Advance your insurance career and client service to new levels by perfecting the art of the Client Needs Assessment (CNA). A glaring gap in many agents’ strategies is the lack of comprehensive client care, crucial for both nurturing client relationships and exploring ancillary sales opportunities. Our targeted webinar will equip you with the techniques to execute a flawless CNA, as taught by leading industry figures.
In this educational session, we will dive into:
Don’t miss out on this opportunity to refine your practice and commit to excellence in client service. Register today to secure your place in our upcoming webinar.
Join us every Monday to learn more Medicare market intel available in CSG.
October 20: Medicare Supplement Quoting Tools – Key Features
Join us every Monday to learn more Medicare market intel available in CSG.
October 13: Universal, Multi-Carrier EApplication
Join us every Monday to learn more Medicare market intel available in CSG.
October 6: Fill Med Adv Coverage Gaps with Hospital Indemnity
Once upon a time the “Ride Along” was a common & effective way for new agents to learn the ropes. And in the world of Medicare Supplements this approach was a fantastic way for agents to become familiar with Field-Underwriting, and Medicare Supplement underwriting in general.
This new webinar adopts the style of a graphic novel, or comic book, and follows a young rookie agent on his first a ride-along to the home of a new, prospective Med Supp client. On the other side of this session you should feel comfortable field-underwriting a Medicare Supplement not matter who the client is, or the details of their story.
Join us for a new approach, as we revive the tried-and-true “Ride Along” experience, and master the most sought-after enrollment category in the world of Med Supss. Med Supp underwriting shouldn’t be intimidating, and we’re here to make sure you know the ropes!
Reflecting on my years in the Medicare Supplement market, one regret stands out: not embracing Plan N sooner. Now, top agents are turning to Plan N as their preferred choice—and with good reason:
Join our dynamic webinar to uncover why Plan N is surging in popularity. Discover how its cost-effective premiums and stable rate outlook can benefit your clients, boost your business, and align with carrier goals. We’ll also tackle the myth of excess charges that’s held agents back for too long. Learn why Plan N is a game-changer and how to confidently make it a cornerstone of your Medicare Supplement offerings. Don’t miss this chance to sharpen your expertise and harness the power of Plan N!
Join us for an engaging webinar as we unpack the effects of Birthday and Anniversary Rules impacting Medicare Supplements across 14 states, with 6 more states considering adoption. We’ll dive into how these regulations are shaking things up for clients, carriers, and agents in the Medicare Supplement market, with a candid look at the mostly negative impacts.
The Medicare Advantage landscape is evolving, and being prepared for AEP is key to success. We invite you to join our upcoming webinar, where we’ll provide a comprehensive recap of all the carrier Medicare Advantage first looks for the upcoming plan year.