Group Insurance Training – Group Insurance Quoting Software for Agents
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.
Targeted Market - For Both Small & Large Employers
✓ Social media.
✓ Other online outlets.
✓ Local Field Marketing.
All BenaVest Training
Group carriers
Group Health Compliance Training
Group health compliance training prepares insurance agents and agency staff to support employer-sponsored health plans in accordance with federal and state regulations. Training focuses on plan documentation requirements, employee eligibility rules, enrollment timelines, disclosure obligations, and proper handling of employer and employee information within group health arrangements.
Through structured education—including short videos, written guidance, and live or recorded sessions—agents learn how to reduce compliance risk, avoid administrative errors, and confidently guide employers through plan setup and ongoing administration. Ongoing group health compliance training helps agents stay aligned with regulatory guidance enforced by the U.S. Department of Labor, reinforcing best practices that protect employers, employees, and agency operations.
Targeted Market - For Both Small & Large Employers
✓ Social media.
✓ Other online outlets.
✓ Local Field Marketing.
Meet With The Employer
✓ Set an appointment to go over the employer’s needs.
✓ Determine the amount of insurance required to adequately meet the needs of their business and look for health plans that meet those criteria.
✓ Determine what benefit options will suit the Company as well.
Meet With The Employer
✓ Set an appointment to go over the employer’s needs.
✓ Determine the amount of insurance required to adequately meet the needs of their business and look for health plans that meet those criteria.
✓ Determine what benefit options will suit the Company as well.
Email Template For Census
✓ The image shows the first of many email templates in this training. ✓ The email will help you get a group HR Manager or Owner to complete a detailed census with all the information needed for a group quote.
Email Template For Census
✓ The image shows the first of many email templates in this training. ✓ The email will help you get a group HR Manager or Owner to complete a detailed census with all the information needed for a group quote.
Quoting
✓ Run quotes using the quoting tool. Remember, pricing is just a quote. Enrollment will determine the final rates. Know carrier-specific information.
Quoting
✓ Run quotes using the quoting tool. Remember, pricing is just a quote. Enrollment will determine the final rates. Know carrier-specific information.
Are You Ready To Get Started Today And Get Your
Group Training?
Get your training today and start your new journey into the Supplemental Insurance market