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?
Below is a summary of how the Sales Process Flow works. This process will guide new agents from starting the Group Training to becoming fully trained Group Sales Agents. Meet With The Employer
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.
✓ 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
This image shows the first of many email templates in this training. This detailed email will help you get a group HR Manager or Owner to complete a census. The census is a spreadsheet that specifies 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
Get Started Today And Get Your Group Training?
Get your training today and start your new journey into the group insurance market