Agents can offer memberships to Legacy Safeguard, Integrity's estate planning program for clients, in order to drive client referrals and extend their level of care! ⟶
No agent selling Medicare wants to hear they've had a rapid disenrollment. Not only can these feel like a slap in the face after all your hard work, but they can also have negative consequences. This is especially true if your book of business shows quite a few of them.
You may assume that veterans' healthcare is 100 percent covered at any hospital, anywhere. And that all they have to do is present their Veterans Affairs card. Unfortunately, this isn't the case.
Switching Medicare Supplements, or Medigap plans, can be tough. This is especially true if your client has to answer the required health questions during the switchover process.
Imagine you're in a meeting with a client, aged 80, and you've called them "elderly." It was an innocent reference, but they're offended. They know they're no spring chicken anymore, but they're not "elderly" yet. Now, they're no longer interested in purchasing a plan from you.
The Annual Enrollment Period (AEP) can be an especially crazy and hectic time of year, but that doesn't mean you should compromise your well-being to make a few extra sales.
There's one thing Medicare clients ask their agents all the time: "How can I save money on prescription drugs? Let us help you answer that question!"
So close and yet… There could always be that health insurance sale that got away. But with more insurance sales closing techniques in your back pocket, hopefully they'll be few and far between.
When a marketplace plan is discontinued, your client isn't left to wonder how to obtain new coverage. They're automatically transitioned, or "crosswalked," to a new, similar plan.
With changing guidelines and a flurry of questions, your client could be confused when they get to the annual household income line of their Affordable Care Act (ACA) insurance application.
Going into your community is one of the best ways to make valuable connections with clients and notify them of your services as a reputable Affordable Care Act (ACA) marketplace insurance agent.