Best Medicare Sales Playbook Podcasts (2024)

1
How to Sell Medicare: Elevating Your Commission by $10,000 31:52

4h ago31:52

31:52

In this episode, host Dallas Keithley sits down with Pat Schmidt from Impact Legacy Group, a man who humorously claims to know the least about Medicare but has worked with more Medicare professionals than most. Together, they dive into how Pat has empowered medicare agents to add tens of thousands of dollars into their businesses, and how you can d…

1
Navigating Medicare TPE: Safeguard your revenue cycle with Shelly Baas, BSN, RN, clinical informatics coordinator at FaithHospice 27:32

7d ago27:32

27:32

Introduction  In the latest episode of the Post-Acute POV podcast, our host, Rob Stoltz, senior business development director, is joined by Shelly Baas, clinical informatics coordinator at FaithHospice, Travis Fawver, solutions architect at Inovolan, John Larscheid, solutions engineer advisor at Involan, and Rachael Feeback, senior product manager …

1
How to Sell Medicare: Mastering Team Building for Success 27:08

5d ago27:08

27:08

Welcome back to the Medicare Sales Playbook! In this episode, Dallas Keithley and co-host “Medicare” Matt Smith dive into a crucial topic: "Why Can't I Grow? Understanding and Overcoming Barriers to Building a Successful Team." They discuss practical tips and personal experiences to help you grow your Medicare sales team effectively. Whether you're…

1
How to Sell Medicare: The Power of Relationships in Medicare Sales 30:03

12d ago30:03

30:03

Welcome to another episode of the Medicare Sales Playbook with your host, Dallas Keithley! We hope you're having an amazing week, and we're here to make it even better by bringing you some valuable insights today. We appreciate you tuning in because your time is incredibly valuable, and it means a lot to us that you're spending some of it with us. …

1
Essential Steps for Seamless Medicare Contracting Success 23:58

19d ago23:58

23:58

Welcome to another episode of the Medicare Sales Playbook! I'm your host, Dallas Keithley, and today I'm joined by the one and only Medicare Matt Smith. Get ready to learn how to make your contracting process smoother and more efficient. In this episode, we dive into the essential steps you need to take to ensure your Medicare contracting goes off …

1
How to Sell Medicare: One Product That Will Add $50K to Your Business! 24:04

29d ago24:04

24:04

Welcome back to the Medicare Sales Playbook! I'm your host, Dallas Keithley, joined by our good friend and co-host, Medicare Matt Smith. Today, we’re rolling up our sleeves and diving deep into the topic of hospital indemnity plans. Hospital indemnity plans can significantly boost your bottom line, potentially adding $50,000-$60,000 in the first ye…

1
Bridging the gap: Tech-powered care transition strategies with Chris Pugliese, Director of Product Interoperability 33:08

1M ago33:08

33:08

Introduction  In the latest episode of the Post-Acute POV podcast, our host, Chris Pugliese, Director of Product Interoperability, is joined by Holly Miller, MD, MBA, FHIMSS, Chief Medical Officer, MedAllies, Brooke Vanderpool, MSN, RN, Assistant Vice President of Patient Services, National HealthCare Corporation, and Allison Rainey, APRN, FNP-BC, …

1
The Power of Adaptation: Insights from the Rose Boys on Medicare Sales 30:22

1M ago30:22

30:22

Welcome back to the Medicare Sales Playbook! In today’s episode, we are thrilled to introduce the Rose boys from Diversified Companies - Mike, Dan, and Anthony. These industry experts have a wealth of information about the Medicare market, much like our previous guest, Cody Askins. Their father started in the business years ago, and they've since t…

1
How to Sell Medicare: Why You Should be Cross-Selling 33:04

1M ago33:04

33:04

Welcome back to another episode of the Medicare Sales Playbook! In this episode, we dive deep into the essentials of cross-selling and how it can transform your business. Our host, Dallas Keithley, is joined by the always insightful Mr. Medicare Matt Smith. Together, they share practical tips and strategies to help you become the go-to insurance ag…

1
From Corporate Wellness to Medicare Success: Tony Gossard's Journey 21:07

2M ago21:07

21:07

Welcome back to the Medicare Sales Playbook! We’ve got an exciting episode for you today. Huge thanks to everyone for the amazing support and feedback. We love hearing your success stories and wins each week! Today, we’re thrilled to have Tony Gossard, an industry expert, joining us. Tony has been in the Medicare business since 2019, after a long c…

1
How to Sell Medicare: Presenting to Clients 35:28

2M ago35:28

35:28

Welcome back to the Medicare Sales Playbook! Today, we have something special in store based on your feedback for more hands-on training. Joining me as co-host is Matt Smith, an industry expert with ten years of experience in the Medicare field. In this episode, we dive into the basics of Medicare and discuss how to effectively present it to your c…

1
The future of AI in home-based care with Daniel Zhu, VP of Product, Data, Analytics, and AI/ML 27:17

2M ago27:17

27:17

Introduction  In the latest episode of the Post-Acute POV podcast, our host, Melissa Polly, Senior Director of Marketing, is joined by Daniel Zhu, VP of Product, Data, Analytics, and AI/ML, and Jessica Rockne, Head of Product Management, to have a conversation on the current applications of artificial intelligence in the world of home-based care an…

1
Navigating Medicare with NXGen's Father-Daughter Duo 22:46

2M ago22:46

22:46

Ladies and gentlemen welcome back to the Medicare Sales Playbook! If you're new here, the purpose of this show is to be positive, talk about Medicare, and help you grow. We want to know how we can better serve you, so keep your feedback coming. Who do you want to see on the show? Let us know, and we'll make it happen! Today, we're doing something s…

1
Nutrition beyond the plate with Allison Rainey, APRN, FNB-C, Head of Nursing and Clinical Informatics 32:18

2M ago32:18

32:18

Introduction  In the latest episode of the Post-Acute POV podcast, our host, Amy Wootton, RDN, Head of Product, is joined by Allison Rainey, ARPN, FNB-C, Head of Nursing and Clinical Informatics, and Sandy Hudak, RN, Associate Product Manager, to have a conversation on advanced strategies for nutrition care planning that can be tailored to senior n…

1
Young Leadership in Insurance: How Sid James is Changing the Game 30:14

2M ago30:14

30:14

Welcome back to the Medicare Sales Playbook podcast with your host, Dallas Keithley! In this episode, we dive deep with our special guest, Sid James, a dynamic young professional from the Sid James Agency. As an emerging leader in the Medicare space, Sid shares his journey from college basketball to insurance success, the strategies behind opening …

1
From Captive to Independent Agent: Stephen Robinson's Journey in Medicare Mastery 20:58

3M ago20:58

20:58

Welcome back to the Medicare Sales Playbook! In this episode, host Dallas Keithley dives into an engaging conversation with Stephen Robinson, founder of Neuse Consulting, about his journey through the Medicare industry, from a captive agent to establishing his own independent consultancy. Stephen shares his extensive experience, beginning with his …

1
Building a Winning Medicare Sales Team: Insights from Ty James 27:51

3M ago27:51

27:51

In this episode, we're diving deep into the art of building a powerhouse Medicare sales program with our very special guest, Mr. Ty James. With over 13 years in the business and an unstoppable track record, Ty shares his journey from milking cows to mastering the Medicare market, revealing the strategies that propelled him to VP of Medicare Sales a…

1
Six-Figure Success in Medicare: Casy Askins' Winning Tactics 30:58

3M ago30:58

30:58

Welcome to another engaging episode of the Medicare Sales Playbook podcast! Join host Dallas Keithley as he welcomes a dynamic guest, Casy Askins, who shares her journey from a competitive athlete to a trailblazer in the Medicare insurance industry. Casy delves into her transition from coaching to thriving in the insurance business, emphasizing the…

1
Educate, Don't Sell: Transforming Medicare Sales with Jeremie Pielemeier 24:21

3M ago24:21

24:21

🎥 In today’s episode, our host Dallas Keithley is joined by special guest Jeremie Pielemeier, VP of Eldercare Insurance Services, Hot Springs, Arkansas. Dive into an insightful discussion on the real essence of Medicare sales and how educating rather than selling has transformed their approach to success. 🔍 Jeremie shares his journey from his chall…

1
Care coordination playbook: Optimizing referral relationships with Deb Wesley, CEO of Addison County Home Health and Hospice 44:07

3M ago44:07

44:07

In this recent episode of the Post-Acute POV podcast, our host, Nick Knowlton, VP of strategic initiatives, has a conversation with experts Deb Wesley, CEO of Addison County Home Health and Hospice, and Chris Pugliese, our director of interoperability, regarding the expanding role of interoperability in post-acute care settings. Together, they exam…

1
Expert Medicare Sales Tactics: Mike Katka's Military Approach to Insurance 31:40

4M ago31:40

31:40

Join us for an electrifying episode of the Medicare Sales Playbook! In this special feature, we are thrilled to welcome Colonel Retired Mike Katka, a distinguished veteran of the U.S. Air Force. With a remarkable career spanning 24 years and numerous deployments, including piloting C-130s and participating in significant missions globally, Colonel …

1
How to Market Your Medicare Business with Sandra Gebhardt 40:06

4M ago40:06

40:06

We're excited to have digital marketing expert Sandra Gebhardt on the show. Known for her dynamic approach and significant impact on small business growth, Sandra shares essential tips for Medicare agents. She discusses the power of using one's unique voice and leveraging organic social media marketing to reach and engage clients effectively. 📌 Abo…

1
How to Build a Winning System in Medicare Sales with Cody Askins 39:56

4M ago39:56

39:56

Welcome back to another enlightening episode of the Medicare Sales Playbook! Today, we dive deep into the personal stories and strategies that shape successful Medicare sales careers. We're thrilled to have Cody Askins, also known as Mr. 8%, with us, sharing his journey, and the insights that propelled him to success and made him a household name i…

1
Maximizing Your Medicare Sales: Insights and Strategies with Gabe Tovar 20:37

4M ago20:37

20:37

Welcome back to the Medicare Sales Playbook, hosted by Dallas Keithley! In this exciting episode, we're diving deep into the strategies and personal journeys that have shaped successful Medicare sales careers. Our special guest, Gabe Tovar from Tovar Financial, shares his remarkable transition from a pressman to a leading figure in the Medicare sal…

1
Improving wound care in home-based settings with Melissa Bailey, vice president of sales and business development, Swift Medical 24:18

4M ago24:18

24:18

In this installment of the Post-Acute POV podcast, Rob Stoltz, our host and senior business development director, engages in a conversation with Melissa Bailey, vice president of sales and business development at Swift Medical. In their engaging discussion, the duo delves into the transformative power of Swift Medical's cutting-edge wound care tech…

1
Maximizing your EHR data with Drew Bringhurst, chief commercial officer, Hospice Dynamix, and Tonya Hall, regional vice president of operations, Sage Family of Companies 34:15

5M ago34:15

34:15

In this installment of the Post-Acute POV podcast, Rob Stoltz, our host and senior business development director, is joined by Drew Bringhurst, chief commercial officer at Hospice Dynamix, and Tonya Hall, regional vice president of operations at Sage Family of Companies. Together, they discuss the best ways to utilize data to improve outcomes, opti…

1
Finding a Medicare Mentor: The Merwin Method 35:08

5M ago35:08

35:08

In an engaging episode of the Medicare Sales Playbook, host Dallas Keithley welcomes Tony and Grace Merwin of Avila Medicare Solutions, showcasing a compelling blend of personal passion, industry expertise, and strategic partnership. The Merwins share their unique journeys; Tony transitions from a successful wholesale career to the challenging yet …

1
Resilience in Action: Letisha Jackson's Path to Insurance Excellence 21:43

5M ago21:43

21:43

Join host Dallas Keithley on a journey through the ever-evolving world of Medicare sales. Every week, we delve into strategies and stories designed to expand your Medicare business, one play at a time. Our mission? To provide a beacon of positivity and encouragement in your quest to grow your Medicare book of business, without casting a shadow on t…

1
Mastering Medicare: Brian Askins' Journey to Insurance Excellence 36:06

5M ago36:06

36:06

Dive into the world of Medicare sales with our latest episode, where host Dallas Keithly welcomes Brian Askins, CEO of Impact Legacy Group, for a captivating discussion on his 34-year journey in the insurance industry. From his humble beginnings to becoming a leader in Medicare sales, Brian shares invaluable insights on the evolution of Medicare pr…

1
Managing hospice care through predictive analytics with Drew Bringhurst, chief commercial officer at Hospice Dynamix 16:31

5M ago16:31

16:31

Introduction In this episode of the Post-Acute POV podcast, Rob Stoltz, our host and senior business development director, is joined by Drew Bringhurst, the chief commercial officer at Hospice Dynamix. Together, they delve into Hospice Dynamix' use of artificial intelligence and data-driven analytics to accurately designate predictive length of sta…

1
Medicare Sales Playbook 15:53

5M ago15:53

15:53

The Medicare Sales Playbook is more than just a podcast; it's a mission to transform the way agents approach Medicare sales, focusing on utilizing one's unique talents, embracing hard work, and fostering a sense of community. It's about making a meaningful impact on the lives of seniors while simultaneously achieving professional growth and financi…

1
3 Tips to leverage data for improved outcomes in home-based care with Elliott Wood, President and CEO of Medalogix 37:41

6M ago37:41

37:41

Introduction In this episode of the Post-Acute POV Podcast our host, Melissa Polly, our senior director of marketing, is joined by Rob Stoltz, senior director for business development and strategic initiatives, and Elliot Wood, CEO and President of Medalogix to discuss their personal tips and tricks for leveraging data to obtain improved outcomes i…

1
The enhancement of wound and ostomy care outcomes with Joseph Ebberwein, co-founder and chief financial officer at Corstrata 24:04

6M ago24:04

24:04

Introduction In this installment of the Post-Acute POV podcast, Rob Stoltz, our host and senior business development director, engages in a conversation with Joseph Ebberwein, the co-founder and chief financial officer at Corstrata. Together, they delve into Corstrata's innovative evolution, addressing staffing challenges in post-acute care, and th…

1
Proactive care delivery: The AI-powered future of long-term care with Annette Salisbury, senior vice president of HCC clinical services at PruittHealth 26:43

7M ago26:43

26:43

Introduction In this episode of the Post-Acute POV podcast, Annette Salisbury, senior vice president of HCC clinical services at PruittHealth, is joined by our own, Daniel Zhu, vice president of product management, data, analytics, and AI/ML, and Kelly Danielson, clinical product manager, to outline the future of artificial intelligence (AI) in lon…

1
Effective cross-team collaboration with Melissa Kozak, co-founder and president, CitusHealth 25:27

7M ago25:27

25:27

Introduction In this episode of the Post-Acute POV podcast, our host, Rob Stoltz, senior director of business development, is joined by Melissa Kozak, co-founder and president, CitusHealth, to discuss streamlining communication and collaboration across post-acute care. Join the duo as they discuss the origins of CitusHealth and Melissa’s background…

1
Developing insights you can trust with Paul Hess, research director at KLAS Enterprises 25:07

7M ago25:07

25:07

Introduction In this episode of the Post-Acute POV podcast, our host, Tim Smokoff, general manager for home health and hospice, is joined by Paul Hess, senior director of research at KLAS Enterprises to share his personal experience and tips for enhancing your organization’s “Best in KLAS” rating. Join the duo as they discuss how KLAS Research can …

1
Getting prepared for new trends in at-home models of care with Rob Stoltz, senior business development director, and Kathy Piette, co-founder and CEO of Corstrata 40:48

8M ago40:48

40:48

Introduction In this episode of the Post-Acute POV podcast, our host, Diana Eastabrook, staff writer for McKnight’s Home Care, is joined by Rob Stoltz, senior director business development director, and Kathy Piette, co-founder and CEO of Corstrata, to discuss new trends and innovations in at-home healthcare models. Join the duo as they outline the…

1
The future of AI in long term care with Allison Rainey and Daniel Zhu (Part 2) 29:29

9M ago29:29

29:29

Introduction In part 2 of our latest series of the Post-Acute POV podcast, our host Lois Bowers, editor at McKnight’s Senior Living is joined by Allison Rainey, APRN, FNP-BC, head of nursing and clinical informatics at MatrixCare, and Daniel Zhu, VP of product management, data & AI/ML at MatrixCare. Join Lois, Allison, and Daniel as they discuss th…

1
The future of AI in long-term care with Allison Rainey and Daniel Zhu (Part 1) 15:45

10M ago15:45

15:45

Introduction In this two-part series of the Post-Acute POV podcast, our host Lois Bowers, editor at McKnight’s Senior Living is joined by Allison Rainey, APRN, FNP-BC, head of nursing and clinical informatics at MatrixCare, and Daniel Zhu, VP of product management, data & AI/ML at MatrixCare. Join Lois, Allison, and Daniel as they discuss what AI a…

1
Demystifying care coordination with Sarah Kivett, Director of Strategic Partnerships, Hospice and Palliative Care of Iredell County, and Jesse Marinelli, Chief Transformation Officer, PruittHealth 35:36

10M ago35:36

35:36

Introduction In this episode of the Post-Acute POV podcast, our host, Melissa Polly, senior director of marketing, MatrixCare, is joined by Chris Pugliese, director of product interoperability, ResMed SaaS, Sarah Kivett, director of strategic partnerships, Hospice & Palliative Care of Iredell County, and Jesse Marinelli, chief transformation office…

1
How prioritizing mental health reduces turnover and leads to better outcomes in LTC with Dr. Trina Clayeux, chief executive officer at Give an Hour 32:42

11M ago32:42

32:42

Introduction In this episode of the Post-Acute POV, our host Patricia Toledo, head of product management, SaaS Facilities, is joined by Trina Clayeux, Ph.D., chief executive officer at Give an Hour. They discuss the importance of prioritizing mental health in long-term care and how that can improve staff retention and resident care. Trina shares ho…

1
The power of training with Brenda Guevara, Executive Director, Ashford Hall 29:58

12M ago29:58

29:58

Introduction In this episode of the Post-Acute POV podcast, our host Kim Broyer, VP of Professional Services at MatrixCare, is joined by Brenda Guevara, Executive Director at Ashford Hall to discuss how proper training and support are vital for senior care facilities to increase efficiency and save time. Join Brenda and Kim as they examine how orga…

1
Citation trends and preparing for on-site surveys with Janet Feldkamp 25:45

1y ago25:45

25:45

Introduction In this episode of the Post-Acute POV, our host Lois Bowers, Senior Editor at McKnight’s Senior Living, is joined by Janet Feldkamp, RN, BSN, LNHA, CHC, JD, Partner at the Benesch Healthcare + Practice Group, Benesch Friedlander Coplan & Aronoff, and Robert Moore, RN, DNS-CT, RAC-CT, Director of Strategy and Portfolio Management at Mat…

1
Leveraging data into action for better outcomes in long-term care with Annette Salisbury, SVP of HCC Clinical Services at PruittHealth 31:11

1y ago31:11

31:11

Introduction In this episode of the Post-Acute POV, our host, Kelly Danielson, Clinical Product Manager, is joined by Annette Salisbury, SVP of HCC Clinical Services at PruittHealth, and Vivek Kumar, Senior Director, Software Engineering, at MatrixCare. The trio discusses how advanced technologies like Artificial Intelligence (AI) and Machine Learn…

1
Developing dietitian-approved menus for your residents with D’Jeanne Florence, Executive Director of Nutrition and Dining Services, PruittHealth 26:00

1y ago26:00

26:00

Introduction In this episode of the Post-Acute POV, our host Amy Wootton, RDN, LDN, Director of Nutrition at MatrixCare, is joined by D'Jeanne Florence, Executive Director of Nutrition and Dining Services at PruittHealth to discuss how a Menu Services tool can simplify the customization of dietitian-approved menus, allowing you to deliver appealing…

1
Top 3 trends to look for in senior care with Jeanne Gerstenkorn, SVP, Health & Wellness at Presbyterian Manors of Mid-America 33:32

1y ago33:32

33:32

Introduction In this episode of the Post-Acute POV, our host Nick Andrews, a reporter with Senior Housing News, is joined by Robert Moore, RN, DNS-CT, RAC-CT, Director of Strategy and Portfolio Management at MatrixCare, Tina Doer, Product Manager at MatrixCare, and Jeanne Gerstenkorn, SVP of Health & Wellness at Presbyterian Manors of Mid-America, …

1
Streamlining financial processes with Kim Kling, Senior Director of Finance, and Cory Sills, Director of Technology, Covenant Village 16:16

1y ago16:16

16:16

Introduction In this episode of the Post-Acute POV, our host Lee Kilmer, Senior Vice President of Strategic Partnerships, is joined by Cory Sills, Director of Technology, and Kim Kling, Senior Director of Finance, at Covenant Village to discuss streamlining financial processes using technology. Join Lee, Cory, and Kim as they discuss what led to th…

1
Better menu planning controls dining costs with Dawn Elliott, Director of Dining Services, and Tracy Fluhr, Clinical Resource Specialist, Nazareth Home 33:36

1y ago33:36

33:36

Introduction In this episode of the Post-Acute POV, our host, Amy Wootton, RDN, Director of Nutrition, is joined by Dawn Elliott, Director of Dining Services, and Tracy Fluhr, Clinical Resource Specialist, at Nazareth Home. The trio have a conversation on how to streamline operations to offer meals that are nutritious, medically appropriate, and en…

1
Navigating MDS changes with Jenny Lee, Regulatory Compliance Manager, and Cassie Diner, BSN, RN, CPHIMS, CSPO, SA, Clinical Product Manager 39:10

1+ y ago39:10

39:10

In this episode of the Post-Acute POV, originally featured in the McKnight’s Long-Term Care Expo, Jenny Lee, Regulatory Compliance Manager, and Cassie Diner, BSN, RN, CPHIMS, CSPO, SA, Clinical Product Manager, have a conversation on the major changes coming to MDS and how skilled nursing facilities can prepare. Join Jenny and Cassie as they discus…

1
Simplifying clinician workflows using technology with Joy Herring, vice president of clinical analytics, LTC Consultants 29:34

2y ago29:34

29:34

In this episode of the Post-Acute POV, our host Amy Ostrem, vice president of strategy and portfolio management for MatrixCare, is joined by Joy Herring, vice president of clinical analytics for LTC Consultants, Cassie Diner, RN, MatrixCare product manager, and Kelly Danielson, MatrixCare clinical product manager. The group has a conversation on th…

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Medicare Sales Playbook Podcasts

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