Health Insurance Training For Agents & Brokers
Start Your Health Insurance Training and Marketing Guide Below
Our Health Insurance Training and sales guide goes over all the steps and processes to sell and enroll clients into health insurance plans.
Before You Get Started…
Make sure you finish your CMS certification to be able to sell these plans.
What Is The Sales Process Flow?
Below is a brief summary of how the Sales Process Flow works. This process will help new agents become fully trained Health Insurance Sales Agents.
Get To Know Your Client
✓ Begin the screening process and review the benefits eligibility.
✓ Help the client navigate the benefits app.
✓ Go Over Who Is Included In The Household and What Is Included In Household Income.
✓ Quote & Go Over How Much Of The Tax Credit They Qualify for.
✓ Complete the Intake and Read over the Attestation.
Get To Know Your Client
✓ Go Over What Is Included In Household Income For The Family
✓ Quote & Go Over How Much Of The Tax Credit They Qualify For
✓ Complete the Intake and Read over Attestation
Fill out the Intake Form
✓ Plan and Marketplace – Set Expectations.
✓ Payment & Upload Documentation.
✓ Call clients in January to confirm they have received their ID card and plan package.
✓ Remind them to email you any documents that are due.
Fill out the Intake Form
✓ Plan and Marketplace – Set Expectations
✓ Payment & Upload Documentation
✓ Call clients in the month of January to confirm that they have received their ID card and plan package.
✓ Remind them to email you any documents that are due.
Internet Marketing
✓ SEO Optimized landing page to boost your presence locally.
✓ Post Advertisements that lead to your agent’s Website Sales Funnel Pages to register for a consultation quote.
✓ Get a dedicated web funnel to gain new internet leads.
Internet Marketing
✓ SEO Optimized landing page to boost your presence locally.
✓ Post Advertisements that lead to your agent Website Sales Funnel Pages to register for a consultation quote.
✓ Get a dedicated web funnel to gain new internet leads
New To Health Insurance Sales?
Use the button below to get started. It provides all the steps needed to get your Healthcare Insurance sales knowledge on the right track.
New To ACA Sales?
For the Free Affordable Care Act training, use the button below to get started. It provides all the steps needed to get your ACA sales knowledge on the right track.
Specific ACA Carrier Health Insurance Training Information
Click on a carrier down below to get access to their specific Health Insurance Training information!
Specific Medicare Carrier Health Insurance Training Information
Click on the carrier below to get access to their specific training information!
Valuable Training & Agent Tools
The Sales Process Flow includes valuable tools to benefit Insurance Agents’ time and
effort within OEP time constraints.
BenaVest Sales Script
All-in-one inclusive health insurance / ACA Insurance Inbound and Outbound scripts are provided in the sales process flow. This script will turn your health insurance business from zero to HERO.
The BenaVest Client Intake Form
This document will streamline your sales process and make room for more sales and less time gathering client information. This form helps you quote, move on to the next sale, and complete enrollments.
Healthcare.gov Search Engine
Healthcare.gov is the best place for agents and clients to search for any questions they have regarding ACA. They have many resources to help agents with any problematic situations. Whether it’s about COBRA, immigration, students, or anything else, Healthcare.gov has the answers
The Do’s and Don’ts of Health Insurance
Make sure you cover all the important steps about health insurance in our training. Avoid the most common mistakes agents make in health insurance. We offer a vast amount of online tools available to our agents for FREE to keep you on the right track to success.
Enrollment Options
Use a PDF to look over the enrollment options and election periods for all different kinds of clients. This information will help you and your clients decide what options they’re eligible for and when they should sign up.
Training Guide
BenaVest created a training guide below to learn more about CMS, client eligibility, different coverage options, our sales cycle, and all the other components that go into selling Medicare Advantage.
Valuable Agent Tools
✓ SSI Fact Sheet.
✓ Verification of Employment.
✓ Financial Information Release.
✓ Appointment of Designated Rep.
✓ Agent and Client Brochures.
Get Started Today And Get Your Health Insurance Training
Get your training today and start your new journey into the health insurance market