Alternative Health & Pet Insurance Training for Agents | Ancillary & Supplemental Plans
Before You Start Selling…
Make sure you get contracted with Ancillary carriers before you try to sell any plans.
What Is The Sales Process Flow?
Below is a summary of the Sales Process Flow. lternative health training for agents, pet insurance training for agents, ancillary insurance training course, supplemental health insurance agent training, how to sell pet insurance, group ancillary benefits training, insurance agent supplemental plans training, sell health and pet insurance, pet and ancillary insurance certification, insurance agent training supplemental plans, ancillary benefits sales training online, pet health plan sales course. This process will help new agents become fully trained Ancillary Sales Agents.
Ready to Start? Head over to our All-Access site to watch all available webinars and training sessions.
👉 Note: Access is exclusively for Benavest agents who are appointed with at least one carrier.
Get To Know Your Client
✓ Fill Out the Client Intake Form and Gather Information.
✓ This can help you determine what type of insurance they need whether it be Health, Dental, or Vision.
Get To Know Your Client
✓ Fill Out the Client Intake Form and Gather Information.
✓ This can help you determine what type of insurance they need, whether it be Health, Dental, or Vision.
Process Quote and Go Over Plans
✓ Process A Quote On Whatever Carrier You Land On.
✓ View Plans and Prices.
✓ Cover Lowest Priced Option, Then Cover More Coverage Options.
✓ Offer Dental & Vision.
✓ Offer Life with Living Benefits Or Basic Deductible Coverage To Help With Out Of Pocket Expenses On The Health Plan They Picked During OE.
Process Quote and Go Over Plans
✓ Process A Quote On Whatever Carrier You Land On.
✓ View Plans and Prices.
✓ Cover Lowest Priced Option, Then Cover More Coverage Options.
✓ Offer Dental & Vision.
✓ Offer Life with Living Benefits Or Basic Deductible Coverage To Help With Out Of Pocket Expenses On The Health Plan They Picked During OE.
Questions To Ask Client
✓ What are you looking for?
✓ Do you need dental?
✓ Do you have a high deductible health plan?
✓ Do you need vision insurance?
Questions To Ask Client
✓ What are you looking for?
✓ Do you need dental?
✓ Do you have a high deductible health plan?
✓ Do you need vision insurance?
New To Ancillary Sales?
Start your free ancillary training today! It provides all the steps needed to get your Ancillary sales knowledge on the right track.
New To Ancillary Sales?
Start your free ancillary training today! It provides all the steps needed to get your Ancillary sales knowledge on the right track.
All BenaVest Training
Alternative Health Carriers
Alternative Health Compliance Training
Alternative health compliance training prepares insurance agents to market and sell non-traditional health coverage options—such as faith-based health sharing programs, discount medical plans, and other alternative benefit arrangements—in accordance with state regulations and applicable consumer protection standards. Training focuses on accurate program representation, required disclosures, eligibility rules, enrollment practices, and clear communication about limitations and exclusions.
Through structured education—including short videos, written guidance, and live or recorded sessions—agents learn how to avoid misrepresentation, improper comparisons to major medical coverage, and disclosure violations. Ongoing alternative health compliance training helps agents stay aligned with guidance supported by state insurance departments and the National Association of Insurance Commissioners, reinforcing ethical sales practices and protecting consumers, licenses, and agency credibility.
All BenaVest Training
Pet insurance
Pet Insurance Compliance Training
Pet insurance compliance training prepares insurance agents to market and sell pet insurance products in accordance with state insurance regulations and carrier guidelines. Training focuses on accurate policy representation, coverage exclusions, waiting periods, benefit limits, reimbursement structures, enrollment practices, and required disclosures so pet owners clearly understand how coverage works.
Through structured education—including short videos, written guidance, and live or recorded sessions—agents learn how to avoid misrepresentation, unclear benefit explanations, and documentation errors. Ongoing pet insurance compliance training helps agents stay aligned with regulatory expectations supported by the National Association of Insurance Commissioners, reinforcing ethical sales practices that protect consumers, licenses, and long-term agency credibility.
Are You Ready To Get Started Today And Get Your
Alternative Health Insurance Training?
Get your training today and start your new journey into the Supplemental Insurance market