Group Insurance Training – Group Insurance Quoting Software For Agents
Grab Your Group Sales Training And Marketing Guide Down Below
This sales guide goes over all the steps and processes to sell and enroll clients into a Group plan.
Group Training Starts Here…
Grab the BenaVest Group Training Presentation below.
What Is The Sales Process Flow?
Down below is a brief summary of how the Sales Process Flow works. Using this process can take new agents from starting the Group Training to fully trained Group Sales Agents.
Targeted Market - For Both Small & Large Employers
✓ Social media
✓ Other online outlets
✓ Local Field Marketing
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. Figure out how much insurance is necessary to comfortably cover their company’s needs, and find health plans that relate to their needs. Also, determine what benefit options will suit the company as well. Utilize the link for this step!
Meet With The Employer
Set an appointment to go over the employer’s needs. Figure out how much insurance is necessary to comfortably cover their company’s needs, and find health plans that relate to their needs. Also, determine what benefit options will suit the company as well. Utilize the link for this step!
Email Template For Census
This is the first of many email templates in this training, this is a full detailed email to help you get a group HR Manager or Owner to fill out a completed census. The census is a spreadsheet that details all the info needed for a group quote.
Email Template For Census
Send Quoting Email To The Group For Census Completion
Quoting
Run quotes using the quoting tool remember pricing is just a quote. final rates are determined by enrollment.
Know carrier-specific information.
Quoting
Run quotes using the quoting tool remember pricing is just a quote. final rates are determined by enrollment.
Know carrier specific information.
Get Started Today And Get Your Group Training?
Get your training today and start your new journey into the group insurance market