“We moved on from 5% of our client relationships each year, selecting clients based on both revenue they generate and engagement level.”
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Ashley DeSteiger
Financial Advisor Success ·
Clarence Napier · Insurance Broker and Consultant Supporting Business Owners · Episode 1143: Medicare Annual Enrollment, Oct 15 Thru Dec 7, Updates
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Proactively select a primary care physician for each client to prevent the carrier from auto-assigning one
“We moved on from 5% of our client relationships each year, selecting clients based on both revenue they generate and engagement level.”
“Early intervention, particularly in education and in eye care and preventative measures that can prevent some of these negative outcomes like synkinesis, is actually super important”
“We're about to launch autonomous coding for primary care and then roll it out to specialty care”
“You can fund your long-term care needs with 100,000, 200,000, and the long-term care carrier will match your 100,000 or 2,000 with the multiple of sometimes one-to-one, sometimes two-to-one, sometimes three-to-one”
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