Enrollment Periods
Medicaid Levels
Sales Funnel
SMIA Tech
Know Your Managers
100

Gerard decided to hang up the cleats and retire. He’s had Part A for 3 years and deferred Part B because he had coverage through his employer. He’s retiring in 3 months and is going to sign up for Medicare Part B to go into effect in the 3rd month.

ICEP

100

This level of Medicaid ONLY pays for my Part B premium.

SLMB

100

Introduction

Continue the Conversation

100

What status should I never leave a lead in?

New

100

This manager has hit a hole-in-one.

Jeff 

200

Beast received a letter in the middle of the year stating her Medicare Advantage plan would no longer be offered in her area on the first of the next month. Which enrollment period, if any, does she qualify for?

SEP: Loss of Coverage

200

I never paid copays last year and now I have to pay a $15 copay when I go to my cardiologist. What level of Medicaid do I have?

SLMB

200

Value Prop

Resonate, Differentiate, Substantiate 

200

Once I get a hello, I need to do what to the lead?

Convert the Lead

200

This individual is the Director of Sales Training

Zane Stottlemyre

300

Will is currently living in a skilled nursing facility after Emily threw down a wild tomahawk dunk on him and he broke nearly every bone in his body. Once he is discharged from the SNF, how long does he have to change plans?

2 months

300

What is the name of UHC's Medicaid eligibility checker?

Jarvis

300

Discovery Situational Analysis

Can I help them

300

The agent encyclopedia to look up guides, cheat sheets, and other useful information. 

The Treehouse

300

This manager is an only child

Jack

400

Zane got beat up in a hockey fight and then suffered a heart attack after due to the subtle shock he had of losing. What EP does he have?

SEP-CSNP

400

I have QMB+ but my SOB says I pay 20% at the doctors office and my doctor typically charges $100 per visit. How much will I pay?

$0

400

Discovery Needs Analysis

How can I help them

400

When should I go "Offline" on my AWS dialer.

ONLY at the end of the day when I am clocking out

400

What is the name of the Sales Training Manager you all met this morning?

Patrick K Odonnell

500

On May 28th, Dougie calls in to finally enroll in an MAPD. He retired from his job in September and enrolled in Part B at that time.

No Enrollment Period

500

I have LIS level 1. Which Medicaid level, if any, will i automatically qualify for?

I will not automatically qualify

500

Theater

Set the Agenda

500

What is the name of the SMIA quoting system?

Sunfire

500

This manager ran a half marathon last month

Jeff