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TBI Trainings

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Plan 1 Deep Dive 10:00 am
Plan 1 Deep Dive @ UnitedHealth Care Houston Building
Apr 4 @ 10:00 am – 12:00 pm
Plan 1 Deep Dive @ UnitedHealth Care Houston Building | Houston | Texas | United States
Email Brittney Richard to RSVP! Brittney_richard@uhc.com  *Bring up parking ticket for validation
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Scheduling Community Meetings, Preparation and Presentation 10:00 am
Scheduling Community Meetings, Preparation and Presentation @ UnitedHealth Care Houston Building
Apr 5 @ 10:00 am – 12:00 pm
Scheduling Community Meetings, Preparation and Presentation @ UnitedHealth Care Houston Building | Houston | Texas | United States
Email Brittney Richard to RSVP! Brittney_richard@uhc.com  *Bring up parking ticket for validation
Medicare Workshop in Wichita Falls with CE 10:30 am
Medicare Workshop in Wichita Falls with CE @ The Platinum Room
Apr 5 @ 10:30 am – 1:00 pm
Medicare Workshop in Wichita Falls with CE @ The Platinum Room | Wichita Falls | Texas | United States
This meeting is being hosted by the Texoma Association of Health Underwriters.  RSVP to either Raychel Moore at rmoore@wf.net or Jackie Spragins at jackies@wf.net. 10:30 – Medicare 101 11:30 – Lunch ($15) 12:00 – Advanced Medicare Concepts
UHC Training- Sales Process Training Part 1 1:00 pm
UHC Training- Sales Process Training Part 1
Apr 5 @ 1:00 pm – 2:00 pm
UHC Training- Sales Process Training Part 1
REGISTER HERE TODAY! WebEx Password: Training Dial-In #: 1-763-957-6400
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Lean Training/Steps to Loyalty Success 10:00 am
Lean Training/Steps to Loyalty Success @ UnitedHealth Care Houston Building
Apr 6 @ 10:00 am – 12:00 pm
Lean Training/Steps to Loyalty Success @ UnitedHealth Care Houston Building | Houston | Texas | United States
Email Brittney Richard to RSVP! Brittney_richard@uhc.com  *Bring up parking ticket for validation
New Agent Lunch & Learn 10:00 am
New Agent Lunch & Learn @ Medical Center of Lewisville Grand Theater
Apr 6 @ 10:00 am – 1:00 pm
Interested in attending? Click the registration link below. REGISTER HERE! New Agent 101 Lunch & Learn with Justin, Leigha and Joel from The Brokerage, Inc.
UHC- New Agent Boot camp, Pt 1 – New Agent Orientation 12:00 pm
UHC- New Agent Boot camp, Pt 1 – New Agent Orientation
Apr 6 @ 12:00 pm – 1:00 pm
UHC- New Agent Boot camp, Pt 1  - New Agent Orientation
REGISTER HERE TODAY! WebEx Password: Training Dial-In #: 1-763-957-6400
UHC- New Agent Boot camp, Pt. 2 – Building Your Business Plan 1:30 pm
UHC- New Agent Boot camp, Pt. 2 – Building Your Business Plan
Apr 6 @ 1:30 pm – 2:30 pm
UHC- New Agent Boot camp, Pt. 2  - Building Your Business Plan
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
UHC- New Agent Boot camp, Pt. 3 – Presentation Skills 101 3:00 pm
UHC- New Agent Boot camp, Pt. 3 – Presentation Skills 101
Apr 6 @ 3:00 pm – 4:00 pm
UHC- New Agent Boot camp, Pt. 3  - Presentation Skills 101
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
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Life Insurance 101 – El Paso 10:00 am
Life Insurance 101 – El Paso @ Region 19 Education Services Center
Apr 7 @ 10:00 am – 1:00 pm
Join The Brokerage, Inc. staff and learn the in’s and out’s of life insurance products. This meeting is perfect for new agents or agents wanting to learn a new line of insurance. We will be discussing the differences between life insurance products, underwriting tips, and the application process. RSVP HERE TODAY!
UHC- Building Your Business Plan 10:00 am
UHC- Building Your Business Plan
Apr 7 @ 10:00 am – 11:00 am
UHC- Building Your Business Plan
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
“Which Doctors are in Humana’s Network?” 11:00 am
“Which Doctors are in Humana’s Network?”
Apr 7 @ 11:00 am – 12:00 pm
“Which Doctors are in Humana’s Network?”
Learn how to find Doctors, Providers & Pharmacies via Humana.com REGISTER HERE TODAY!
UHC- Sales Process Training Part 2 1:00 pm
UHC- Sales Process Training Part 2
Apr 7 @ 1:00 pm – 2:00 pm
UHC- Sales Process Training Part 2
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
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Humana Options for Electronic Enrollment 10:00 am
Humana Options for Electronic Enrollment
Apr 10 @ 10:00 am – 11:00 am
Humana Options for Electronic Enrollment
REGISTER HERE TODAY!
Why UHC? 11:00 am
Why UHC?
Apr 10 @ 11:00 am – 12:00 pm
Why UHC?
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
Low Income Subsidy, MyAdvocate check up tool 1:00 pm
Low Income Subsidy, MyAdvocate check up tool
Apr 10 @ 1:00 pm – 2:00 pm
Low Income Subsidy, MyAdvocate check up tool
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
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UHC- Sales Process Training Part 3 1:00 pm
UHC- Sales Process Training Part 3
Apr 11 @ 1:00 pm – 2:00 pm
UHC- Sales Process Training Part 3
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
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Dual Complete and Dental Deep Dive 10:00 am
Dual Complete and Dental Deep Dive @ UnitedHealth Care Houston Building
Apr 12 @ 10:00 am – 12:00 pm
Dual Complete and Dental Deep Dive @ UnitedHealth Care Houston Building | Houston | Texas | United States
Email Brittney Richard to RSVP! Brittney_richard@uhc.com  *Bring up parking ticket for validation
Enroll with your iPad 10:00 am
Enroll with your iPad
Apr 12 @ 10:00 am – 11:00 am
Enroll with your iPad
REGISTER HERE TODAY!
UHC-60 Minutes to Success 1:00 pm
UHC-60 Minutes to Success
Apr 12 @ 1:00 pm – 2:00 pm
UHC-60 Minutes to Success
For brand new AARP Medicare Supplement Agents.  An onboarding program designed to educate you on the tools available such as the Agent Portal, Toolkit and provides insight about product features, the Authorized to Offer program and  valuable sales & marketing information. Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
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Chronic Plan Deep Dive and CIP Open Network 10:00 am
Chronic Plan Deep Dive and CIP Open Network @ UnitedHealth Care Houston Building
Apr 13 @ 10:00 am – 12:00 pm
Chronic Plan Deep Dive and CIP Open Network @ UnitedHealth Care Houston Building | Houston | Texas | United States
Email Brittney Richard to RSVP! Brittney_richard@uhc.com  *Bring up parking ticket for validation
Aetna Training- Tools and Resources 11:00 am
Aetna Training- Tools and Resources @ Nicha’s Comida Mexicana
Apr 13 @ 11:00 am – 1:00 pm
Aetna Training- Tools and Resources @ Nicha’s Comida Mexicana  | San Antonio | Texas | United States
RSVP today at GaitanD@aetna.com!
UHC- Sales Process Training Part 4 2:00 pm
UHC- Sales Process Training Part 4
Apr 13 @ 2:00 pm – 3:00 pm
UHC- Sales Process Training Part 4
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
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Save a Tree: Enroll without Paper! 10:00 am
Save a Tree: Enroll without Paper!
Apr 17 @ 10:00 am – 11:00 am
Save a Tree: Enroll without Paper!
Get Started with MAPA: an electronic enrollment tool REGISTER HERE TODAY!
“Which Doctors are in Humana’s Network?” 11:00 am
“Which Doctors are in Humana’s Network?”
Apr 17 @ 11:00 am – 12:00 pm
“Which Doctors are in Humana’s Network?”
Learn how to find Doctors, Providers & Pharmacies via Humana.com REGISTER HERE TODAY!
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Agent Toolkit 10:00 am
Agent Toolkit @ UnitedHealth Care Houston Building
Apr 18 @ 10:00 am – 12:00 pm
Agent Toolkit @ UnitedHealth Care Houston Building | Houston | Texas | United States
Email Brittney Richard to RSVP! Brittney_richard@uhc.com  *Bring up parking ticket for validation
UHC Low Income Subsidy Training – Fort Worth 10:00 am
UHC Low Income Subsidy Training – Fort Worth @ BOTANICAL GARDENS
Apr 18 @ 10:00 am – 12:00 pm
UHC Low Income Subsidy Training - Fort Worth @ BOTANICAL GARDENS  | Fort Worth | Texas | United States
What is LIS? Who qualifies for LIS? How does a prospect apply for LIS? What opportunities does this create? REGISTER HERE TODAY! Please reach out to Josie Etter at 940-389-6182 or via email at Josie_etter@uhc.com with any questions you may have.
Making a Second Sale presented by Mike Smith 1:00 pm
Making a Second Sale presented by Mike Smith
Apr 18 @ 1:00 pm – 1:45 pm
Making a Second Sale presented by Mike Smith
Do you as an agent know how to improve your client’s benefits at a lower rate? Find out why you should consider selling a Plan G over a Plan F with Mike Smith, President of The Brokerage. Register Here!
UHC- 60 Minutes to Success 1:00 pm
UHC- 60 Minutes to Success
Apr 18 @ 1:00 pm – 2:00 pm
UHC- 60 Minutes to Success
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
Low Income Subsidy, MyAdvocate check up tool 2:00 pm
Low Income Subsidy, MyAdvocate check up tool
Apr 18 @ 2:00 pm – 3:00 pm
Low Income Subsidy, MyAdvocate check up tool
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
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UHC- Compliance Boot camp, Pt. 1 – Conducting Your 2017 Event 9:00 am
UHC- Compliance Boot camp, Pt. 1 – Conducting Your 2017 Event
Apr 19 @ 9:00 am – 10:00 am
UHC- Compliance Boot camp, Pt. 1 - Conducting Your 2017 Event
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
5 Star SEP Presentation 10:00 am
5 Star SEP Presentation @ UnitedHealth Care Houston Building
Apr 19 @ 10:00 am – 12:00 pm
5 Star SEP Presentation @ UnitedHealth Care Houston Building | Houston | Texas | United States
Email Brittney Richard to RSVP! Brittney_richard@uhc.com  *Bring up parking ticket for validation
Aetna Market Specific Training – San Antonio 10:00 am
Aetna Market Specific Training – San Antonio @ New SA Office - Ramsgate Plaza
Apr 19 @ 10:00 am – 12:00 pm
Please join the Brokerage Inc. staff along with our special guest, Broker Sales Manager David Gaitan of Aetna. This event will incorporate a broad review of the Aetna market specific benefits & tools. (Producer World, Marketing Studio, DocFind/Pharmacy Locator & Medicine Cabinet). Seating is limited. REGISTER HERE TODAY!
UHC- Compliance Boot camp, Pt. 2 – Star Ratings 10:30 am
UHC- Compliance Boot camp, Pt. 2 – Star Ratings
Apr 19 @ 10:30 am – 11:30 am
UHC- Compliance Boot camp, Pt. 2 - Star Ratings
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
Aetna Senior Products: Electronic Enrollment Walk-Through 11:00 am
Aetna Senior Products: Electronic Enrollment Walk-Through
Apr 19 @ 11:00 am – 11:45 am
Aetna Senior Products: Electronic Enrollment Walk-Through
Join us and Aetna Sales Representative William Davis for an E-Application Presentation and demo. Find out how you can save your client processing time and get them enrolled faster! Register Here!
UHC- Compliance Boot camp, Pt. 3 – Complaint Reduction 12:00 pm
UHC- Compliance Boot camp, Pt. 3 – Complaint Reduction
Apr 19 @ 12:00 pm – 1:00 pm
UHC- Compliance Boot camp, Pt. 3 - Complaint Reduction
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
Leads! Leads! Leads! 1:00 pm
Leads! Leads! Leads!
Apr 19 @ 1:00 pm – 1:45 pm
Leads! Leads! Leads!
Can you ever have enough? Check in to make certain you are taking advantage of all of the marketing and lead programs available to you as a contracted agent with The Brokerage Inc.! Don’t miss out on any opportunities. Register Here!
LEAN Online Enrollment for AARP Medicare Supplement Plans 2:00 pm
LEAN Online Enrollment for AARP Medicare Supplement Plans
Apr 19 @ 2:00 pm – 3:00 pm
LEAN Online Enrollment for AARP Medicare Supplement Plans
Learn about the requirements needed and how to access and use the LEAN online enrollment tool. Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
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UHC- Complaint Reduction 10:00 am
UHC- Complaint Reduction
Apr 20 @ 10:00 am – 11:00 am
UHC- Complaint Reduction
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
The Brokerage New Agent 101 – Garland 11:00 am
The Brokerage New Agent 101 – Garland @ Matt's Rancho
Apr 20 @ 11:00 am – 2:00 pm
Whether you are new to the industry or wanting to learn a new line of insurance please, come sit down with The Brokerage Inc. staff and get a broad overview of the lines of insurance that The Brokerage Inc. offers. This event is meant to teach basics when it comes to life, health and accident products along with navigation of The Brokerage Inc. website. A working lunch will be provided, our hope is that you walk away from the event with useful knowledge to expand your block of business. RSVP HERE TODAY!
UHC- Steps to Loyalty Success-Point of Sale 11:00 am
UHC- Steps to Loyalty Success-Point of Sale
Apr 20 @ 11:00 am – 12:00 pm
UHC- Steps to Loyalty Success-Point of Sale
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
Do you Market to your Community? 1:00 pm
Do you Market to your Community?
Apr 20 @ 1:00 pm – 2:00 pm
Do you Market to your Community?
Do’s and Don’ts of Community Based Marketing REGISTER HERE TODAY!
LEAN- Landmark Electronic Application Navigator New Mobile Enrollment Tool 1:00 pm
LEAN- Landmark Electronic Application Navigator New Mobile Enrollment Tool
Apr 20 @ 1:00 pm – 2:00 pm
LEAN- Landmark Electronic Application Navigator New Mobile Enrollment Tool
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
UHC- Refresh Your Success 1:00 pm
UHC- Refresh Your Success
Apr 20 @ 1:00 pm – 2:00 pm
UHC- Refresh Your Success
Click to register  WebEx Password: Training Dial-In #: 1-763-957-6400
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Life Insurance 101 – San Antonio 10:00 am
Life Insurance 101 – San Antonio @ Ramsgate Plaza
Apr 21 @ 10:00 am – 1:00 pm
Join The Brokerage, Inc. staff and learn the in’s and out’s of life insurance products. This meeting is perfect for new agents or agents wanting to learn a new line of insurance. We will be discussing the differences between life insurance products, underwriting tips, and the application process. RSVP HERE TODAY!
UHC- New Agent Orientation 1:00 pm
UHC- New Agent Orientation
Apr 21 @ 1:00 pm – 2:00 pm
UHC- New Agent Orientation
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
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MAPA Tips & Tricks 10:00 am
MAPA Tips & Tricks
Apr 24 @ 10:00 am – 11:00 am
MAPA Tips & Tricks
Electronic Enrollment Best Practices & Time for Questions. REGISTER HERE TODAY!
UHC- HouseCalls 1:00 pm
UHC- HouseCalls
Apr 24 @ 1:00 pm – 2:00 pm
UHC- HouseCalls
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
UHC- Sales Process Training Part 1 1:00 pm
UHC- Sales Process Training Part 1
Apr 24 @ 1:00 pm – 2:00 pm
UHC- Sales Process Training Part 1
Cick to register WebEx Password: Training Dial-In #: 1-763-957-6400
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DSNP Boot Camp and Agent Appreciation Event 1:00 pm
DSNP Boot Camp and Agent Appreciation Event @ Lone Star Park in the Alysheba Room
Apr 25 @ 1:00 pm
DSNP Boot Camp and Agent Appreciation Event @ Lone Star Park in the Alysheba Room | Grand Prairie | Texas | United States
Event Details Attire: Business Casual Training: DSNP boot camp Appreciation Event Following: Hors D’ Oeuvres and Cocktails Raffles and Prizes All Day Take home marketing material Register Now- Space is Limited! Please register online by April 14, 2017 by clicking below: Click Here to Register Online Today! If you have already registered please do not register again. (150+ agents have already registered…register today to secure your seat!)
UHC- Sales Process Training Part 2 1:00 pm
UHC- Sales Process Training Part 2
Apr 25 @ 1:00 pm – 2:00 pm
UHC- Sales Process Training Part 2
Cick to register   WebEx Password: Training Dial-In #: 1-763-957-6400
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UHC- Sales Process Training Part 3 1:00 pm
UHC- Sales Process Training Part 3
Apr 26 @ 1:00 pm – 2:00 pm
UHC- Sales Process Training Part 3
Cick to register WebEx Password: Training Dial-In #: 1-763-957-6400
Selling Life Insurance with Living Benefits 2:30 pm
Selling Life Insurance with Living Benefits
Apr 26 @ 2:30 pm – 3:30 pm
Selling Life Insurance with Living Benefits
Join Joel from the Life Department as he discusses how living benefits can make your clients’ life insurance policies more than just a death benefit. Living benefits can advance the death benefit so that your clients can use it when they need it most – during times of chronic, critical, or terminal illness. Register Here!
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Aetna Training- Market Specific Product Training (New Agent) 11:00 am
Aetna Training- Market Specific Product Training (New Agent) @ Nicha’s Comida Mexicana
Apr 27 @ 11:00 am – 1:00 pm
Aetna Training- Market Specific Product Training (New Agent) @ Nicha’s Comida Mexicana  | San Antonio | Texas | United States
RSVP today at GaitanD@aetna.com!
The Brokerage New Agent 101 – Weatherford 11:00 am
The Brokerage New Agent 101 – Weatherford @ Sunny Street Cafe
Apr 27 @ 11:00 am – 2:00 pm
REGISTER HERE TODAY!
UHC- New Agent Boot camp, Pt. 1 – New Agent Orientation 12:00 pm
UHC- New Agent Boot camp, Pt. 1 – New Agent Orientation
Apr 27 @ 12:00 pm – 1:00 pm
UHC- New Agent Boot camp, Pt. 1  - New Agent Orientation
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
Agent Directed Group Sales 1:00 pm
Agent Directed Group Sales
Apr 27 @ 1:00 pm – 2:00 pm
Agent Directed Group Sales
Learn about the new opportunity for agents authorized to offer AARP Medicare Supplement Plans, insured by UnitedHealthcare Insurance Company.  Agents are now able to sell AARP Medicare Supplement Plans to employer groups that have 10 or more eligible retirees and spouses.  You will learn about the sale process, the requirements for agents, employers and retirees along with your enrollment options. Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
UHC- New Agent Boot camp, Pt. 2 – Building Your Business Plan 1:30 pm
UHC- New Agent Boot camp, Pt. 2 – Building Your Business Plan
Apr 27 @ 1:30 pm – 2:30 pm
UHC- New Agent Boot camp, Pt. 2  - Building Your Business Plan
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
UHC- New Agent Boot camp, Pt. 3 – Presentation Skills 101 3:00 pm
UHC- New Agent Boot camp, Pt. 3 – Presentation Skills 101
Apr 27 @ 3:00 pm – 4:00 pm
UHC- New Agent Boot camp, Pt. 3  - Presentation Skills 101
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400  
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UHC- Compliance Boot camp, Pt. 1 – Conducting Your 2017 Event 12:00 pm
UHC- Compliance Boot camp, Pt. 1 – Conducting Your 2017 Event
Apr 28 @ 12:00 pm – 1:00 pm
UHC- Compliance Boot camp, Pt. 1 - Conducting Your 2017 Event
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
UHC- Sales Process Training Part 4 1:00 pm
UHC- Sales Process Training Part 4
Apr 28 @ 1:00 pm – 2:00 pm
UHC- Sales Process Training Part 4
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
UHC- Compliance Boot camp, Pt. 2 – Star Ratings 1:30 pm
UHC- Compliance Boot camp, Pt. 2 – Star Ratings
Apr 28 @ 1:30 pm – 2:30 pm
UHC- Compliance Boot camp, Pt. 2 - Star Ratings
Click to register WebEx Password: Training Dial-In #: 1-763-957-6400
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