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Past Trainings

Miss one of our live online trainings? No problem. Watch the recording below.

Social Media Training

Enhance your social media prowess with our top-notch best practices. Discover how to seamlessly share our latest AEP collection of CMS-approved, high-impact, and adaptable social media posts on your business Facebook page at no cost.

AEP Kickoff

This session was designed to provide some reminders about our 2024 Devoted Health plans and where we succeed, as well as provide essential final reminders as you embark on this exciting enrollment period. Additionally our esteemed leaders impart words of encouragement, to hopefully motivate you to reach new heights of success.  Get ready to seize the opportunities that lie ahead and make this AEP the most remarkable one yet!

Marketing Storefront and Tools

In this comprehensive training session, our focus is on equipping you with the necessary skills to effortlessly access and utilize our cutting-edge digital enrollment kit. Additionally, we will explore the Devoted Health marketing storefront, providing you with insights into the marketing assets at your disposal. These invaluable resources are designed to propel your business forward during the Annual Enrollment Period (AEP). Moreover, we will review the full potential of our diverse toolkit, including the agent portal; with its multifaceted functionalities such as streamlined enrollments, efficient scope of appointments, doctor and prescription lookup, and much more!
This video can be viewed by clicking on this link:

2024 Extra Benefits Training

During this training session, we delve into an overview of the enhanced benefits we have prepared for 2024. We explore the intricacies of these benefits, enabling you to effectively articulate their value as selling points. Additionally, we address common inquiries through an FAQ discussion. Equip yourself with the knowledge and confidence to maximize its impact in your sales presentations. (Please note, since this is a national training session, we do not get into the idiosyncrasies of each market/plan extra benefit amounts.)

Successful Events - Broker Agent Training

In this comprehensive training session, we delve into the art of discovering ideal event venues by exploring expert strategies and time-tested best practices. Additionally, we provide you with invaluable techniques to effectively engage and negotiate with community partners, ensuring successful collaborations that will elevate your events to new heights. Lastly, we unveil the secrets to achieving remarkable lead generation outcomes, empowering you to capitalize on the full potential of your events.

Service Devoted to You and Your Clients Training

In this training we took you behind the scenes of our service with our service team membersThis encompassed not only our exceptional customer service, but also our community guides and clinical services. At Devoted, we're more than just a team of customer service representatives; we take pride in providing our clients with top-notch, holistic care. This training will give you valuable insights into how your clients are supported after enrollment, leaving you feeling confident in your sales and assured that your clients are in the most capable and dedicated hands.

Social Media Training

This is a comprehensive training session that encompasses the most up-to-date best practices for social media posting in the Medicare arena. And steps on how to use our Devoted Health high-impact, top-quality Facebook posts derived from our most successful advertisements.

Special Election Period Training

As the Open Enrollment Period (OEP) has come to a close, this training focuses on other important Medicare Advantage (MA) election periods and special enrollment periods that individuals may have access to throughout the rest of the year.

During this training session, we dive into the various types of elections and when they can be used, as well as explore effective ways to market them during this time of year. This is a great opportunity to expand your knowledge and skills beyond OEP and to better serve your clients year-round.

Q1 National Broker Town Hall

Watch our first-ever Broker Town Hall! During this meeting we had our Sales Operations discuss some of our most recent developments from Devoted Health, and discuss more about our different teams. Additionally, gain valuable insights from an exclusive interview with our esteemed Head of Service Operations.

Understanding the Devoted Health Provider Networks

During this training session, we examine Devoted Health's various Medicare Advantage provider networks, including some of their nuances such as referrals, authorizations, and primary care providers. We also explore our strategies for establishing a network in a new market that aligns with the goals and requirements of our members in those regions.

How to Market Yourself

This enlightening training session will unveil proven strategies for effectively marketing yourself in your community and to potential clients. Dive deep into techniques for making valuable connections with community leaders and physicians, and discover how to position yourself as a valuable resource for your clients, rather than just an agent.

Extra Benefits Training

Enhance your knowledge and skillset by watching this informative training session, where we explore the additional benefits available to Devoted Health members in depth. Understand the administration process and learn how your clients can fully utilize these benefits. Additionally, gain valuable insights on how to effectively communicate these benefits to potential clients during your interactions with them.

Devoted Tools 2023

This training will give you more insight into what tools Devoted has available to their broker agents — including what assets are available to help you market year round and how to use the Devoted Health agent portal and Medicaid lookup tools.

Retention, Referrals and OEP

This training will give you a deeper look into the Devoted Member Journey to better understand how we provide a deeply personal and guided onboarding for your new members. We will also discuss best practices for reaching out to your members. Finally we will review how to compliantly sell MAPDs during OEP and some best practices associated with OEP sales.

Broker Pre-AEP Readiness Training

During this training we have our CEO and Co-Founder along with the Head of Training reviewing our mission, how we are doing and where we are going along with a brief review of our products and top selling benefits along with where you can find benefit information.

CAHPS and Devoted Health SNPs

We are coming up on that time of year when our members will be receiving the Consumer Assessment of Healthcare Providers and Systems (CAHPS) Survey. We will review how this survey works, the importance of this survey and answers to questions your clients might have. We will also spend the second half of the training reviewing our DSNP plan in Florida and our CSNP plans in Arizona and San Antonio, Texas.

Special Election Period Training

As we move into the lock-in period for Medicare Advantage, we will review some of the different special election periods individuals may qualify for and when they can be used. We also highlight what continues to make Devoted different and the ways we're achieving our mission.

Veteran Coverage and Medicare Advantage Plans

Different types of health care coverage are available to Veterans and their family for their service. We will review those plans and how veterans may benefit from a Medicare Advantage plan.

Devoted Health Extra Benefits Deep Dive

Lots of Medicare Advantage plans offer Extra Benefits, but understanding how those benefits work and what makes them unique can help you in your sale and help your clients get the most out of their plan! In this webinar training we will conduct a more detailed look into our extra benefits, how our members can use them, what makes them stand out and how to explain them in your sale.