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AGA Pie Events Campaign Training. Prerequisites for participation Selection by your RSM 2014 certifications - ASAP! Pass event compliance test Provide.

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Presentation on theme: "AGA Pie Events Campaign Training. Prerequisites for participation Selection by your RSM 2014 certifications - ASAP! Pass event compliance test Provide."— Presentation transcript:

1 AGA Pie Events Campaign Training

2 Prerequisites for participation Selection by your RSM 2014 certifications - ASAP! Pass event compliance test Provide current contact info Review all carrier compliance documents Use all required forms

3 Direct mail piece

4

5 What is a pie event? Pie events are pre-set sales events AGA has advertised and promoted with a complimentarywhole pie to go for each attendee These events are generally held in a restaurant setting but can sometimes be held elsewhere An AGA approved presentation to follow is provided to you

6 The Pie Presentation Mock presentation and pointers from your fellow agent

7 What to take? Below are the items that you need to take with you to all pie events: Gift cards Pens Note pads Lead cards Enrollment materials for EACH carrier your event was reported to Presentation outline Event checklists Table cover where applicable Yard sign for outside event

8 What to do? Arrive at least 30 minutes prior to set up Put out your yard sign in a conspicuous place Check in with management Set out pens, note pads, lead cards & brochures Make sure your enrollment materials are available not to be displayed Greet those attending at the door - dont let your RSVP end up at another meeting! Use your RSVP list to determine the amount of attendees that could show up

9 Ending the event Make sure everyone gets their pie Clean up any materials not taken Ensure the bill is paid and an appropriate tip (15%) was provided to the wait staff Remember to collect your yard sign! Extra pies? Take them to a Senior Center / Doctors Office

10 What next? Complete lead card & receipt submission forms and return to AGA at the end of each day! Lead follow up –Do not let more than 3 days pass to follow up with anyone from your event –If they make a phone appointment, be sure to honor that –The early stages of your relationship demonstrate the service you provide

11 Policies & Forms Review forms provided in the folder Policies for Group Presenters to be signed and turned in today.

12 Things to Know All AGA Pie Events are submitted to CMS as Informal Sales Events No projectors for any pie events The Pie Presentation is on the agent portal Try not to read the presentation – familiarize yourself with it and make it natural You can answer plan questions if asked by attendees – you cannot initiate the conversation

13 Control the direction of your presentation and hold questions until the end Can do benefit presentations following the meeting – complete a SOA first! Hofs Hut & Marie Callenders – Water is the only beverage choice! AGA Finance Dept. sends out gift cards based on projections for your next week events Tips needs to be added to the bill before you hand to the cashier or wait staff for payment with a gift card. Most places cannot charge a tip only to the gift card.

14 If you invite clients to pie events please make sure to have them call the RSVP line at Event staff will be out doing reviews as part of our required oversight by CMS so dont be concerned if you see us! Note – we are not there to do the presentation for you! Dont forget to ask for referrals!!! Read your s and return our calls!!

15 Best practices Invite clients to attend events – they become your advocate! Open appointment book and schedule everyone in attendance – appointments set for the call back too! Let them know that if they have questions about current or future coverage you would be happy to help them – I cant help you without your permission (get lead card completed) Have Medicare & You book available to enlist questions that you can answer – Available at

16 Flyer to Promote Pie Events

17 Questions?


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