Codey Loveless, Regional Sales Director – AZ, CA, NV

Description: This training will be a deep dive into the SunFire Medicare Advantage Quote and Enrollment Platform. Agents will be shown firsthand how to run a quote for a client, compare plans, and will be given a detailed understanding of what an Agent should consider when comparing plans and making recommendations to their clients. The end goal of this training is for Agents to have an understanding of the process ... Read more

Description: Weekly Timely Topics & Market Updates Meetings will be focused on making sure Agents are up to date and aware of relevant and current ways they can be building their business, expanding their knowledge, stay up to date with Carrier/Local Market events, and stay in the know. 10:00 AM - 11:00 AM (PST)

Description: This training will focus exclusively on Empowers Alpha Leads, how they are generated, what information is included within the lead, best practices for reaching out to them consistently and effectively, as well as updating LeadServ properly. I will also discuss the requirements to qualify for Alpha Leads as well as demonstrate how to request to be added to the program on their EBI Agent Portal. 10:00 AM - 11:00 ... Read more

Description: Weekly Timely Topics & Market Updates Meetings will be focused on making sure Agents are up to date and aware of relevant and current ways they can be building their business, expanding their knowledge, stay up to date with Carrier/Local Market events, and stay in the know. 10:00 AM - 11:00 AM (PST)

Description: This training will teach Agents industry-leading, effective marketing strategies that they should be involved in within their local communities on a regular basis. These strategies will focus on Direct to Consumer strategies as well as Community and Provider Organization Partnerships that will propel their business forward through organic business development. 10:00 AM - 11:00 AM (PST)

Description: Weekly Timely Topics & Market Updates Meetings will be focused on making sure Agents are up to date and aware of relevant and current ways they can be building their business, expanding their knowledge, stay up to date with Carrier/Local Market events, and stay in the know. 10:00 AM - 11:00 AM (PST)

Description: This training will go over in detail the process of building an effective marketing plan for the Medicare AEP. We’ll discuss goal setting, working backwards to make a roadmap showing what it takes to reach your goals, and a more detailed roadmap showing what activities and strategies you’ll use to move along that path. Knowing what you want to achieve is the first thing. Knowing how much business you'll ... Read more

Description: During this training, I will go over the Empower Medicare Review Fact Finder and how to effectively use it when meeting with a potential client. The Empower Medicare Review Fact Finder helps Agents gather important information needed to run a thorough Medicare Review, but also gathers key information that can be used to sell multiple additional products. Host: Codey Loveless, Regional Sales Director - Empower Brokerage 10 AM (PST)

Description: During this webinar, I’ll talk about the importance of talking with every single client about their overall insurance portfolio rather than hyperfocusing on one specific product or line of business. Most appointments are set to assist a client with a specific need. That need was just what gets us in the door. As Brokers, we should always focus on asking questions that lead to potential opportunities or uncover risks ... Read more

Description: This webinar will conclude our AEP Readiness Training Series. This 8 Part Series went over: 1. Medicare Basics/Medicare 101 2. Completing Medicare Reviews in SunFire and CSG Actuarial 3. Medicare Alpha Leads 4. Grassroots Marketing/Event Marketing 5. Building a Marketing Plan 6. Completing a Medicare Review Fact Finder 7. The Importance of Cross Selling 8. Series Summary & Review On this webinar, we’ll briefly review highlights of each topic ... Read more