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

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.

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!

D-SNP Madness in Colorado!
2023-03-07 - 2023-03-08 | Fidelis Colorado Office, 12170 S Tejon Street, Ste 1100, 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!

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.

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.

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.

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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Join by SIP
sip:92503009849.481371@zoomcrc.com
Join by H.323
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Meeting ID: 925 0300 9849
Passcode: [REDACTED]

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.

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

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.

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!

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!

Join us for Arizona AEP Rollout!
2022-09-22 09:00 - 17:00 (America/Los_Angeles) | Volanti Restaurant & Lounge, 15000 N Airport Dr, Scottsdale, Arizona
Medicare Annual Enrollment is almost here, kick off AEP the right way with Fidelis Consultants! Join your local Sales Directors and fellow agents at the best event in the industry. Meet your carrier partners, learn new industry news, hear about the latest tools Fidelis has to offer to help you succeed, and have a chance to better prizes than ever!

Name

Last Name

Email Address

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Please select the rollout that you are planning to attend

Arizona AEP ExpoNew Mexico AEP ExpoColorado AEP Expo

If you planning to attend more than one, please specify the other location.

Join us for Colorado AEP Rollout!
2022-09-20 09:00 - 17:00 (America/Denver) | Downtown Aquarium, 700 Water Street, Denver, Colorado

Join us for New Mexico AEP Rollout!
2022-09-15 09:00 - 17:00 (America/Denver) | Top Golf, 1600 Desert Surf Cir NE, Albuquerque, New Mexico

30 Day AEP Plan
2022-09-13 10:00 - 11:00 (America/Denver) | Zoom
9:00 AM – 10:00 AM (PDT) | 10:00 AM – 11:00 AM (MDT) | 11:00 AM – Noon (CDT) | Noon – 1:00 PM (EDT)
The last part of our AEP business plan series. Finalize your preparations and be prepare for your best AEP yet!

Intro to CenterWell
2022-08-18 11:00 - 12:00 (America/Denver) | Zoom
10:00 AM – 11:00 AM (PDT) | 11:00 AM – 12:00 PM (MDT) | 12:00 PM – 1:00 PM (CDT) | 1:00 PM – 2:00 PM (EDT)
Join the CenterWell Team and us for a deep dive on the following:

Who is CenterWell
CenterWell care model
What plans we accept
How CenterWell works with agents
Our Broker Managers and other staff
What a CenterWell partnership looks like
Using CenterWell to help boost meetings

Join the Zoom Meeting:
Meeting URL: https://humana.zoom.us/j/91525212365?pwd=[REDACTED]
Meeting ID: 915 2521 2365
Passcode: [REDACTED]
Join by Phone
One tap mobile: US: +13126266799,91525212365#,# or
Toll Free: 8887880099,91525212365#,#
Meeting ID: 915 2521 2365
Join by Video Room System
SIP: 91525212365.318980@zoomcrc.com
Passcode: [REDACTED]

Humana First Look Private Session for Fidelis Agents
2022-08-09 10:00 - 11:00 (America/Denver) | Zoom
9:00 AM – 10:00 AM (PDT) | 10:00 AM – 11:00 AM (MDT) | 11:00 AM – Noon (CDT) | Noon – 1:00 PM (EDT)
Please join us for Humana First Look, a private session for Fidelis Agents! RSVP today and earn Humana Reach Reward Points after attending the webinar.

60 Day AEP Plan
2022-08-09 10:00 - 11:00 (America/Denver) | Zoom
9:00 AM – 10:00 AM (PDT) | 10:00 AM – 11:00 AM (MDT) | 11:00 AM – Noon (CDT) | Noon – 1:00 PM (EDT)
The next step in our AEP business plan series. Continue preparing for the biggest Medicare sales opportunity of the year!

90 Day AEP Plan
2022-07-12 10:00 - 11:00 (America/Denver) | Zoom
9:00 AM – 10:00 AM (PDT) | 10:00 AM – 11:00 AM (MDT) | 11:00 AM – Noon (CDT) | Noon – 1:00 PM (EDT)
Want more sales this AEP? A successful AEP doesn’t happen by chance but with preparation. We will help you build a winning business plan and share successful tips and strategies.
Start planning now and hit the ground running on October 1st.

Join us at an Agent Education Event with George Bain of Fairway Independent Mortgage Corporation
2022-05-24 13:00 - 14:00 UTC | Fidelis Colorado Office, 12170 S Tejon Street, Ste 1100, Westminster, 80234
You’re invited to an Agent Education Event with George Bain of Fairway Independent Mortgage Corporation to learn about reverse mortgages and why you should be aware when talking to your senior clients.
This event will be an excellent opportunity for you to gain industry knowledge that will enable you to serve your clients better. You will be exposed to ways to make a dramatic difference in your clients’ cash flow in retirement. Click here to learn more about the event.
