1 February 2019 President’s Message Exciting Times Ahead! (Of course, I wouldn’t mind if things got a little more boring!) We thought that nothing could be worse than ObamaCare or the ACA? Tighten your seat- belts, the “Medicare for all” drumbeat seems to be getting louder and louder. This is an im- portant time to participate in all of the Operation Shouts, consider increasing your contribu- tion to NAHUPAC and TAHUPAC or if you have never contributed, time to start, your liveli- hood may depend on it. And get involved in politics, get to know your local lawmakers, more importantly, they should get to know you and not just you but your clients. You are there voice! It might be too late for this year, but consider going to Austin and Washington D.C. You were well represented in Austin for the annual Day at the Capital on February 6 th and we have quite a few going to D.C. later this month. So make plans for next year! Enough preaching, how about some marketing advice? Many of us spend hundreds, if not thousands on data bases. Are you aware that much of what we are paying for is available at our local library? Most of the libraries, annually purchase data bases like Reference USA, Morningstar, and others are available for you for the price of a library card. Take some time to speak with the reference librarian, most would be happy to help you grow your agency. And how to we retain our clients when our competitors are trying to steal them? For most of our clients, probably the most important aspect is the client relationship. While the hand- shake and the initial concern is important, we need to engage our client throughout the year, of course the more engagements, the better. How do we keep them engaged? The best is Face to Face, but, of course our time is limited, so we can follow that with Video Chat or Webinars, Telephone, Email, Social Media (not talk- ing about personal Facebook), your website, and many and various marketing campaigns. Although most experts don’t feel that your marketing campaigns should be designed heavily in sales, but instead, try to communicate something of importance or useful to your client, the sale of a product should be secondary or almost accidental. Remember your goal is engage- ment not sales. The sales will come later. Happy sales and may His Blessings and Protection be with you each and every day! Steve Neuner DAHU President February 2019 DALLAS ASSOCIATION OF HEALTH UNDERWRITERS NEWSLETTER In this issue: Save the Dates Triple Crown Recipients Sponsors President’s Message Value of Membership Leading Producers Round Table (LPRT) Sponsorship Opportunities 2019 Membership Drawings Update your Contact Information New DAHU Members Spotlight NAHU Benefits Account Manager Certification Course New Job Posting Sales Symposium and Technolo- gy Fair
Transcript
1
February 2019
President’s Message
Exciting Times Ahead! (Of course, I wouldn’t mind if things got a little more boring!)
We thought that nothing could be worse than ObamaCare or the ACA? Tighten your seat-
belts, the “Medicare for all” drumbeat seems to be getting louder and louder. This is an im-
portant time to participate in all of the Operation Shouts, consider increasing your contribu-
tion to NAHUPAC and TAHUPAC or if you have never contributed, time to start, your liveli-
hood may depend on it. And get involved in politics, get to know your local lawmakers, more
importantly, they should get to know you and not just you but your clients. You are there
voice!
It might be too late for this year, but consider going to Austin and Washington D.C. You were
well represented in Austin for the annual Day at the Capital on February 6th and we have
quite a few going to D.C. later this month. So make plans for next year!
Enough preaching, how about some marketing advice? Many of us spend hundreds, if not
thousands on data bases. Are you aware that much of what we are paying for is available at
our local library? Most of the libraries, annually purchase data bases like Reference USA,
Morningstar, and others are available for you for the price of a library card. Take some time
to speak with the reference librarian, most would be happy to help you grow your agency.
And how to we retain our clients when our competitors are trying to steal them? For most of
our clients, probably the most important aspect is the client relationship. While the hand-
shake and the initial concern is important, we need to engage our client throughout the year,
of course the more engagements, the better.
How do we keep them engaged? The best is Face to Face, but, of course our time is limited,
so we can follow that with Video Chat or Webinars, Telephone, Email, Social Media (not talk-
ing about personal Facebook), your website, and many and various marketing campaigns.
Although most experts don’t feel that your marketing campaigns should be designed heavily
in sales, but instead, try to communicate something of importance or useful to your client, the
sale of a product should be secondary or almost accidental. Remember your goal is engage-
ment not sales. The sales will come later.
Happy sales and may His Blessings and Protection be with you each and every day!
Steve Neuner
DAHU President
February 2019
DALLAS ASSOCIATION OF HEALTH UNDERWRITERS
NEWSLETTER
In this issue:
Save the Dates
Triple Crown Recipients
Sponsors
President’s Message
Value of Membership
Leading Producers Round Table
(LPRT)
Sponsorship Opportunities
2019 Membership Drawings
Update your Contact Information
New DAHU Members Spotlight
NAHU Benefits Account Manager
Certification Course
New Job Posting
Sales Symposium and Technolo-
gy Fair
2
February 2019
NAHU Triple Crown Qualifiers through December 31, 2018
Qualifiers must accomplish all three of the following during qualifying year:
1) HUPAC contribution of at least $12 monthly draft or $150 annual donation
2) Recruit at least two (2) new members
3) Send a minimum of three (3) Operation Shout Messages to Federal or State Legislators
QUALIFIER MEMBER CHAPTER
2Q Carolyn L. Goodwin, CBC TXDALLAS
4Q Debra Gilbert TXDALLAS
3Q Don Cooper, MBA, ACBC, CFCI TXDALLAS
1Q/4Q Doris Waller, SGS TXDALLAS
2Q Edward M. Oleksiak, ESQ TXDALLAS
4Q Jennifer Stanley, J.P. TXDALLAS
4Q Mary Boggs TXDALLAS
4Q Steve Neuner TXDALLAS
4Q Suzanne Crim TXDALLAS
3Q Taylor Kirkhart TXDALLAS
Dallas Association of Health Underwriters NAHU 2018 Triple Crown Qualifiers
New Job Posting!
Title: Administrative Assistant / Customer Service Company: Next Level Insurance
Company Overview: Next Level is a breakout insurance bro-kerage that is growing! Next Level specializes in: Health, Life, Group Benefits and Individual Insurance
Job Description: Next Level is seeking a strong candidate to join the administrative sales support team! Responsibilities will include vital duties required to process all new business sales and assure renewal retention within an established timeline environment. The successful candidate will interact with clients and prospects to help answer questions and/or direct the cus-tomer to the appropriate department. You will be key in devel-oping sales proposals for agents via Excel so a strong back-ground in this program is necessary. This position will require strong communication, problem solving, critical thinking, accu-rate system entry and strong interpersonal skills to ensure deadlines are met. This position is project-based and applicant must be able to prioritize daily duties, work well with deadlines and be able to handle multiple projects at one time.
Required Skills and Experience
•Strong skillset in Microsoft Excel
•Bilingual in Spanish is a plus
•Strong attention to detail and organization skills
•Critical thinking and analysis
•Ability to multitask in a deadline driven environment
•Strong oral and written communication skills with strong follow up
No licensing or insurance experience required, although it is a plus.
Benefits Account Manager Certification Course Third Edition
The role of the account manager became increasingly important since the passage of the ACA. It is the account manager who keeps the processes moving forward through the service provided to clients. Account managers have taken on many more of the duties that were traditionally reserved for producers and are critical in compliance efforts. The new NAHU train-ing ensures professional success for the account manager and gives peace of mind to the producer that clients will be tak-en care of professionally and skillfully.
The purpose of the Benefits Account Manager Certification course is to provide account management professionals with an understanding of the complex and critical role an account manager plays in the health and benefits arena. The training will provide instruction to ensure that students understand the key technical components of benefit plans and are better prepared to counsel their clients on the various products as well as key guidance to assist them in client compliance.
Delivery will consist of online lectures paired with written versions of the curriculum that covers definitions and includes quiz exercises to ensure comprehension. Each module will consist of an hour of detailed information covering a variety of compliance issues, multiple-market disciplines and the general primary functions of an account manager when supporting the producing agent/consultant in handling and processing new and renewal business as well as ongoing service.
Course Highlights:
• Role of the Account Manager
• Account Manger Request for Proposal
• Four segments of NAHU's Employer-Sponsored Plans in a Post-ACA Era Certification (coming soon) are included in the Benefits Account Manager Certification:
ACA Then and Now
ACA and Its Impact on Health Insurance Policies
ACA and Its Impact on Health Insurance Markets
Employer Mandate
Introduction to Self-Funding
Civics for the Account Manager and Broker
Cost:
The cost of the Benefits Account Manager Certification course is $495 for members and $645 for non-members, which includes online instruction in eight one-hour webinar modules, a final exam and continuing education credits (status by state and rules). Upon completion, the student will receive a certificate of completion as Benefits Account Manager certi-fied. Continuing education credits have been filed in all 50 states. Please check your state's CE approval status prior to purchasing the course.
Other NAHU Courses: NAHU provides certifications on a variety of topics, including Self-funding, Medicare, PPACA, Wellness, CDHC, HIPAA, Individual Health Insurance, Benefits Technology, and Voluntary/Worksite. Visit the NAHU website for more information on certification courses as well as the Registered Employee Benefits Consultant® (REBC®) designation.
National Association of Health Underwriters 1212 New York Ave NW, Ste 1100, Washington, DC 20005 Ph. 202.552.5060 Fax 202.747.6820 www.nahu.org
To qualify by income, a certification letter signed by the applicant is required with supporting documents that verify the amount claimed, such as:
• Commission statements
• A statement of income signed by:
• Representative of the company/broker-dealer/brokerage agency;
• CPA (or equivalent); or
• Representative of the applicant’s personal agency/corporation/office.
• A W-2, 1099 or other income tax statement
Qualification categories
Personal Production: Business written by a single producer Carrier Representatives: An employee of an insurance carrier working with producers Agency: Management of a general agency or agency. Carrier Management: Carrier/Home Office sales managers, directors of sales & vice presidents of sales
Levels of Membership
Qualifying: Available to members applying for the first 9 consecutive years of qualification OR for the first 14 total years. Lifetime: Available to members applying and qualifying for 10+ consecutive years OR for 15+ total years; for members that are no longer in production. Life & Qualifying: Available to members that still generate production at qualifying level and have achieved lifetime membership.
Awards Categories
Leading Producer Qualifier
President's Council
Eagle
Golden Eagle
Soaring Eagle
The Leading Producers Round Table formed in 1942 to recognize the successful underwriters of Ac-cident & Health Insurance. Today, the LPRT committee is committed to making LPRT the premier program for top Health, Disability, Long-Term Care and Worksite Marketing Insurance producers, carrier reps, carrier management, and general agency/agency managers.
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February 2019
Do you want to get your company name out there by being a DAHU sponsor?
Newsletter: Needs $850.00 to run from current until July 31st
Includes:
• Submit either an article for the newsletter or ½ page Ad in the newsletter
• Inclusion in the Table display of logo at luncheon
• Time at the podium during luncheon to talk about your company
• Logo Recognition on DAHU Website
• Complimentary lunch at each of the luncheons
Education/CE: Needs a sponsor $500.00 to run from February 1st until July 31
st.
Includes:
• Inclusion in Table display of logo at luncheon
• Logo Recognition on DAHU Website on months that we have CE at luncheon
• President recognition at Luncheon when there is CE
• Time at the podium during luncheon to talk about your company
Triple M Mentoring Happy Hour: We need monthly Sponsor (cost of appetizers) Right now we are in need of a sponsor for next year 2019 starting in January!
Includes:
• Flyer on table at luncheon (you produce)
• 3 minutes at the podium during luncheon to talk about your product and invite members to the Happy Hour
• Happy Hour Event location of choice, we will also make some recommendations if need-ed
• Recognition in email blast to membership inviting them to the Happy Hour.
Save the Date - Upcoming Meetings
March 26, 2019 – Annual Symposium and Technology Fair at Plano Convention Center
April 24-26, 2019—TAHU Annual Convention—Dallas, TX
June 29—July 2, 2019—NAHU Annual Convention—San Diego, CA
