Tip: To filter events by carrier, see “Categories” at the bottom of the page. Click on a carrier name to see only that carrier’s upcoming events. To change back to the all carrier view, select “All Categories” on the bottom right of the category menu.
Events in January 2023
SunSunday | MonMonday | TueTuesday | WedWednesday | ThuThursday | FriFriday | SatSaturday |
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January 1, 2023 | January 2, 2023 | January 3, 2023 | January 4, 2023 | January 5, 2023 | January 6, 2023 | January 7, 2023 |
January 8, 2023 |
January 9, 2023(2 events)
New Mexico - Wellcare: New Agent Boot CampNew Mexico - Wellcare: New Agent Boot Camp10:00 am - 11:00 am
Are you recently contracted in New Mexico for Wellcare? Join us on Monday, Jan. 9th 10-11 AM MST Highlights:
Join at scheduled time Humana: Fast Start Your OEP in 2023 - Session 1Humana: Fast Start Your OEP in 2023 - Session 13:30 pm -
In this session you will get the most effective retention tools to keep members informed, engaged and active in all their current plan benefits. You will also learn how to ask questions through account service and how to generate additional referrals from satisfied clients. Don't miss it! |
January 10, 2023(3 events)
Cigna Retention & Referrals: 12 Point "Stay in Touch" PlanCigna Retention & Referrals: 12 Point "Stay in Touch" Plan9:00 am -Click to join at the scheduled time
Save the date and join in for the Cigna Retention & Referrals: 12 Point "Stay in Touch" Plan training on Jan 10th at 9 AM MST Humana: Spending Card Details for OTC and Healthy Option CardHumana: Spending Card Details for OTC and Healthy Option Card10:00 am -
Learn the details of the new OTC Spending Card and the Healthy Option Card. Some of your clients are receiving these cards and have many questions on quarterly allowance, activation, product allowance and retail locations
Talk-O Tuesday: Don't miss this Monthly WAP ConversationTalk-O Tuesday: Don't miss this Monthly WAP Conversation11:00 am - 12:00 pm
We're kicking off Talk-O Tuesday with 2023 tips and compliance best practices for OEP + strategies for building and delivering on your 2023 business goals. Highlights include:
Bring your questions and don't miss this Talk-O!
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January 11, 2023(3 events)
UHC DSNP TrainingUHC DSNP Training10:00 am -Click to Join at scheduled time
DSNP: Dual Special Needs Plan - Opportunity, Resources & Plan Information & Strategies to Help Those Most In Need. Raquel Garcia presenting
Join in and get this valuable training. Register now. Cigna: Find Dentists Fast OnlineCigna: Find Dentists Fast Online1:00 pm -Click to join at the scheduled time
Jump into this quick training to see how to find dentist networks fast Humana: Fast Start Your OEP in 2023 – Session 2Humana: Fast Start Your OEP in 2023 – Session 22:00 pm -
In this session you will get the most effective retention tools to keep members informed, engaged and active in all their current plan benefits. You will also learn how to ask questions through account service and how to generate additional referrals from satisfied clients. |
January 12, 2023(6 events)
New Agent Workshop - Medicare EngineNew Agent Workshop - Medicare Engine3:00 am - 4:00 pmPlease email Tamara at tamara@westernassetprotection.com to RSVP If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
See you there! CSG Actuarial: How to Sell Final Expense - Special Guest, Allen PauleyCSG Actuarial: How to Sell Final Expense - Special Guest, Allen Pauley9:00 am - 10:00 am
Join CSG & Integrity, Thursday, January 12 at 9:00 a.m. MST as we discuss how to cross-sell Final Expense Life Insurance to your Medicare clients. Allen Pauley, Vice President of Integrity Marketing Group, will provide tips on how to bring-up Final Expense, the need, and how to close the sale. Allen's sales approach is used by the most successful agents in the industry. We will demonstrate how you can quote and cross-sell Final Expense plans alongside your client's Medicare plan using the CSG agent quoting tool.
We look forward to seeing you there! New Agent Workshop - MedicareCENTERNew Agent Workshop - MedicareCENTER9:00 am -Email: tamara@westernassetprotection.com to RSVP Are you new at Western Asset Protection? WELCOME!RSVP for this important training and say hello to a powerful, easy-to-use system built to help you serve clients better, boost your production and take control of your business. Life as an agent just got better!An important piece of our onboarding process, MedicareCENTER training provides you with an overview off all you can do with this amazing resource available to you. This robust, free tool is provided to all WAP agents! Features include:
MedicareCENTER empowers you to work smarter and more efficiently. All to help you take your business to a whole new level. Humana: New Member Orientation- How to create these meetings for your clientsHumana: New Member Orientation- How to create these meetings for your clients10:00 am -
In this session you will learn how to schedule individual or group “New Member Orientation meetings”. Humana will provide you with a Power Point Presentation and supporting documents to show your client how to understand their plan benefits, use all the resources when searching providers, Medical, Dental, Vision and MyHumana.com website. These meetings are very popular, and members appreciate the extra level of information. A great resource for referrals. Cigna: Health Risk Assessment - How, When, WhereCigna: Health Risk Assessment - How, When, Where1:00 pm -Click to join at the scheduled time
Accomplish Cigna's HRAs with ease. Don't miss this great training!
Humana: Dental -Vision Plan guidance for MAPD plansHumana: Dental -Vision Plan guidance for MAPD plans3:00 pm -
In this session you will learn how to identify the DEN-CODE of each Medicare Advantage plan and provide accurate information on Dental coverage, limits, and network search. Let Humana show you how to get the PDF documents for your clients. |
January 13, 2023(1 event)
Humana: Vantage Tools - How to navigate the Agent Portal resourcesHumana: Vantage Tools - How to navigate the Agent Portal resources1:30 pm -
In this session you will become proficient in using all the tools available in the Agent Portal-Vantage. Humana Agents have given this portal high reviews and feel more confident in finding plan documents, commission statements, member status and enrollment tools. Become proficient in managing your book of business.
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January 14, 2023 |
January 15, 2023 |
January 16, 2023(2 events)
UHC Virtual Coffee & ChatUHC Virtual Coffee & Chat9:00 am -Click to Join at the scheduled time
Virtual Coffee and Chat:
Presenters: Raquel Garcia and Matt Bloom Please stop in for this quick update on all things UHC! Save the date! Agency Leadership ChatAgency Leadership Chat1:00 pm - 2:00 pm
-Exclusive Invitation- A monthly collaboration with Agency Principals discussing recruiting strategies, marketplace & industry updates Exclusive Agency thought-leadership discussion each month with Paul Rose, Steven Smith and David Wessling. Gain valuable insights and key ways to grow your agency.
January Discussion Highlights:
Join in for this great conversation! |
January 17, 2023(1 event)
Humana AZ Coffee HourHumana AZ Coffee Hour8:15 am - 9:15 am
Save the Date: Tuesdays - The AZ Humana Team eagerly awaits your attendance at the Humana AZ Coffee Meeting - Tuesdays. We invite you to join us on Tuesday morning to review questions and topics most members are asking:
Please register to add the series of meetings in your calendar and we look forward to seeing you on Tuesday. During AEP, the Humana Coffee Hour will start at 8:15 AM every Monday morning and the session will be open for 45 minutes or less. Join the Humana Team each Monday morning. Sessions will not be recorded.
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January 18, 2023(3 events)
Humana HMO 2463-003 - Heathy Option CardHumana HMO 2463-003 - Heathy Option Card10:00 am -
This HMO plan provides a Spending Account benefit with a $75 monthly allowance to purchase items like Food, OTC, pay utilities, pest control, private transportation and much more. This plan has become very popular in 2023 and competes well with plans that offer either a part B premium reduction or a Flex card. Learn the flexibility and the benefits that this plan has to offer. UHC Ancillary Benefits TrainingUHC Ancillary Benefits Training11:00 am -Click to join at scheduled time
Learn the value added benefits that UHC offers your members including:
Raquel Garcia will be presenting
Save the date and we'll see you there. Humana: HMO 0028-052 - Discover all the comprehensive benefits of this planHumana: HMO 0028-052 - Discover all the comprehensive benefits of this plan1:30 pm - 2:45 pm
This is the most comprehensive and richest plan Humana offers in Maricopa, Pima and Pinal counties in 2023. We will review the details of this plan so you can share the good news with your clients. Your clients will be delighted with a National HMO network with open access and no referrals required, low MOOP and lower copayments for most benefits, comprehensive dental plan with first dollar coverage, Personal Home care Assistance, Emergency Life-Line coverage and $100 OTC quarterly benefit dispensed on a Visa card and much more.
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January 19, 2023(8 events)
Cigna: Open Enrollment Period - Do's & Don'tsCigna: Open Enrollment Period - Do's & Don'ts9:00 am -Click to join at the scheduled time
Learn the very important do's and don'ts around OEP. Save the date! New Agent Workshop - MedicareCENTERNew Agent Workshop - MedicareCENTER9:00 am - 10:00 amPlease email Tamara at tamara@westernassetprotection.com to RSVP If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
See you there! The Devoted Drill: OEP StrategiesThe Devoted Drill: OEP Strategies9:00 am - 10:00 am
We've got until March folks! Grab a seat and get the latest OEP strategies from your AZ Devoted Team! Register today. BCBSAZ - 2023 Medicare Product NEW Agent TrainingBCBSAZ - 2023 Medicare Product NEW Agent Training1:00 pm - 2:00 pm
We are very excited about our partnership!
Both the training session and certification steps must be completed before you are authorized to sell our 2023 Medicare Advantage Prescription Drug Plans and/or 2023 Prescription Drug plans. Brokers who are currently contracted to only sell Medicare Supplement products are not required to attend this training. Cigna: Marketing - How to grow your businessCigna: Marketing - How to grow your business1:00 pm -Click to join at the scheduled time
Get tips from the top on best ways to grow your business with Cigna. UHC: Value of a Local Agent PresentationUHC: Value of a Local Agent Presentation1:00 pm -Click to join at the scheduled time
Value of a Local Agent - Differentiators, How to & Proven strategies for a growing a successful Medicare business with strong retention and referrals.Humana PPO 335 - Medicare Supplement Switcher - Get the detailsHumana PPO 335 - Medicare Supplement Switcher - Get the details2:00 pm -
Medicare Supplement plans are very popular but over time they get to be very expensive. Medicare beneficiaries seek predictable cost, open network access and National coverage. The new Humana PPO plan 335 is a great option for clients that want flexible options, extra benefits like dental, vision, and Rx coverage with cost predictability. Let us show you how to present the great benefits of this plan, now available in Maricopa, Pima and Pinal counties. New Agent Workshop - Medicare EngineNew Agent Workshop - Medicare Engine3:00 pm - 4:00 pmPlease email Tamara at tamara@westernassetprotection.com to RSVP If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
See you there! |
January 20, 2023(2 events)
UHC: Business Plan Development for OEP SuccessUHC: Business Plan Development for OEP Success9:00 am -Click to join at the scheduled time
Presenter: Matt Bloom
Do you have a goal for what you want to do this OEP? Come join this interactive workshop where you will work with a business plan template and create a game plan you can follow for success. Also, learn how to self-generate by finding unique ways to cultivate your book of business and tap into your community. See you there! Cigna: ICEP and SEP LEC - T65 Leaving Employer GroupCigna: ICEP and SEP LEC - T65 Leaving Employer Group1:00 pm -Click to join at the scheduled time
Training tips to better help your clients transition from Employer Group Coverage to Medicare. |
January 21, 2023 |
January 22, 2023 |
January 23, 2023(2 events)
Cigna DSNP TrainingCigna DSNP Training12:00 pm - 1:15 pmMake sure to log in to Producers' University first, and then click on the links below to register
Special Needs Plans (DSNP) Help your customers find the right plan and increase sales. In these sessions, the Cigna AZ Team will go over special needs plan enrollment opportunities, focusing on dual-eligible Medicare beneficiaries. UHC New Agent Training - Phoenix MarketUHC New Agent Training - Phoenix Market2:00 pm -Click to join at the scheduled time
Presenters: Raquel Garcia & Matt Bloom New Agent Training - Phoenix Market - 2022 Materials - VIRTUAL |
January 24, 2023(1 event)
New Agent Workshop - MedicareCENTERNew Agent Workshop - MedicareCENTER3:00 pm - 4:00 pmPlease email Tamara at tamara@westernassetprotection.com to RSVP If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
See you there! |
January 25, 2023(1 event)
UHC C-SNP TrainingUHC C-SNP Training11:00 am -Click to join at the scheduled time
Matt Bloom presenting UnitedHealthcare Chronic Special Needs Plan (C-SNP) Learn more about plans designed to help those with Diabetes or Heart Conditions and the SPECIAL ELECTION PERIODS that apply. |
January 26, 2023(2 events)
New Agent Workshop - MedicareCENTERNew Agent Workshop - MedicareCENTER9:00 am - 10:00 amPlease email Tamara at tamara@westernassetprotection.com to RSVP If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
See you there! New Agent Workshop - Medicare EngineNew Agent Workshop - Medicare Engine3:00 pm - 4:00 pmPlease email Tamara at tamara@westernassetprotection.com to RSVP If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
See you there! |
January 27, 2023(1 event)
Devoted DigestDevoted Digest10:30 am - 11:00 am
"Devoted Digest" is a short meeting to discuss updates within Devoted as well as crucial changes to the market. Monthly Devoted Health market updates regarding:
Opportunities to ask questions to better help you represent Devoted in Arizona. See you there |
January 28, 2023 |
January 29, 2023 |
January 30, 2023(1 event)
UHC Compliance Training - Phoenix MarketUHC Compliance Training - Phoenix Market10:00 am -Click to join at the scheduled time
Presenting: Raquel Garcia & Matt Bloom Compliance Training - Phoenix Market - 2022 Materials - VIRTUAL Don't miss this important training on Compliance. |
January 31, 2023(3 events)
New Agent Workshop - Medicare EngineNew Agent Workshop - Medicare Engine9:00 am - 10:00 amPlease email Tamara at tamara@westernassetprotection.com to RSVP If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
See you there! UHC Basic Tech Tips TrainingUHC Basic Tech Tips Training11:00 am -Click to join at the scheduled time
Matt Bloom presenting UHC Basic Tech Tips - Learn quick tips to more easily navigate and use Jarvis, Lean and the Learning Lab/Content Library. Become a true master of your craft by using your tools. Toolkit searching New Agent Workshop - MedicareCENTERNew Agent Workshop - MedicareCENTER3:00 pm - 4:00 pmPlease email Tamara at tamara@westernassetprotection.com to RSVP If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
See you there! |
February 1, 2023 |
February 2, 2023(4 events)
New Agent Workshop - MedicareCENTERNew Agent Workshop - MedicareCENTER9:00 am - 10:00 amPlease email Tamara at tamara@westernassetprotection.com to RSVP If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
See you there! BCBSAZ - 2023 Medicare Product NEW Agent TrainingBCBSAZ - 2023 Medicare Product NEW Agent Training10:00 am - 11:00 am
We are very excited about our partnership!
Both the training session and certification steps must be completed before you are authorized to sell our 2023 Medicare Advantage Prescription Drug Plans and/or 2023 Prescription Drug plans. Brokers who are currently contracted to only sell Medicare Supplement products are not required to attend this training.
Questions? Please contact your designated BCBSAZ business development executive, or Broker Support at BCBSBRKSupport@azblue.com or (480) 389-2712 BCBSAZ Health Choice Pathway: Medicaid with MannyBCBSAZ Health Choice Pathway: Medicaid with Manny10:30 am - 12:00 pm
One of the great things about Dual Special Needs Plans (DSNP) is that you’re able to sell year-round however agents can sometimes get lost or confused in the eligibility process and become discouraged from selling this type of product. If this happens to you, BCBSAZ Health Choice Pathway is here to help! Join us to learn more about:
Join us! Register today. New Agent Workshop - Medicare EngineNew Agent Workshop - Medicare Engine3:00 pm - 4:00 pmPlease email Tamara at tamara@westernassetprotection.com to RSVP If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
See you there! |
February 3, 2023 | February 4, 2023 |