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Agent Survival Guide Podcast - Helping Your Clients Find Their Medicare Beneficiary Identifier (MBI)

Helping Your Clients Find Their Medicare Beneficiary Identifier (MBI)

05/14/20 • 6 min

Agent Survival Guide Podcast

 

Need to help a client look up their Medicare Beneficiary Identifier? What can you do now that the lookup feature on MyMedicare.gov has been phased out? We've got four ways insurance agents can help their Medicare clients in this episode of the ASG Podcast.

 

Read the text version.

 

Mentioned in this episode:

 

CMS Completes New Medicare Card Distribution Early

Contact Medicare

Medicare Beneficiary Identifiers

MyMedicare.gov Portal

What To Do if Your Medicare Card is Lost or Stolen

What You Need to Know About New Medicare Cards

 

 

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May 8, 2020 | The Friday Five

The Friday Five for May 8, 2020: AHIP 2021 Training Update; Humana Waives Copays and Cost-Sharing, Talks Telehealth; Headphones to Help WFH; Krasinski Keeps Some Good News Coming; and How to Celebrate Mother’s Day During a Pandemic.

How to Add Technology to Your Insurance Business

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The latest from Ritter’s Blog:

 

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How many times have you walked into a store just wanting to look at something, but ended up walking out with nothing because the stakes felt too high? Maybe you were turned off because you couldn’t "just look" without a salesperson trying to give you their spiel? They “pushed” you right out the door, didn’t they? Here's how (and why!) to make sure you're not that salesperson.

5 Steps to Selling Medicare Supplements Successfully

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How to Successfully Set SMART Goals

Setting goals is a great way to keep your business on track with a clear path ahead. We recommend setting goals at the beginning of each plan year to help you flourish in the year to come.

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

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bookmark

 

Need to help a client look up their Medicare Beneficiary Identifier? What can you do now that the lookup feature on MyMedicare.gov has been phased out? We've got four ways insurance agents can help their Medicare clients in this episode of the ASG Podcast.

 

Read the text version.

 

Mentioned in this episode:

 

CMS Completes New Medicare Card Distribution Early

Contact Medicare

Medicare Beneficiary Identifiers

MyMedicare.gov Portal

What To Do if Your Medicare Card is Lost or Stolen

What You Need to Know About New Medicare Cards

 

 

More episodes you’ll like:

 

May 8, 2020 | The Friday Five

The Friday Five for May 8, 2020: AHIP 2021 Training Update; Humana Waives Copays and Cost-Sharing, Talks Telehealth; Headphones to Help WFH; Krasinski Keeps Some Good News Coming; and How to Celebrate Mother’s Day During a Pandemic.

How to Add Technology to Your Insurance Business

Need to bring technology into your business? Not sure where to begin? Start by listening to this episode! We’ll help you revamp your insurance sales process.

More People Working Past Age 65: What It Means for Insurance Agents Selling Medicare Plans

What does Medicare look like for your clients working past age 65? This is one of the most common questions we get from insurance agents. And we've got answers! Learn how to help clients enroll in Medicare when they plan to continue working. We'll even cover how to help a client that's already on Medicare who wants to "unretire" and rejoin the workforce! You don't want to miss this episode of our ASG Podcast!

 

The latest from Ritter’s Blog:

 

How You Can Sell Insurance in Your State During COVID-19

We’ve gathered information regarding your state’s stance on in-person sales during the COVID-19 pandemic, as well as information about applying for unemployment benefits as a self-employed worker.

Why It’s Time to Take a More Relaxed Approach to Insurance Sales

How many times have you walked into a store just wanting to look at something, but ended up walking out with nothing because the stakes felt too high? Maybe you were turned off because you couldn’t "just look" without a salesperson trying to give you their spiel? They “pushed” you right out the door, didn’t they? Here's how (and why!) to make sure you're not that salesperson.

5 Steps to Selling Medicare Supplements Successfully

Whether you’re already selling Medicare Supplements or just starting to look into offering this type of product, there are five simple steps you can take to find more success in your sales. Do you know what they are?

How to Successfully Set SMART Goals

Setting goals is a great way to keep your business on track with a clear path ahead. We recommend setting goals at the beginning of each plan year to help you flourish in the year to come.

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Previous Episode

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May 8, 2020 | The Friday Five

The Friday Five for May 8, 2020:

  • AHIP 2021 Training Update
  • Humana Waives Copays and Cost-Sharing, Talks Telehealth
  • Need Headphones to Help WFH?
  • Krasinski Keeps Some Good News Coming
  • How to Celebrate Mother’s Day During a Pandemic
Mentioned in this episode:

AHIP 2021 Training Update PDF

AHIP Support Email

10 DIY Mother’s Day Gift Ideas You Can Make and Do in Quarantine

10 virtual Mother’s Day gift ideas to celebrate your mom during quarantine

40 Last-Minute Mother’s Day Gifts That Will Arrive by Mother’s Day

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Google, Facebook, Microsoft, and Twitter partner for ambitious new data project

I tried to find the best cheap wireless earbuds under $40

Mother’s Day 2020: 15 of our favorite gifts for your mom

Mother’s Day gift idea while social distancing

Origami Book Rose Tutorial – Paper Book Rose | DIY by April Sarah

SGN Graduation with Oprah, Steven Spielberg, Jon Stewart, and Malala

SGN: Potluck: Some Good News with John Krasinski Ep. 5

SGN: Prom 2020: Some Good News with John Krasinski Ep. 4

Telehealth will help create ‘a different health-care system’ after the virus, Humana CEO says

The Glow Light from Casper

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5 Steps to Selling Medicare Supplements Successfully

Build your Medicare portfolio with our Med Supp sales tips! We walk you through the process of getting started, from finding the carrier info you need to helping you get contracted and ready-to-sell. Medicare Supplement sales success can be yours!

The latest from Ritter’s Blog:

Updates to the 2021 AHIP Certification Training You Should Know About

The 2021 AHIP Medicare training season is almost here! Before you dive in to complete this obligation, there are changes to the Marketing Medicare Advantage and Fraud, Waste and Abuse training layout that you need to be aware of.

Helping Your Clients Find Their Medicare Beneficiary Identifier

During some Medicare sales appointments, you may meet with a client who wants to enroll in a plan but doesn't have their Medicare Beneficiary Identifier (MBI). Fortunately, there are ways you can help them get their MBI or look it up.

How You Can Sell Insur...

Next Episode

undefined - May 15, 2020 | The Friday Five

May 15, 2020 | The Friday Five

The Friday Five for May 15, 2020

  • CMS Announces Enhancements to Medicare Plan Finder
  • HEROES Act Set for House Vote Today
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  • Zoom 5.0 – What You Need to Know
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Mentioned in this episode:

6 steps for establishing a strong social media policy during the pandemic

CMS Memo: Medicare Plan Finder Enhancements for Contract Year 2021

Client Retention Templates: Ritter Can Help You Stay In Touch With Your Clients

‘Hamilton’ Course Change: Disney Sets July 3 Streaming Release For $75 Million Lin-Manuel Miranda Musical

House Democrats unveil $3 trillion coronavirus relief package

House Democrats unveil massive new coronavirus relief bill ahead of Friday vote

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Krispy Kreme, Chipotle and more honor 2020 graduates with food freebies

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Zoom version 5.0

More episodes you’ll like:

May 8, 2020 | The Friday Five

The Friday Five for May 8, 2020: AHIP 2021 Training Update; Humana Waives Copays and Cost-Sharing, Talks Telehealth; Need Headphones to Help WFH?; Krasinski Keeps Some Good News Coming; How to Celebrate Mother’s Day During a Pandemic

Helping Your Clients Find Their Medicare Beneficiary Identifier (MBI)

Need to help a client look up their Medicare Beneficiary Identifier? What can you do now that the lookup feature on MyMedicare.gov has been phased out? We've got four ways insurance agents can help their Medicare clients in this episode of the ASG Podcast.

5 Steps to Selling Medicare Supplements Successfully

Build your Medicare portfolio with our Med Supp sales tips! We walk you through the process of getting started, from finding the carrier info you need to helping you get contracted and ready-to-sell. Medicare Supplement sales success can be yours!

The latest from Ritter’s Blog:

Ritter Can Help You Stay In Touch With Your Clients

Client retention is just as important as taking on new clients. In the insurance world, once a sale is closed, your duty as an agent isn’t over. You still need to make sure you check in with your clients from time to time to maintain strong relationships. Use these downloadable templates when touching base with your clients!

How You Can Sell Insurance in Your State During COVID-19

We’ve gathered information regarding your state’s stance on in-person sales during the COVID-19 pandemic, as well as information about applying for unemployment benefits as a self-employed worker.

Why It’s Time to Take a More Relaxed Approach to Insurance Sales

How many times have you walked into a store just wanting to look at something, but ended up walking out with nothing because the stakes felt too high? Maybe you were turned off because you couldn’t "just look" without a salesperson trying to give you their spiel? They “pushed” you right out the door, didn’t they? Here's how (and why!) to make sure you're not ...

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