Become an Agent

Everything You Need to Know About Enrolling Beneficiaries

When you’re in the field working directly with clients, it’s important to conduct yourself confidently and professionally. And while it may take a few interactions for you to establish a good agent-client rapport, making a favorable first impression can help you engender trust in your clients. Here at MCC Brokerage, a leading National Marketing Alliance, we understand just how important it is for everything to go smoothly during the enrollment process. The fourth installment in our MCC Academy™ training series covers all things related to enrolling beneficiaries. This course will teach you how to:

  • Conduct in-home appointments
  • Complete a Medicare Advantage and Medicare Supplement enrollment form
  • Address concerns and objections that clients commonly have
  • Build trust with your clients through active listening
  • Effectively button up your sale like a seasoned pro

Enrolling beneficiaries is not just about converting leads — it’s about building relationships. Your first visit with a potential client should be all about establishing trust. Take the time to get to know your clients, not just as customers, but also as individuals. Listen to their concerns, their needs and wants, and only share with them the information that is most pertinent to their unique situation. Going into your appointments with a game plan, and taking time afterward to reflect on what worked and what didn’t, will help you fine-tune your approach and improve your overall success rate.

After completing this course, you will be ready to move on to the next and final installment in our MCC Academy™ training series, which focuses on managing your book of business.

Get Started Today

For more information on effective approaches to enrolling beneficiaries, or to learn what sets MCC Brokerage apart from other Field Marketing Organizations, contact us today.

Become an Agent

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“I am about to enter my third year of offering Medicare products and services to my clients. MCC Brokerage and their knowledgeable staff have been with me every step of the way. Thank you guys!” – Joe M.

“I have been working with MCC Brokerage for 25 years. They have a great ownership and management team with highly experienced service personnel designed to make a broker’s life easier. The MCC Brokerage team will make your Medicare AEP much more manageable and profitable.” – Tom H.

“MCC Brokerage has been a large factor in my success as a new agent. They have brought me into their team with open arms, a family atmosphere with the best of class services provided to help me excel. They will take my call regarding my client’s needs anytime – day or night. Their marketing programs are unsurpassed in the industry! Patricia and the Tampa team are amazing to work with.” – Jared P.

“IAMS, INC. has worked with MCC for over twenty years! They have a knowledgeable staff and are willing to go that extra mile. We would not consider any other brokerage to work with. MCC makes staying up with the new products and trends in the benefits industry easy. They assist with training and product familiarity. Staff are personable and a pleasure to work with.” -Herschel V.

“I have been associated with MCC Brokerage for many years. I have found them to be very knowledgeable in all things Medicare and life insurance. If you want to grow your agency they are an excellent choice for getting contracted with. All the people are very friendly and fun to work with.” – Darry S.

“MCC has exceeded my expectations as an agency owner. The corporate staff are very responsive. They have worked very closely with me to help the transition from another FMO. I have been so fortunate to work directly with Patricia F. She is very personable, but also well-educated in all of the different dynamics of Medicare Advantage carriers.” – Mel L.

“Great leadership, great culture! The administration staff is extremely knowledgeable and with MCC’s support my business has skyrocketed! MCC is truly the most agent friendly group that I’ve ever encountered in my 12 years in the insurance industry. I’m so grateful that I found MCC and I would highly recommend any agent that’s looking to be successful and empowered to look no further than this dynamic organization.” – Micah M.