Opportunity Day with Cigna and Archwell Health!
2023-02-21 10:30 - 13:30 (America/Phoenix) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Please join Chris O’Strand as he shares highlights and tips to help you get more for your client with the amazing Cigna plans available this OEP/SEP season – Including CSNP with year-round enrollment opportunities!

Join Trisha Bowman as she shares updates on how Archwell HEalth is improving primary care for seniors here in Arizona and shares an opportunity you don’t want to miss!

RSVP to Sales Director Karrie Devore at karrie@fidelisins.com.

Fidelis National Webinar: Cross-Selling with Medico
2023-02-22 10:00 - 12:00 (America/Denver) | Zoom
Join us and our guest speaker, Melissa Gwennap, National Sales Distribution Manager for Medico Insurance Company, to discuss cross-selling of their product lines and how it will benefit your clients. Learn more about the sales technique involving selling an additional product or service to an existing customer. Explore how you can either increase the income derived from the client or protect the relationship from competitive sources.
Please pre-register to see the event details.

Fidelis Agent Exclusive Training with Humana
2023-02-28 11:00 - 14:00 (America/Denver) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Join us at the Fidelis Arizona Office for a Fidelis Agent exclusive training session with Humana. Lunch will be served following the training and a very special opportunity with CenterWell that you will want to be included in.

BCBSAZ Health Choice Arizona Day at Fidelis!
2023-03-08 09:00 - 13:00 (America/Denver) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Make the Most of Your Medicaid Lead Opportunity with Manny! Join us at the Fidelis Arizona Office for light refreshments, Training & Leads! Must be contracted and ready to sell to attend.

UHC SEP Kickoff + Opportunity @ UNITEDHEALTHCARE
2023-03-09 13:00 - 14:30 (America/Denver) | United HealthCare, 4425 E Cotton Center Blvd, Phoenix, AZ, 85040, United States
IMMEDIATE MOMENTUM OPPORTUNITY: Year-round selling opportunities and grassroot marketing strategies direct from Arizona’s leading Medicare Advantage carrier! Join your local UHC leadership on-site @ the United Healthcare building. This is a 1.5 hour session that will be worth every moment.
Expect: Prize raffle opportunity to engage, and tips to help you be even more successful this SEP!
Please RSVP to Rebecca_Hill@uhc.com
Have questions? Matt Bloom can be reached at 480-710-5183

National Webinar: Using Technology to Grow Your Sales
2023-03-22 10:00 - 11:00 (America/Phoenix) | Zoom
Join our guest speaker Anna Patrick as she shares the latest technology available and how an agent can use it to be more efficient and grow their sales!

Topics:
MedicareCENTER – This all-in-one platform puts you in command of your most essential tasks while providing critical insights that allow you to guide clients, with our user-friendly CRM, to the best available coverage options
LeadCENTER – MedicareCENTER empowers you to work smarter and more efficiently – all to help you take your business to a new level with lead management delivered to your CRM.
Compliance – MedicareCENTER follows all CMS compliance and guidelines, including SOA tracking and call recording. This allows you peace of mind, enabled by state-of-the-art tech, allowing you to balance your time with industry needs while still growing your business!

Anna Patrick is the Director of Strategic Partnerships at CSG Actuarial. She works closely with Integrity business partners to promote, enhance, and train agencies and agents on CSG’s innovative software solutions and Integrity’s MedicareCENTER and LeadCENTER platforms. Anna strives to provide agents with insightful ways to use technology to be more efficient and grow their sales.

Event will be held on Zoom. Please pre-register for the event by clicking the link below!

D-SNP Madness in Arizona!
2023-03-28 09:30 - 16:00 (America/Phoenix) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Attention All Agents! Get ready for D-SNP Madness!
Looking to Increase Your Sales? Want to Establish Successful Referral Pipelines? Interested in Making a Significant Impact in the Community? Then it’s Game On!
Our expert coaches will open our playbook to help you win big in the Dual Special Needs market. Join us and the Pro Team from UnitedHealthcare for our BIGGEST TRAINING EVENT of the year.
This event will have 1 day of training and 2 additional field days with UHC on the 29th &30th. Lunch will be served. Please Bring Your Laptop. RSVP today to get your name on the bracket!

Celebration Meets Opportunity – Top Golf Event Sponsored By Devoted Health
2023-04-05 10:00 - 14:00 (America/Phoenix) | Top Golf Gilbert, 1689 S Santan Village Pkwy, Gilbert, AZ, 85295, United States
Join the Arizona Fidelis Team and the Arizona Devoted Team for a memorable experience, including SEP Training sure to help you tee things off in the right direction, celebration, lunch, raffle prizes, and a super-fun activity sponsored by our friends at Devoted!
RSVP Today! All Agents and Agency Owners are invited to attend this Fidelis-Exclusive Event. The event will begin at 10 AM at Top Golf Gilbert.
Feel free to reach out to Karrie@fidelisins.com for more details. We hope to see you there!

2023 Holiday Hours: Good Friday
2023-04-07
All Fidelis offices will be closed on April 7th in observance of Good Friday. We will be back to normal operating hours Monday, April 10th.

Med Supp in Your Market with Integrity Guest Speaker: John Colbaugh
2023-05-17 10:00 - 11:00 (America/Phoenix) | Zoom
Join guest speaker John Colbaugh at this special webinar focused on bringing targeted area Med Supp competitive analysis and support. We will cover the following:
• Is Medicare Supplement Still Relevant/ Why Sell Med Supp?
• Where/Why/Who/What: Competitive Medicare Supplement Plan Analysis
• Helping You Identify Solid “Go-To” Plans to Help Your Clients
• Full Support Model
As a Med Supp Agent, you understand the importance of staying up-to-date with the latest industry trends to best serve your clients. Our webinar is designed to help you do just that. Our experts will provide valuable insights and practical tips that will enhance your portfolio and enable you to offer your clients leading plan options.

Get to Know the Speaker:
John Colbaugh is a Partner Sales Manager out of Integrity’s Atlanta Office where they specialize in all things Med Supp, from product development and improvement, to supporting partners like Fidelis and brokers like you. John is here to help us identify and make the most of opportunities in the Medicare Supplement market, so that we can better serve you and so that you can better serve your clients.

Join Our Zoom:
https://us06web.zoom.us/j/88673695651?pwd=[REDACTED]
Meeting ID: 886 7369 5651
Passcode: [REDACTED]
One tap mobile
+17193594580,,88673695651#,,,,*[REDACTED]# US

2023 Holiday Hours: Memorial Day
2023-05-29
All Fidelis offices will be closed on May 29th in observance of Memorial Day. We will be back to normal operating hours Tuesday, May 30th.

National Webinar: Veterans in Medicare
2023-05-31 10:00 - 11:00 (America/Denver) | Zoom
Come join us for our exciting May national webinar that focuses on our Veterans in Medicare. By attending this highly beneficial training, you will:
• Have the opportunity to be trained by an expert on Veterans.
• Have a better understanding of the products designed for our Veterans.
• Learn the difference between tri-care and tri-care for life.
• Be able to provide better service to our Veterans.
• Learn how to focus in on this population to increase your overall sales.
• Have time for Q&A with our expert Ron Williams.
Register now by clicking the below!

Ron Williams
Veteran Community Engagement Executive for Arizona

Ron is a 12 year US Air Force Desert Storm Veteran and has been with Humana since 2008. He has held roles as a MarketPOINT Career Sales Representative and Market Manager in Las Vegas, Nevada for 12 years.  Ron currently resides Oro Valley, Arizona just outside of Tucson.

He has been very involved with numerous Veteran organizations and organized countless Veteran events over his 14 years with Humana.
He is a member of the American Legion, VFW AMVETS, Team RWB, and Team Rubicon.  Ron enjoys SCUBA diving, travel, biking, backpacking, hiking, off-roading, spending time with his family, and giving back to the community through Volunteerism. Ron is happily married with 2 grown children, a dog, and a cat.

Revolutionize Med Supp with John Colbaugh: Exclusive Fidelis Round Table!
2023-06-14 11:00 - 12:00 (America/Denver) | Zoom
Calling all Medicare insurance agents! Don’t miss out on the exclusive round table discussion with John Colbaugh: exploring Med Supp options exclusively for Fidelis!
Please come prepared with any questions you’d like to ask or topics to be clarified, including:

Plan Availability
New Plans Available
Underwriting guidelines
Rates

Register now by clicking the link below!

Annual Agent Appreciation in Arizona
2023-06-20 11:30 - 14:00 (America/Denver) | Tia Rosa, 3129 E McKellips Rd, Mesa, AZ, 85213
Join us for our 2023 Agent Appreciation in Arizona! For more details about this event, please contact our local Sales Director, Karrie DeVore.

National Webinar: How to Plan 90 / 60 / 30 Days from October 1st
2023-06-28 10:00 - 11:00 (America/Denver) | Zoom
Mark Your Calendars for Our “One-Stop” AEP Prep Webinar! Join Bernadette Russo & Marisa Kanold of the Colorado Fidelis Office as they teach you how to get a jump start on AEP with our Readiness Program.

Build a Winning Business Plan
Learn Successful Tips and Strategies
Prepare for the BIGGEST Medicare Sales Opportunity of the Year!

Register today by clicking the link below!

2023 Holiday Hours: Fourth of July
2023-07-03 - 2023-07-04
All Fidelis offices will be closed on July 3rd & 4th in observance of Independence Day. We will be back to normal operating hours Wednesday, July 5th.

Humana First Look at 2024 Plans at Fidelis Arizona!
2023-07-27 10:00 - 12:00 (America/Phoenix) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Come and be the first to know about Humana’s upcoming plans and any changes for the 2024 AEP season.

RSVP Today and Save Your Seat!

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National Webinar: Amplifying Agent Success with Brokers International
2023-08-03 10:00 - 11:00 (America/Phoenix) | Zoom
Join us for our next national webinar with Brokers International! We will be joined by Wanda Bates, Vice President of Sales at Brokers International, as she discusses the resources available to agents, including:

BI Support

Sales support, including case design, illustrations, and product education.
Back office support, including contracting/licensing and new business.

Business Builder

A platform to submit and track pending new business.
Track your contracting status.
Access to sales tools for both annuity and life.

LMS (Learning Management System)

Access the LMS via Business Builder. A series of virtual interactive trainings for agents.

Marketing Programs

Register Today for the webinar!

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Maximize Profit Retention & Stay IRS Compliant Presented by Vanessa Lucey
2023-08-11 09:30 (America/Phoenix) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
This dynamic and highly requested session with Vanessa Lucey of Lucey Accounting is tailored to help 1099 Agents and Agency Partners maximize profit retention and stay IRS compliant.
During the session, Vanessa will be covering:
• Good Recordkeeping
• Insourcing and Outsourcing to Maximize Your Time, Opportunities, and Profits
• Pros & Cons to 1099 vs Employee
• Maximizing Deductions
• Tax Planning Strategies
• & More!
RSVP Today and Save Your Seat!

Blue Cross Blue Shield of Arizona at Fidelis Arizona
2023-08-18 10:00 - 12:00 (America/Denver) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Our great friends at Blue Cross Blue Shield of Arizona and BCBS of AZ Health Choice will be at the Fidelis Arizona office to share their 2024 plan details with us. All licensed Agents and Agency Principals with at least one contract of any kind with Fidelis are welcome.

RSVP Today and Save Your Seat!

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National Webinar: Growing Your Medicare Business Using Strategic Marketing
2023-08-30 10:00 - 11:00 (America/Phoenix) | Zoom
There are many options to promote, advertise, or market yourself and/or your plans, and the right combination of these efforts will help you reach your audience. As a Fidelis Agent or Agency Partner, you don’t have to do it all by yourself.

Join our webinar as we walk through:
• Getting Started
• Making the Most of Available Resources
• Maximizing Opportunities
• Special Rules You Should Know
• Final Tips to Help You
• & More!

Your presenter, Karrie DeVore, is the Fidelis Sales Director for Arizona, the Pacific States, and Illinois. She has years of combined experience in marketing, business, and Medicare (both on the carrier and EMO side). Karrie and each of your Fidelis Sales Directors are thrilled to share tips to help you plan your own strategic marketing for this AEP season.

Register today and learn more about how Fidelis can help you grow your Medicare business this year!

2024 Plans Deep Dive with Wellcare
2023-08-31 10:00 - 11:30 (America/Phoenix) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Join Cameron Franklin from Wellcare at the Fidelis Arizona Office as he walks us through everything we need to know for 2024! As if the information and the host were not reason enough to attend, those who attend the 1.5-hour session on 8/31 and are RTS will automatically be invited to participate in the next WELLCARE LEAD DAY! There are exciting things happening at Wellcare for 2024!
Can’t make it 8/31? Wellcare will also be at the Arizona 2024 AEP Rollout. RSVP today!

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2023 Holiday Hours: Labor Day
2023-09-04
All Fidelis offices will be closed on September 4th in observance of Labor Day. We will be back to normal operating hours Tuesday, September 5th.

2024 AEP Rollout Event in Arizona
2023-09-19 08:00 - 17:00 (America/Phoenix) | Wrigley Mansion, 2501 E. Telawa Trail, Phoenix, AZ, 85016, United States
Medicare Annual Enrollment is fast approaching, and there’s no better way to step into this season than with the 2024 AEP Rollout Event hosted by Fidelis Consultants in Arizona!

Why Attend?
Learn From The Best: Connect face-to-face with your local Sales Directors and engage in insightful discussions with the Fidelis Team.
Networking Opportunities: Forge meaningful partnerships and meet the leading carrier partners from across the nation.
Stay Updated: Dive into the latest industry news, ensuring you’re always a step ahead.
Exclusive Insights: Discover the innovative tools and resources Fidelis Consultants is introducing this year to propel your success in the AEP season.
Win Big: As always, we’re hosting a fantastic range of prizes, and this year they’re bigger and better!

What’s New This Year?
Each year, our commitment to delivering exceptional experiences sees our events scaling greater heights. This year is no exception. Prepare for a rollout like you’ve never witnessed before, packed with more opportunities and surprises than ever.

Mark your calendars and RSVP Here!
Don’t miss out on the industry’s premier event! Kick-off AEP the right way and set the tone for a successful enrollment season. Join us and make 2024’s AEP the best one yet. We look forward to seeing you in Arizona!

Lead Day at Fidelis Arizona with Wellcare
2023-09-21 09:30 (America/Phoenix) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Our great friend Cameron Franklin from Wellcare will be here with fresh leads. Please arrive @ 9:30 AM to participate. You are welcome to call from any of our available call pods/open office spaces @ the Fidelis Arizona Office.

Must be RTS and in good standing to participate. All who take leads will need to report back to Cameron.L.Franklin@wellcare.com with any appointments or enrollments booked as a direct result.

Not yet contracted with Wellcare? Reach out to karrie@fidelisins.com or contracting@fidelisins.com to start participating in lead days with our good friends at Wellcare.

Please RSVP to karrie@fidelisins.com to reserve your spot.

We look forward to seeing you there!

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Roaring After Session: Aetna
2023-09-25 12:00 (America/Phoenix) | Zoom
Join us for a 1 Hour Session with Marlena Del Rosario of Aetna! Save the Zoom information below to join, or if you have any questions, contact local Sales Director Karrie DeVore at karrie@fidelisins.com. We look forward to seeing you there!

Roaring After Session: Aetna (Retail Opportunity/Think Agent/Producer World/Technology)
Join Zoom Meeting https://us06web.zoom.us/j/81878697280?pwd=[REDACTED]
Meeting ID: 818 7869 7280
Passcode: [REDACTED]

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Roaring After Session: Wellpoint / Amerigroup
2023-09-25 13:15 - 14:15 (America/Phoenix) | Zoom
Join us for a 1 Hour Session with Wellpoint/Amerigroup! Save the Zoom information below to join, or if you have any questions, contact local Sales Director Karrie DeVore at karrie@fidelisins.com. We look forward to seeing you there!

Roaring After Session: Wellpoint / Amerigroup
Join Zoom Meeting: https://us06web.zoom.us/j/81878697280?pwd=[REDACTED]
Meeting ID: 818 7869 7280
Passcode: [REDACTED]

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Roaring After Session: Gold Kidney
2023-09-26 10:00 - 11:00 (America/Phoenix) | Zoom
Join us for a 1 Hour Session with Gold Kidney! Save the Zoom information below to join, or if you have any questions, contact local Sales Director Karrie DeVore at karrie@fidelisins.com. We look forward to seeing you there!

Roaring After Session: Gold Kidney
Join Zoom Meeting: https://us06web.zoom.us/j/81878697280?pwd=[REDACTED]
Meeting ID: 818 7869 7280
Passcode: [REDACTED]

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Roaring After Session: Devoted
2023-09-26 11:30 - 12:30 (America/Phoenix) | Zoom
Join us for a 1 Hour Session with Devoted! Save the Zoom information below to join, or if you have any questions, contact local Sales Director Karrie DeVore at karrie@fidelisins.com. We look forward to seeing you there!

Roaring After Session: Devoted
Join Zoom Meeting: https://us06web.zoom.us/j/81878697280?pwd=[REDACTED]
Meeting ID: 818 7869 7280
Passcode: [REDACTED]

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Roaring After Session: UnitedHealthcare
2023-09-26 13:00 - 14:30 (America/Phoenix) | Zoom
Join us for a 1.5 Hour Session with UHC! Save the Zoom information below to join, or if you have any questions, contact local Sales Director Karrie DeVore at karrie@fidelisins.com. We look forward to seeing you there!

Roaring After Session: UnitedHealthcare (Maricopa & Northern AZ Team, 1.5 Hours)
Join Zoom Meeting: https://us06web.zoom.us/j/81878697280?pwd=[REDACTED]
Meeting ID: 818 7869 7280
Passcode: [REDACTED]

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