Fidelis

MedicareCenter’s Call Recording Training is Here!
2022-09-28 10:00 - 2022-10-21 11:00 (America/Denver)
Make sure you are compliant this AEP with the industry leading technology in MedicareCENTER! Serving consumers while building your book of business has never been easier, with amazing and FREE solutions like:

· Call Recording
· Client Management
· Lead Integration
· Quote & Enroll Software

All available in one place!

To help you better understand Call Recording in MedicareCENTER, register for upcoming training sessions made just for you!

Upcoming training dates include—starting right away!

· Tuesday, 10/18
· Wednesday, 10/19
· Thursday, 10/20
· Friday, 10/21
· Monday, 10/24

With more available beginning next week!

This powerful platform is made just for agents like you, built with features to make your workday easier. Register today by clicking here!

National Webinar: Fidelis Resources
2023-01-25 09:00 - 10:00 (America/Denver)
Start your new year with a strong game plan! Join us to learn more about our success tools, what Fidelis resources are available in your market and how to improve your game plan for this year!

United Healthcare Opportunity Day at Fidelis
2023-01-26 09:30 - 11:00 (America/Denver) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Join us at the Fidelis Arizona Office to Connect with Your Local UnitedHealthcare Team. Learn More about Events, Opportunities & Engagement with UHC, including specific OEP and SEP Opportunities and “How To” Guidance.

To RSVP for this event, contact local Sales Director Karrie DeVore, at Karrie@fidelisins.com.

MedicareCENTER & PURL Training with Karrie DeVore
2023-01-27 10:00 - 11:00 (America/Denver) | Zoom
Join our Local Sales Director, Karrie DeVore, to discuss Call Recording, MedicareCENTER, and How to Use Your PURL to Promote and Build Your Book of Business.

FRIDAY, 1/27 @ 10 AM AZ time: Attend via Local Zoom
Meeting ID: 889 8276 4726
Passcode: [REDACTED]

For more information, contact Fidelis Sales Director Karrier DeVore at Karrie@Fidelisins.com

Fidelis Agent Exclusive Training with Devoted
2023-02-08 09:30 - 14:00 (America/Denver) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Join Joan Gilmour and the Arizona Devoted Team for a Fidelis Agent exclusive training at the Fidelis Arizona Office. We will cover Online Tools & Resources, Agent Portal, Online Enrollment, Provider Lookup, Products, and Market Differentiators. Lunch will be served in between sessions provided by the Devoted Team.

Humana Coffee Hour Session
2023-02-14 08:15 - 09:15 (America/Phoenix)
This session is hosted by Humana.

Meeting ID: 925 0300 9849
Passcode: [REDACTED]
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Meeting ID: 925 0300 9849
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Meeting ID: 925 0300 9849
Passcode: [REDACTED]

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.

D-SNP Madness in Colorado!
2023-03-07 - 2023-03-08 | Fidelis Colorado Office, 12170 S Tejon Street, Ste 1000, Westminster, 80234
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 our teammates from United Healthcare for our BIGGEST TRAINING EVENT of the year.
Lunch will be served. Please Bring Your Laptop. RSVP today to get your name on the bracket!

D-SNP Madness in New Mexico!
2023-03-08 - 2023-03-09 | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, 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 our teammates from Presbyterian & Wellcare for our BIGGEST TRAINING EVENT of the year.
Lunch will be served. Please Bring Your Laptop. RSVP today to get your name on the bracket!

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!

Local AIMC Med Supp Training
2023-03-22 12:00 - 15:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Join John Colbaugh of AIMC and the Local New Mexico Team to discuss exclusive Medicare Supplement plans.

Military Monday with Aetna!
2023-03-27 09:30 - 11:30 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Join Fidelis Consultants and Jessica Montano of Aetna to discuss the details of the Medicare Eagle Plan for Veterans and how to make it your top product to market and sell in the Lock-In.

Agenda:
9:30 AM – Breakfast
10:00 AM – Training
11:00 AM – Open Panel Discussion

Please note that space is limited, so RSVP as soon as possible to guarantee your place.

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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!

Taco Tuesday and CE Classes with Aetna!
2023-04-04 12:00 - 14:30 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Join the Aetna team for Taco Tuesday and CE Classes at the Fidelis NM Office! Come and learn about Senior Sensitivity.

Agenda:
12:00 PM to 12:30 PM – Kick off with Tacos!
12:30 PM to 2:30 PM – CE Class

Space is limited! Save your seat by submitting your RSVP and arriving at the NM Office on time.

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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.

Medicare Supplement Webinar Series
2023-04-11 10:00 - 11:00 (America/Denver) | Zoom
We’re excited to announce our upcoming Medicare Supplement Agent Webinar Series, aimed at providing you with the latest knowledge and skills to thrive in the Med Supp industry.
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 series is designed to help you do just that. Our experts will provide you with valuable insights and practical tips that will enhance your portfolio and enable you to offer your clients leading plan options.
Registration for our webinar series is free, and all you need to do is click the link below to sign up!

UnitedHealthcare Swarm Opportunity
2023-04-13 09:00 - 13:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
We would like to invite you to join us for a Swarm. Swarms are designed to help you develop partnerships in the community and grow your UnitedHealthcare book of business. This is an excellent opportunity to work together toward your success!

Take advantage of this opportunity and RSVP today! Space is limited; please register ahead of the Swarm date.

Never Miss an Update by Joining Our Mailing List and Following Us on Social Media!

BCBS Refresher Training and Q&A
2023-04-17 10:00 - 12:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Join us at our Fidelis NM Office for Refresher Training and Q&A Session with BCBS!

Medicare Supplement Webinar Series in NM!
2023-05-03 10:00 - 11:00 (America/Denver) | Zoom
Join us for our next training in our Medicare Supplement Agent Webinar Series, aimed at providing you with the latest knowledge and skills to thrive in the Med Supp industry.
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 series is designed to help you do just that. Our experts will provide you with valuable insights and practical tips that will enhance your portfolio and enable you to offer your clients leading plan options.
Registration for our webinar series is free, and all you need to do is click on the link below to sign up.

NM and CO Offices Closed
2023-05-11 - 2023-05-12
The New Mexico and Colorado Offices will be closed. All Team members will be available online for any needs you may have. For immediate assistance, please call the Arizona office at (480) 712 – 8699.

CSNP Training with United Healthcare
2023-05-16 10:00 - 11:30 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Join us to do a deep dive of the UnitedHealthcare’s Chronic Special Needs Plan! These Medicare Advantage plans are designed to help consumers who are living with a chronic condition that may be affecting their everyday life to better manage their conditions and live a healthier life.
We will cover the following topics:
• CSNP Basics
• CSNP Product Features/Benefits
• CSNP Products
• Strategies for Successful and Effective Sales
• Application Submission and Enrollment Expectations
• Open chat time!
Seating is limited, please RSVP for this event to save your spot!

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

Molina Refresher in New Mexico
2023-05-18 13:00 - 15:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Join us in the NM Office for a Refresher Training with Molina! We will go over the following:
• Marketing Materials
• Agent Center
• Agent Portal
• Member Materials
• Events
Don’t miss this! Register today and save your spot by clicking the link below.

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.
