Upcoming Trainings and Webinars for 2023
FREE Trainings and packed with the latest carrier information and tools. Do not miss this opportunity to participate and expand your book of business!
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.
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.
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.
Q1: How can health insurance training for agents and brokers improve client retention rates?
- Effective Communication Skills
- Understanding Customer Needs
- Tailoring Insurance Packages
- Conflict Resolution and Problem-Solving
- Ongoing Customer Support
By mastering these areas, agents and brokers can build strong relationships with clients, thereby increasing retention rates.
Q3: How does health insurance training differ for agents and brokers specializing in group vs individual policies?
Q2: What certifications are particularly beneficial for agents and brokers undergoing health insurance training?
- Certified Insurance Service Representative (CISR)
- Chartered Life Underwriter (CLU)
- Registered Health Underwriter (RHU)
- Certified Employee Benefit Specialist (CEBS)
These certifications provide advanced training and are recognized by the industry, making them valuable for career advancement.