CSG APP | Cross-selling Ancillary Products to Medicare Clients
Learn how to effectively cross-sell Dental and Hospital Indemnity plans to your Medicare clients utilizing the CSG agent quoting tool. Stack Medigap plans alongside DVH plans using Universal Comparison Tool. Show clients how Hospital Indemnity pairs well with Med Adv and fills their coverage gaps.
Discover the Allstate Medicare Supplement Secret
Join us for an exclusive showcase revealing the best-kept secret in the Medicare supplement industry! This event is a must-attend for anyone eager to enhance their portfolio with a standout product. Discussion points to include: Innovative Stackable Discounts: Learn about Allstate's pioneering approach that offers up to 25% savings on Medicare supplement premiums. Lead Generation: […]
Mastering the Mystery of Med Supps Series Part 2: How to Identify the Med Supp Client and Maximize Success!
New to Medicare Supplements or the Senior Market? join our webinar to excel in identifying Med Supp clients! In this webinar, we'll dive into the strategies for pinpointing Med Supp clients, crucial for thriving in this market. You'll learn to: - Grasp Key Demographics: Delve into the demographic characteristics typical of Med Supp clients. We'll […]
Integrity | Call Recording & Scope of Appointment
Learn how to initiate, record, store and listen to your sales calls. We will provide best practices and troubleshooting with your free Call Recording Phone Number. See a demo of how Ask Integrity can summarize and transcribe your calls. Learn how to send, track, and store your Appointments. SOAs are pre populated and can be […]
CSG APP | Bulk Quote Medicare Supplement Leads & Clients
There is a quick and easy way to bulk quote Medicare Supplement leads and clients with your preferred carriers in the CSG APP. This training will walk you through the steps.
Elevate Your Insurance Business with ABL’s Medicare Supplement!
As an insurance professional, tapping into the Medicare Supplements market is a smart strategy for business growth. However, choosing the right provider from the myriad of options can be daunting. ABL stands out in the crowded market with its compelling blend of competitive rates, rapid underwriting, and a legacy of trust and excellence. Key Highlights […]
PlanEnroll | Personal Agent Website
Integrity offers Health and Life agents their own PlanEnroll Personal Agent Website to use to educate clients on their health and life insurance options and run quotes. Clients can create their own PlanEnroll account on your website to share health information with you. Client data seamlessly integrates with Integrity Contacts.
Mutual of Omaha: Long Term Care Webinar
LTC-Laying out a Plan & Product Training -How to have the Conversation -Why NOT to Self-Fund an LTC Event --LTC Statistics --Cost of Care and impact to client's Family & Finances --Simple 3-Step LTC Sales process --Review of Traditional LTC Products--Secure Care and Custom Care --Tax Favorability --Underwriting Tips --Q & A