(559) 251-0501

Training & Support for Agents

 

Agent Training

In order to keep you up to speed on the products and services that are most valuable to you, we conduct periodic webinars for product training, application procedures, market changes, and more. Training meetings are also available in person to help get you up to speed faster. And we are always available by phone or email to answer questions on any issues you may be facing.

training-and-supportOur web training events are recorded and available for you to view 24 hours a day on our agent support website. You can view the presentation documentation and even watch the webinar as if you had attended the original event.

Do you have an agency with multiple agents? We can conduct personalized training sessions specifically for your agents.

General Agent Support

Our support staff is available to assist our agents in selling and servicing policies, as well as product research. The product research we provide is a major benefit to agents. You can spend hours reading benefit summaries, searching for alternative plans, comparing solutions, and trying to figure out which plans to sell in each county…Or, you can simply contact us, and we will let you know which plans are the most competitive in each area, offer product placement assistance, and expedited carrier contracting. Our processes ensure you always have the most competitive plan options for your client.

Our sales support team will make sure that you have the resources necessary to complete the sales process. Product questions, dual eligibility, LIS, Medicare coordination, group retiree plan integration, and Special Election Period questions can all be answered through our office and our resources. Application review and processing will help to speed up the enrollment process. Servicing support is also available in the event that you need a larger voice in resolving application and policy issues with the carriers.

Top Agent Support

Do you sell 100 cases per year? 200? 500? Our top producers receive additional support, training, and marketing. We take your drive and dedication very seriously, and we are motivated to give you the support you deserve as a top producer.

Are you looking to get to that next level? We can help you get there through additional support and marketing. We help you streamline your office and give you the training and tools you need to get where you want to be.

Marketing

Marketing is a fundamental part of any sales organization, and we are here to help you get the most out of your marketing budget. We have free ad pieces available for you to use, PLUS we can review any of your material, regardless of media, to keep you compliant. Print ads, radio, television, signage, flyers, handouts – just about anything that you can distribute – will be reviewed for compliance purposes.