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! ⟶
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.
Is your client eligible for the Medicare Extra Help program? You could play a huge role in getting them financial assistance with prescription drug coverage and medications.
Agents who actively sell Affordable Care Act (ACA) insurance plans typically do business through either the federal exchange or state-based marketplaces. You're likely familiar with HealthCare.gov, the federal exchange, but what are state-based marketplaces and how do they work?
Everyone on Medicare needs creditable prescription drug coverage and most people don't want a late enrollment penalty. If you're offering Medicare Advantage-only plans (Private-Fee-For-Service) or Medicare Supplement plans, you can cross-sell prescription drug insurance.