Dental & Vision Insurance Training for Agents | Certification & Sales Tools
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. This process will guide dental and vision insurance training, dental insurance training for agents, vision insurance certification course, sell dental and vision plans, supplemental health insurance training, ancillary insurance training for agents, insurance agent dental vision certification, quoting tools for dental and vision, dental and vision plan sales training, dental and vision onboarding for agents, expand insurance product portfolio. 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
Dental & Vision Carriers
Dental
Dental
Vision
Vision
Dental Insurance Compliance Training
Dental insurance compliance training prepares insurance agents to market and sell dental plans in accordance with state regulations and carrier guidelines. Training focuses on accurate plan representation, waiting periods, benefit limitations, network rules, enrollment practices, and required disclosures to ensure clients clearly understand their dental coverage.
Through structured education—including short videos, written guidance, and live or recorded sessions—agents learn how to avoid misrepresentation, improper comparisons, and documentation errors. Ongoing dental compliance training reinforces ethical sales practices and aligns agents with regulatory standards supported by the National Association of Insurance Commissioners, helping protect consumers, licenses, and agency credibility.
Vision Insurance Compliance Training
Vision insurance compliance training prepares insurance agents to sell vision plans while following state insurance regulations and carrier requirements. Training emphasizes proper explanation of benefits, provider network rules, coverage frequency limits, enrollment procedures, and clear communication of plan exclusions and allowances.
Through structured education—including short videos, written guidance, and live or recorded sessions—agents learn how to reduce compliance risk, avoid misleading statements, and ensure clients have accurate expectations of their vision benefits. Ongoing vision compliance training supports responsible sales practices, consistent documentation, and long-term client trust.
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