Webinar: Cross‑Sell with Confidence: Leveraging Ask Integrity Insights to Recommend Hospital Indemnity for MA Clients
2026-02-12 10:00 - 11:00 (America/Chicago)
Medicare Advantage plans can leave clients exposed to copays and out‑of‑pocket costs—especially around hospital stays. In this session, you’ll learn exactly when Hospital Indemnity is a good fit and how to present it with confidence using Ask Integrity Plan Recommendations and Cross‑selling Tags. We’ll show you how these insights surface real, client‑specific opportunities—so you can protect your book, increase client satisfaction, and grow revenue by solving a genuine need.
Then we’ll go hands‑on with the CSG APP “Fill the Gaps” tool to build a customized Hospital Indemnity plan that maps to a client’s exact MA copays and out‑of‑pocket structure. You’ll see how to set daily benefit amounts, add riders, and align benefits to close coverage gaps. Best of all, we’ll demonstrate how Fill the Gaps clearly explains how the HI plan works—making the conversation easier for you and more understandable for your client.
What you’ll learn
– Spot the need fast with Ask Integrity Plan Recommendations and Cross‑selling Tags to identify MA clients who could benefit from Hospital Indemnity.
– Build a perfect‑fit HI plan in the CSG APP “Fill the Gaps” tool that mirrors a client’s MA copays and potential out‑of‑pocket exposure.
– Present with clarity using Fill the Gaps’ client‑friendly visuals and explanations to boost understanding and close rates.
– Position HI compliantly and confidently as part of a holistic protection strategy that supports retention and referrals.
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