AGA Pie Events

Campaign Training

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

Direct mail piece

Direct mail piece

What is a pie event?

• Pie events are pre-set sales events AGA has advertised and promoted with a complimentary “whole 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

The Pie Presentation

• Mock presentation and pointers from your fellow agent

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

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 - don’t let your RSVP end up at another meeting!

• Use your RSVP list to determine the amount of attendees that could show up

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 / Doctor’s Office

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

Policies & Forms

• Review forms provided in the folder

• Policies for Group Presenters to be signed and turned in today.

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

• Control the direction of your presentation and hold questions until the end

• Can do benefit presentations following the meeting – complete a SOA first!

• Hof’s Hut & Marie Callender’s – 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.

• If you invite clients to pie events please make sure to have them call the RSVP line at 1-888-568-1651

• Event staff will be out doing reviews as part of our required oversight by CMS so don’t be concerned if you see us! Note – we are not there to do the presentation for you!

• Don’t forget to ask for referrals!!!

• Read your emails and return our calls!!

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 can’t help you without your permission (get lead card completed)

• Have Medicare & You book available to enlist questions that you can answer – Available at www.medicare.gov

Flyer to Promote Pie Events

Questions?