Articles
How to Get Someone to Talk About Their Agent or Advisor
Tactful questions can prompt revealing answers that let you know what they are looking for, possibly in a future client-advisor relationship. Let’s assume part of your practice involves working with individuals. When you meet someone socially (which today could be...
How to Build Rapport Selling Insurance Online or Over the Phone
Don’t let social distancing get in the way of your insurance sales! If you’re trying to foster trust with prospects, we’ve got six tips for building rapport over the phone or online, fast. Without rapport, you can’t expect your prospects to enroll in that plan you...
7 Tips To Close More Insurance Sales
Closing sales isn’t just about the words or tactics you use at the end of the sale’s process. A strong close requires a foundation built throughout your sale’s process. If you don’t set yourself up properly before decision making time, you aren’t closing anything –...
Carriers and Plans Participating in CMS Model to Save Consumers on Insulin Costs
Beginning with the 2021 plan year, select Part D sponsors will offer beneficiaries PDPs that “provide supplemental benefits for insulin in the coverage gap phase of the Part D benefit.” The new 2021 Part D Senior Savings Model from the Centers for Medicare &...
AEP Client Checklist
AEP Checklist for Clients
2021 First Look
2021 Greater Tampa Bay Cigna First Look Devoted 2021 Greater Tampa Bay 2021 Simply First Look Drive-Thru Sales Material Request Form