- Have you certified?
- Have you ordered supplies?
- Have you organized and mailed your Scope of Appointments?
If you answered yes, you are one of the agents who will sell 90% of the policies this season.
Studies have shown that agents who certified by Sept. 10 will be agents who sell the majority of the business.
- Do you have applications in your hand?
- Do you know the fax number to sent apps?
- Are you organized to get all your apps faxed within 48 hours?
These second steps are crucial. Help lines will be nearly inaccessible once the season starts, be sure you have everything in order.
- Follow up sales- do you have a plan?
- What will you focus on after the season?
- What marketing plan is in place so you can PROACTIVELY help your new clients with their other insurance needs?
Here are our most popular plans for your senior clients that purchase Medicare Advantage - just be sure and wait a few days before calling on these plans
- Cancer
- Senior Dental
- Hospital Indemnity
- Final Expense Life
- Annuities
When's the best time to call on these plans? Set an appointment in late December or early January to "make sure everything is going smoothly with their medicare coverage and to review other needs." Your client is likely very happy with their new MA plan, and its the best time to ask how else you can help.
One top agent told me, "MAKE A PLAN, IMPLEMENT THE PLAN"
Good advice for everyone!
