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Recent Meeting Recordings:

 

  • April 11th – Entering sales directly into Zoho, tracking a plan change, “seeing” your sales in Zoho, moving BoB to Global, commission scenario
  • April 10th – Coach Burt recap, SEP enrollment opportunities, Cigna SEP code lookup, losing Medicaid v. LIS, IEP v. ICEP, creditable coverage
  • April 8th – CMS Final Ruling explanation PLUS The inimitable Coach Michael Burt presents “Activating Prey Drive”
  • April 3rd – Coach Burt, Aunt Bertha, Veterans Scenarios, getting ACA certification & Scenarios, accessing Integrity’s PURL
  • April 1st – Special Guest Speaker Kiara Urraca presents “ACA 101 Training”
2024 Recording Archive
  • March 28th – Special Guest Speaker Tobe Uraegbu (open to all Global agents)
  • March 27th – 2024 Platinum Club & OEP Leaderboard, T65 Leads, Aetna D-SNP is back, planning with your upline, new Extra Help, Georgia Medicaid
  • March 25th – Guest Speaker Dennis Lindeman shares how to eliminate the fear of selling Medicare through Mastering the Basics of Production
  • March 20th – Client email options in Zoho, Resource Links from Monday, video library, Medicaid lookup, loss of LIS, Cigna telephonic enrollments
  • March 18th – Special Guest Speaker Dianne Faligowski inspires us with her story
  • March 13th – Mastermind session hosted by John Gourdin
  • March 11 – Special Guest Speaker Dan Stojkovic from CareAllies shares their latest news
  • March 6th – LeadCenter, Zoho testimony, UNA program, keeping up with your BoB, C-SNP $50 from UHC, telephonic enrollments
  • March 4th – RSSA webinar feedback, Integrity platforms, Deep dive into the UNA Discount Health & Drug Program
  • February 29th – John’s Tech Talk
  • February 28th – Upcoming RSSA webinar, IEP/ICEP, AOR w/ Cigna, disabled client scenario, part B “debt”, SEP New
  • February 26th – Guest Speaker Kari Brandy (#1 Telesales Producer in 2023) shares what it takes to Master Telesales in 2024
  • February 22nd – John Gourdin’s Tech Talk
  • February 21st – Income-related beneficiary scenario in Texas, IRMAA, Poppy & Rose programs, Vets with disability, HIP qualification
  • February 19th – Guest Speaker Hilda Rodriguez discussed how she became the #1 Field Producer in 2023
  • February 14th – Special Guest Speaker Michael Gende shared the Product Portfolio from GTL
  • February 12th – Special Guest Tom Dempsey, Chief Distribution Officer @ Integrity, gives a deeper look at the Legacy Safeguard Program
  • February 8th – John’s Tech Talk
  • February 7th – Continuous Glucose Monitor, Voice Enrollments, Texting Clients, sending call recordings to Compliance, Legacy SafeGuard, Recruiting Events
  • February 5th – Guest Speaker Everett Foney shares how to Become a Master of Grassroots Marketing
  • February 1st – MARC Medicaid platform, verbal enrollments, call recording alternatives,
  • January 31st – Everett Foney’s announcement, working in the community, Humana’s Lookup Tool vs. MedicareLink, Cigna sold its Medicare BoB
  • January 29th – Special Guest Speaker Tom Drapala from RSSA explains the program and how it works + Q&A
  • January 24th – Cigna enrollment challenges, RSSA partnership, losing MSP eligibility & redetermining “Dual” status, HSA & Obamacare
  • January 22nd – Special Guest Speaker Charlie DeYoung from UNL shares their special Home Healthcare & Ancillary Products
  • January 18th – Connecture DRX, Medicare App, and telephonic enrollments carriers displayed on Integrity’s side, Lines of Authority
  • January 17th – PACE Michigan, POA/Medical Directive, Cigna Dexcom, PAAD, Separated Couples, Filial Responsibility, legal business partners, bankruptcy
  • January 15th – Guest Speakers John Gourdin & Marlin Nelson on Building your Book of Business
  • January 11th – ZOHO app overview, the difference between ZOHO and Medicare Center
  • January 10th – John Gourdin’s announcement gaining & Building a referral network, persistently pitching passed objections, becoming a “storyteller”,
  • January 8th – Guest Speaker Traci Lane and her rise in the business
  • January 4th – Reconciling your book from AEP, using MediZeus
  • January 3rd – Americans for Beneficiary Choice petition against CMS regs, 2024 Dreamboards
2023 Recording Archive
  • December 20th – Dave Lewis announcement, losing clients, partial Medicaid, applying for LIS “Levels” for 2024, drugs under Part B, T-65 in November
  • December 18th – What you should be doing for the week of Christmas
  • December 14th – United National Life presentation ft. Charlie DeYoung
  • December 14th – Tech Talk – Dedicated phone lines,MedCtr phone & PURLs for ’23/’24, downloading SOAs, Sunfire/Connecture similarities, quoting
  • December 13th – RWB card for SSI & SSDI, educating your clients, CRM & online enrollments, leveraging your PURL, constant changes
  • December 12thThe Global Advantage – intro to GPB website & resources
  • December 11th – Guest Speaker John Spek shares his wisdom to take advantage of the remaining few weeks of 2023
  • December 6th – Retain your BoB, formulary changes & using GoodRx, Donut Hole, eliminating MOOP in 2025, taxes & premiums & LIS, DST’s, 48Hr rule
  • November 30th – $15k Medicare, claim denials, phone #s
  • November 29th – SilverSnekers leads, LeadCenter campaigns, Jill Henderson joined to discuss CSG & the Aetna reimbursement for seniors, 48hr SOA, AOR
  • November 27th – Guest Speaker Jacob Crume – #1 Rookie for AEP
  • November 20th – Special Guest Speaker Tom Bryan shares highlights from Cigna PLUS Tony’s new Tips for Record Production During the Holidays
  • November 16th – Tech Talk w/ John Gourdin
  • November 13th – Guest Speakers & Top AEP Producers David Matthews & Pam Ikerd share their secret sauce to success
  • November 9th – Tech Talk w/ John Gourdin
  • November 8th – SS Leads, LeadCenter, PDPs, surprise special guest speaker Jill Henderson jumps in for Q&A
  • November 8th – Essence Healthcare Webinar featuring Nickie Leon & Jen Dickson
  • November 6th – Guest Speaker Charles Scott shares the importance of Being a Resource
  • November 2nd – Special Guest Speaker Evan MacGuffie shares his new product – MediZues – to retain more clientele!
  • November 1st – New Leaderboard, success stories, Georgia client challenge, spepcific drug coverage, formula tiers, working the math, Devoted praise, HIPs
  • October 30th – Special Guest Speaker Kim Clark (Integrity’s VP of Medicare) shares What’s Hot & What’s Not
  • October 25th – SilverSneajer Leads, Group Presos, National updates from Integrity, Humana CSNP, Production tips, LIS, Govn’t benefits
  • October 23rd – Guest Speaker Adam DeSimone shares his success as the Rookie of the Year
  • October 18th – Integrity reminders, Dr. lookup & scripts “package” button on Medicare Center, Verbal scope, Aetna extra benefits,
  • October 13th – Physicians Mutual Product Training with Andrew Saul
  • October 12th – John’s Tech Talk
  • October 11th – Special Guest Speakers Demetri SImos (GTL) & Paul Gill (Cigna)
  • October 9th – Guest Speaker Trey Jones!
  • October 5th – John’s Tech Talk
  • October 4th – Carrier 48Hr discussion, How to Sell DentalI, Medicare Center SOA, obtaining ANOC & EOC, “crosswalking” discontinued plans
  • September 29th – AEP Virtual Kickoff Party! Plus the latest Tech, Co-op announcements and HRA opportunities
  • September 28th – John’s Tech Talk
  • September 27th – Switching to / using Integrity’s platforms, government benefits & Medicare, recording your calls, Generic SOA, 48Hr discussion
  • September 25th – Special guest speaker Bill Kiray delivers the Medicare State of the Union!
  • September 21st – UHC Rollout – MD, DC, VA
  • September 21st – Tech Talk w/ John Gourdin!
  • September 20th – Special Guest Speaker Jill Henderson TELLS ALL about the Integrity Platforms!
  • September 18th – Guest Speaker Josh Shinn – AEP Sales Training plus additional training resources
  • September 13th – Setting up a table for beginners, PTC Forms, KFF.org, Goals Lists, TPMO Disclaimer, 48Hr Rule
  • September 11th – Special Guest Speaker Cody Askins (8% Nation) gives the best Sales Training before AEP
  • August 31st – Tech Talk with John Gourdin!
  • August 30th – Mastermind
  • August 29th – UHC Rollout – Eastern PA / Delaware
  • August 28th – Monday Morning Meeting
  • August 24th – Tech Talk with John Gourdin!
  • August 23rd – Cigna Healthcare Rollout – New Jersey
  • August 23rd – Mastermind
  • August 22nd – Cigna Healthcare Rollout – Pennsylvania
  • August 21st – Guest Speaker Michelle Beckford shares her EZ Funding Business Checklist
  • August 18th – Cigna Healthcare Rollout – Maryland
  • August 16th – sales checklist @ enrollment, sales & education for clients, use your own Needs Analysis, T-65 effective dates, “Pln recap” from UHC, Voice Scopes
  • August 14th – Tony’s AEP Readiness Part 2
  • August 9th – Mastermind Session
  • August 7th – John Gourdin reminds us of Co-op $, Mike & Nick share the AEP Readiness Checklist
  • August 2nd – Junk mail COVID scam, Educational Events sign-in sheet, sales submission, military spouse pension, rehab facility coverage
  • July 31st – Guest Speaker Everett Foney shares his mastery of Grassroots Marketing!
  • July 26th – Global’s Compliance Officer, Ellen Reeves, reviewed the CMS Final Ruling FAQ document provided by Integrity, posted on our website
  • July 24th – Highlights from the Leadership Summit in Grenada!
  • July 19th – We reviewed the CMS Final Ruling with Ellen Reeves in Compliance
  • July 17th – Back to the Basics of Grassroots Marketing & Multigenerational Referrals!
  • July 12th – Medicare Center challenges, Humana savings for clients, recertifying with Devoted Health, SOA uniformality
  • July 10th – Guest Speaker Joe Gray shares his Guerilla Marketing techniques through Grassroots!
  • July 5th – Disclaimer on websites and flyers, guest speaking at an event, Social Security office visit, effective date & OCC, Integrity Lead Center
  • June 29th – Devoted Health Info Session!
  • June 28th – Diabetic veterans, interpreting SEPs, employer coverage & Medicare, Pharmaceutical assistance from the manufacturers
  • June 26th – Special Guest Speaker: Andrew & Ellie Saul on cross-selling
  • June 23rd – AHIP Training! Pass it the first time
  • June 22nd – John’s Tech Tips session
  • June 21st – New CMS Guidelines coming down the pipeline
  • June 19th – Special Guest Speaker: Colton Skirvin – the Who, What, Why, How of Cross-Selling
  • June 15th – John’s Tech Tips session
  • June 14th – New CMS guidelines, SOAs, Consent to Contact, transferring contracts, adding states, 48hr waiting period has returned, use your PURL!
  • June 12th – Special Guest Speaker: Gaylan Hendricks shared how to maximize the Cross-Selling opportunity with Ancillary Benefits
  • June 7th – Dialysis & Medicare eligibility, LIS enrollment, Medicare cards
  • June 5th – Back to Basics – GPB Website, tracking sales & the leaderboard, 60-second Check Up form
  • May 31st – Mastermind
  • May 24th – How to use the SEP:OCC, 60-day OEP for IEP/ICEP, Developing hotlist for Pre-AEP
  • May 22nd – Special Guest Speaker: Dianne Faligowski (Integrity Managing Partner)
  • May 18th – John’s Tech Session
  • May 17th – Getting started in the business, licensing/certifications, CEs, Veterans, Scopes
  • May 11th – John’s Tech Session
  • May 10th – Veterans, Med Supps Late Enrollments Penalties (LEP) / Deductibles, selling versus presenting
  • May 8th – Joe Walker shares how Veterans Benefits & Medicare work together
  • May 5th – Special Leadership Meeting featuring Arric Allen
  • May 4th – John’s Tech Session
  • May 3rd – Mastermind session
  • May 1st – Special Guest Speaker Frank Ross shares his secret sauce on becoming Top new GA in Chicago!
  • April 26th – Veterans & Prescription Drugs, GTL “Fill the Gap” tool, marketing for retention, FEMA SEPs
  • April 24th – guest speaker Everett Foney “How to have record production during SEP
  • April 20th – John’s Tech Session
  • April 19th – Mastermind Session
  • April 17th – special Open Forum – Medicaid, Dual eligibles, 5-Star plans
  • April 12th – recertifying for Medicaid, SSI/SSDI example, Veteran’s Pension + Aid & Attendance, “Conditional A/B”, QMB/+
  • April 10th – Gaining Referrals using the UNA Drug Card
  • April 5th – Losing Medicaid chargebacks, SEP is “lock in”, building your center of influence, Medicare & employer coverage, ULs
    April 3rd – it’s SEP time, plus Guest Speaker Josh Shinn
  • March 30th – (Tech Tips w/ John) Ultatel, Zoho Clients, expanded conversation about using Zoho
  • March 29th – pharmaceutical exceptions, hospitalization cost share, telesales signature, marketing T65s
  • March 27th – Special Guest Speaker – Todd Skaggs, Aetna Alabama Sales Director
  • March 20th – 2 Special Guest Speakers – Adam DeSimone (Top Rookie) & Tom Bryan (Salesforce updates)
  • March 15th – Special guest from Devoted Health, also addressing Medicare calendars and other various topics
  • March 13th – Discussion based around ending OEP on a high note
  • March 9th – John’s Tech Tips – the many tools as part of your Zoho Subscription
  • March 8th – AI & Automation in the business, Life Insurance quoting
  • March 6th – 10 Tips to 10x Your Business
  • March 1st – Pre-Need option in Zoho, Well Care renewals, new Dual enrollee & chargebacks, T-65 enrollment periods, Building Grassroots
  • February 27th – Special Presentation from Devoted Health featuring Guest Speaker Roy Smith!
  • February 22nd – Possible new Tech Sessions, current Co-op Programs, Call recording & TPMO disclaimer, Donut Hole
  • February 20th – Guest Speaker Willie Mae Alexander shares Part 2 of her Secret Sauce!
  • February 15th – New UHC Dual plan, using Zoho & Medicare Center, Mailers, T-65’s
  • February 13th – Guest Speaker Willie Mae Alexander shares her secrets to success!
  • February 10th – A special Leadership Meeting featuring Guest Speaker Dominique Rodgers!
  • February 8th – Star ratings, Medicaid eligibility, Poverty Levels, Giveback Plans, Veteran’s Benefits
  • February 7th – Guest Speaker Wesley Norris – How Renewals Saved His Life!
  • February 1st – TriCare, Champ VA & Medicare
  • January 30th – Reconciling your BoB with Renewals, special guest speaker Joe Walker
  • January 25th – GPB website tour, CSG Quoting for Cancer, GI & HIP, marketing in OEP
  • January 23rd – Josh Shinn reviews recent Medicare Sales Bootcamp
  • January 18th – Hospital Indemnity taxable income, moving when you have a PPO, Tracking BoB, Josh Youngs Bootcamp
  • January 16th – Special guest speaker Kari Brandy on having a successful OEP, NEW Recruiting Incentive
  • January 11th – Concern about Cigna / Salesforce tracking, having your whole book with GPB, Quoting
  • January 9th – Guest Speaker Trey Jones!
  • January 4th – Fully virtual enrollments, implementing GTL in your presentations, Hospital Indemnity
  • January 3rd – Our first meeting of the year! 2022 in review PLUS New Leadership Summit announcement
2022 Recording Archive
  • December 29th – 2022 Year in Review!
  • December 21st – OEP-compliant marketing practices, Commissions during OEP, Veterans & Medicare & their penalties
  • December 19th – Guest speakers Kari Brandy & Charles Scott share their Hospital Indemnity & Final Expense Cross-Selling Secrets!
  • December 14th – Special segment from Cigna Medicare: 5-star plans in Texas & other items to closeout 2022
  • December 12th – December Sales Opportunities + Q&A from the team
  • December 5th – AEP Co-op Progress + December Sales Opportunities to close out 2022!
  • November 30th – MedicareCenter: completing HRAs, submitting C-SNPs, legally blind client
  • November 28th – Tips for Record Production During the Holidays
  • November 16th – TriCare + MAPD possibilities, SEP OCC, Hospital Indemnity / Skilled Nursing Care clarity
  • November 14th – Guest Speaker Trey Jones!
  • November 9th – Outbound enrollment calls with spouses, “Dual” definition, LIS eligibility, MSPs, Plan F vs MAPD
  • November 7th – Live events recent success, Guest Speaker Derek Matthews!
  • November 2nd – 3 tenants to success, Cigna updates, last plan is the one that counts concept
  • October 31st – Happy Halloween, Updates to Medicare Changes, Guest Speaker Joshua Shinn
  • October 26th – Leveraging upline support, Humana look-alike plan, Sales Techniques for AEP, Spanish market
  • October 24th – Guest Speaker Randy Standaert!
  • October 19th – Tom Bryan from Cigna joined, Zoho Cliq, enrollment platforms, sales reporting
  • October 14th – 2023 AEP Virtual Kickoff Event!
  • October 12th – More info on Virtual Enrollments, surprise Guest Speaker Matt Post from Devoted Health!
  • October 10th – Final AEP Readiness session + special announcement from Tony & Kathy!
  • October 5th – HRA process, clarifying Integrity platforms versus GPB platforms, Dual plans in Tennessee, GTL bonus
  • October 3rd – Welcome to AEP, Activity is Key
  • September 28th – Medicare Center Training Library, GPB Lead Platform
  • September 26th – Guest Speaker Joshua Youngs!
  • September 21st – getting on these morning meetings easier, clarifying uses of GPB platforms & tools
  • September 19th – Digital Lead extraordinaire Landon McCarter & Nick Renwick introduction
  • September 14th – 5-star plans, working a booth during AEP, universal SOA link on Zoho
  • September 12th – Recertifications & other Integrity Tech with John G
  • September 7th – working a Walmart booth, AEP preparedness, alternative Drug Lookup tool
  • September 6th2023 Cigna Market Deep Dives: Northeast/Midwest (PA, MD, DE, DC, NJ, VA, CT, NY, IL, OH, MO, KS)
  • August 31st – open discussion regarding COmpliance going into AEP
  • August 29th – Guest speaker Gaylan Hendricks on Cross Selling!
  • August 26th2023 Cigna Market Deep Dives: Southeast (FL, GA, SC, NC, TN, VA, AL, MS, AR)
  • August 26th2023 Cigna Market Deep Dives: WEST (AZ ,CO, UT, NM, TX, OK, OR, WA)
  • August 22nd – Guest Speaker Arric Allen! Hear from one of the best in the business how to effectively work leads.
  • August 17th – Grassroots Marketing prep for AEP, UNA Program review
  • August 15th – Guest Speaker Everett Foney!
  • August 10th – Updated GPB Product Portfolio!
  • August 8th – guest speaker Joshua Shinn out of New Jersey!
  • August 5th – John Wetmore Presentation!
  • August 3rd – Various AEP Preparedness topics
  • August 1st – Trey Jones guest speaker!
  • July 27th – Integrity Leads Center Walkthrough!
  • July 25th – NEW Co-op Marketing $$$ = AEP Prep
  • July 20th – Integrity’s CRM System – Medicare Center – Presentation by Colton Claytor
  • July 18th – Leadership Summit Recap + AEP Readiness
  • July 13th – AHIP conversations, Keeping up with your clients, free UHC branded marketing materials
  • July 11th – Updates from the Leadership Summit, Integrity/Aflac/Aetna Ultimate Trifecta
  • July 6th – Mastermind Session
  • June 29th – reviewing other Zoho apps with John Gourdin, Cigna customer enrollment line ends 6/30, IL Dual plans
  • June 22nd – review from Monday’s Extra Help, SPAPs & C/D-SNP presentation, selling techniques for these programs
  • June 20th – Juneteenth recognition, DSNPs & CSNPs overview, Extra Help clarity
  • June 15th – Recruiting, focusing on specific states for your business, master the art of selling
  • June 13th – Industry Announcements & GPB news, Sales Techniques from Bootcamp
  • June 8th – Various client interactions
  • June 6th – beating complacency, Upcoming events, Sales Tips from Tony
  • June 1st – GPB website updates, Lead Gen opportunities, quoting tool demo
  • May 25th – how to increase productivity, remote selling mindset, Q1 Medicare tool
  • May 23rd – Special guest speaker Pierre Mondoux, GPB Regional Sales Director!
  • May 18th – large discussion around the newly confirmed Compliance guidelines
  • May 16th – Everything you need to know about Compliance for Medicare Advantage in 2022
  • May 11th – Who can we sell to during SEP, Recruiting updates, Activity by Tony Holland,SPAP lookup
  • May 9th – Joe Walker presents Heatmap Marketing!
  • May 4th – Q1 Medicare website, Zoho review, which carriers to run quotes with, adding carriers to the portfolio
  • May 2nd – 10 Tips to Become a Better Producer & $1,000 Recruiting Bonus extension!
  • April 27th – specific client cases
  • April 25th – Tips from Leadership & Contracting updates
  • April 20th – Q1 Medicare / CSG Quoting tool, figuring out what’s best for our clients, various other content
  • April 18th – Antigua Leadership Summit Summit Qualifiers!
  • April 13th – reviewing the current incentives, following up on last week’s topics, determining the best enrollment options for SEP
  • April 11th – $200 Co-op Marketing Campaign for ANY New-to-GPB MA paid enrollment!
  • April 6th
  • Apri 4th – Guest Speaker Eddie Velez presents “Working with Veterans”
  • March 30th – DST SEPs opening potential opportunities for clients, CMS Marx website, clarifying further enrollment opportunities.
  • March 28th – 2023 Leadership Summit + Rolex Club Announcement!
  • March 23rd – Medicare Auto Pay discussion, Veteran’s eligibility, OEP election validity
  • March 21st – Campaign Brainstorming
  • March 16th – various questions, one specifically was about carrier documents for clients
  • March 14th – Guest speaker Bill Feggins reviews the 5 things you must do to sell Medicare Advantage
  • March 9th – great discussion surrounding the many facets of Veterans &  Medicare, among other topics
  • March 7th – John Gourdin reviews Good Business Practices of the Modern Agent
  • March 2nd – Guest Speaker Everett Foney reviews Q1 Medicare .com & a special SEP tool
  • February 28th – Multigenerational Referrals & Grassroots Marketing (from Bootcamp)
  • February 23rd – CSG Actuarial pt. 2 with Anna Patrick – Market Pulse & Market Edge
  • February 21st – CSG Actuarial walkthrough, Cigna Medicare news, current promotions
  • February 16th – a large discussion around combating the “client flipping” challenge throughout the industry
  • February 14th – Happy Valentine’s Day!, guest speaker Denis Tauscheck from Integrity Marketing Group
  • February 9th – Integrity Merger Discussion
  • February 7th – 10 Step Sales Process pt.2, NEW Bonus Announcements
  • February 2nd – Renewals budgeting, 5-star plans, SEPs
  • January 31st – Tony Robbins Ultimate Breakthrough recap, 10 Step Sales Process (1-5)
  • January 26th – Renewals discussion, Tony Robbins sessions, ICEP clarity
  • January 24th – Renewals Week!
  • January 19th – GTL guest speaker Demetri Simos is back discussing Cancer plans, Short Term Care, & Graded Benefit Life!
  • January 17th – Guest Speaker Kari Brandy, MLK remembrance
  • January 12th – GTL guest speaker Demetri Simos presented a deep dive into the Hospital Indemnity programs
  • January 10th – Guest Speaker Floyd Walters “Success during OEP”, clarifying Antigua Leadership Summit points system
  • January 5th
  • January 3rd – GPB Value Proposition, Antigua Conversation, Happy New Year!
2021 Recording Archive
2020 Recording Archive