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Dental & Vision Training

Start Your Dental & Vision Training For Insurance Agents

This sales guide goes over all the steps and processes to sell and enroll clients into a Supplemental Insurance plan.

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 how the Sales Process Flow works. This process will help new agents become fully trained Ancillary Sales Agents.

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 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

Dental & Vision Carriers
1Dental contracting
Delta Dental contracting
Manhattan Life contracting
Ameritas contracting
Humana Contracting
National General contracting
VSP contracting

Are You Ready To Get Started Today And Get Your

Dental & Vision Insurance Training?

Get your training today and start your new journey into the Supplemental Insurance market