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Mar 19, 2025 5:15 PM
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Set, run and close appointments whether over the phone or in-person
Setting appointments
Holding appointments
How to Run an Effective In-Person Consultation/Appointment
Helpful Resources
Running an Appointment (script)
Needs Analysis (1-pager)
Training Materials
Step By Step Humana Videos(19 resources) Video Walkthrough
Training Slide Deck Phone Etiquette
UHC Enrollment Process194.9KB
Useful Spark Pages
Medicare Advantage vs. Medicare SupplementsHandling ObjectionsMedicare Case StudiesBest-of Call RecordingsElection PeriodsAdvanced: Medicare Advantage & PDP
Comparing Medicare Advantage PlansLooking up physicians, medications & benefitsChoosing the right MA/MAPDAll About Part D & PDPsD-SNPs & C-SNPsAdvanced: Medicare Supplements
Med Sup Underwriting Explanation
Explaining Medigap plan typesSelecting a Medigap plan