Building 700, Canandaigua, NY 14424 This event ... Read More
Webinar: How to Master Direct Mail Marketing Learn how to order leads in this competitive time period, and don’t miss this opportunity to grow your business – RSVP today! Tuesday, January 8th 2:00 – 3:00 PM ET Helpful Links New to CareValue – Get Contracted! Agent Services Client Testimonials Partnering Carriers ... Read More
Get Ready to Soar Above the Competition with Our NEW 2019 AEP Plan Options! NOW is the time to learn about our NEW 2019 AEP plan options for your current and prospective clients. Make plans TODAY to attend a Medicare Product Training Event! Here are a few reasons our plans ... Read More
