Fidelis

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.

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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.

AARP® Medicare Supplement Bootcamp with UHC
2023-06-07 10:00 - 12:00 (America/Denver) | Zoom
Join us for a two-part AARP® Medicare Supplement Bootcamp designed just for you!

In Part 1, we will cover Plan Differences, Eligibility, Underwriting & Rating, and more! Attendance at Part 1 is required to receive an invitation to Part 2. Upon completion of Part 1, you will receive the link to Part 2. Please be on the lookout for this email shortly thereafter! Part 2 is scheduled on June 8, 2023, and will include Grassroots Marketing Ideas, Available Sales and Marketing Materials, and a live LEAN™ demo.

Giveaways by UHC will be awarded to those that complete both sessions!

Annual Agent Appreciation in Colorado
2023-06-08 11:00 - 13:00 (America/Denver) | Fidelis Colorado Office, 12170 S Tejon Street, Ste 1000, Westminster, 80234
Join us for our 2023 Agent Appreciation in Colorado! For more details about this event, please contact our local Sales Director Bernadette Russo.

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.

Aetna Certification Party in New Mexico
2023-07-11 10:00 - 12:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Need to Get Your Aetna Certification?
Come to the New Mexico Fidelis Office to work through the Aetna certifications with other agents collectively before ramping up for AEP season. They’re a required step, so let’s get together for food, camaraderie, and fun to get these done!

Breakfast will be served.

Cigna Certification Party in New Mexico
2023-07-19 13:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Need to Get Your Cigna Certification?
Come to the New Mexico Fidelis Office to work through the Cigna certifications with other agents collectively before ramping up for AEP season. They’re a required step, so let’s get together for food, camaraderie, and fun to get these done!

RSVP Today and Save Your Seat! Lunch will be provided.

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Wellcare Certification Party in New Mexico
2023-07-21 15:00, 2023-07-25 14:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Need to Get Your Wellcare Certification?
Come to the New Mexico Fidelis Office to work collectively through your Wellcare certifications with other agents before ramping up for AEP season. They’re a required step, so let’s get together for food, camaraderie, and fun to get these done!

RSVP Today and Save Your Seat!

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2024 Cigna Plan Benefits Dive
2023-07-25 10:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Come to the New Mexico Office to learn more information about the plans that Cigna will be offering for 2024!

RSVP Today and Save Your Seat!

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ACA Workshop in New Mexico!
2023-07-26 10:00 (America/Denver) | Zoom
Discover the ins and outs of ACA at our exciting workshop in New Mexico! Join us and learn from the incredible Neisha Rhodes, Regional Market Manager at Agent Pipeline. Don’t miss out on this valuable opportunity as we go over:

ACA 101
Writing ACA with Health Sherpa
Special Rules/ Compliance
Suggested New Mexico Plans and Next Steps to Contracting
Available Help & Resources

Register for the webinar today!
