Training
Go beyond product and compliance training and become the agent every client wants to work with!
Gain access to our exclusive online sales training platform!
Training
Go beyond product and compliance training and become the agent every client wants to work with!
Gain access to our exclusive online sales training platform!
Go beyond product and compliance training and become the agent every client wants to work with!
There are special compliance rules an agent must follow for both finding prospective clients as well as enrolling them in suitable supplemental insurance plans.
You will need the following licenses/certifications to market most Medicare plans:
- Health insurance license
- AHIP Medicare certification (or equivalent from an insurance company)
- Product certification from each insurance company that you will be representing
These certifications need to be updated annually prior to the Medicare Open Enrollment for the upcoming plan year.
Have Your Created Your 2023 Medicare Business Plan?
Most agents we speak to want to create a Medicare business plan, but just don’t know where to start.
We have created a simple Medicare business plan template for you to help you begin writing your plan.
Some things you will need to think about include:
- The Medicare niches you want to focus on
- Your monthly marketing budget
- Number of people you can realistically help each day/week/month/year
- Annual income goal
- Sales and marketing technology
- Professional development
Download the FREE Medicare Business Plan Template
Learn the Simple Steps to Setup Your Virtual Medicare Sales Office
How we sell Medicare may have changed forever, and it may not be a bad thing! Once you know how to effectively manage your business virtually, you will be able to see more prospects and clients, whether they are local to you or across the country, without having to leave the comfort of your home or office.
- Allow prospects to self-schedule meetings with you based upon your pre-set availability
- Automatically create a Zoom meeting link sent directly to your prospects
- Send out email and text reminders so people don’t forget when it’s time to meet
- Present and enroll prospects online into their new Medicare plan
Download the FREE Guide that shows you how to get started.
In addition to being licensed and certified to sell Medicare plans, it is important that an agent have at least a strong foundation of sales training.
Having an effective sales process will help you build trust with your prospects, making it easier to convert them into clients.
We have designed a variety of online sales programs to help both new and seasoned agents develop or improve the following skill sets:
- Basic and advanced rapport building
- Proper needs analysis
- Positioning products and services as the solution
- Organize and process enrollments
Want to know how to build better Rapport with your clients?
Get access to an exclusive FREE training below!
Get Instant Answers to Your Medicare Questions
Ever wish you had access to a back-office team who can help you when you have a Medicare situation or question that you don’t know the answer to?
Join our agent network for FREE and get access to our Realtime Field Support tools where agents help other agents!
Get instant access to an on-demand webinar that shows you how it works!
