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?