MCC’s Agent Survival Toolkit

 

Last Updated: 8/21/2020
Look for the *NEW* or *UPDATED* to see the updates.

 

We’re still here! While the MCC Brokerage office is closed to outside visitors until further notice, we will continue to support our agents by phone and email. For further details and to read the full memo sent out to agents, click here.

As the country practices social distancing to combat the current COVID-19 outbreak, insurance carriers are providing tools and information to allow agents to continue serving clients using telephonic and online methods. MCC will be monitoring those communications and posting regular updates on this page, along with additional recommendations and resources to assist you in continuing Medicare sales during this time.

 

Resources to Keep Your Business Running

An Overview of the Small Business Paycheck Protection Program, Paycheck Protection Program Borrowers information and to apply for assistance can be found here

 

MCC Recommendations for Remote Medicare Sales

First and foremost, we want to remind all agents to remain focused on compliance. You will still need to obtain an SOA before any sales presentation regardless of the format, and all other compliance regulations still apply. Some carriers also require specific training before you may access phone and online sales tools. Read all carrier materials carefully and stay compliant.

It’s also important to realize that if you don’t reach out to your leads, someone else will. Medicare sales have not stopped during this outbreak. Get the training and registration you need to complete phone and online sales quickly to avoid losing sales to competitors who moved faster.

The MCC team is here to assist you in navigating this unusual situation, so please contact us if you have any questions or issues.

 

Carrier Telephonic & Electronic Enrollment Processes

To view carrier enrollment options and processes, including walk-through, on-demand webinars, click here.

 

Useful Documents for Remote Medicare Sales

MCC has compiled many documents will help you streamline your process for telephonic and online sales. View those documents here

 

Documents for Keeping Your Clients Informed

Now is the time to reconnect with your clients and prospects. Use these tools to reach out to your clients and prospects before someone else does.

 

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