We hope you enjoyed our latest edition of Marketing Masterminds. In this session, Bobby and Brian walked us through their sales process and shared tips on overcoming objections. Thank you again to our all-star team of panelists!
If you couldn’t make it, you can watch the recorded the session by clicking the video below. You can also download Bobby and Brian’s sales process presentation.
Medicare Blog | Medicare News | Medicare Information
SunFire is excited to announce some upcoming enhancements to our existing customer profile page, including the BEQ Lookup and Needs Assessment, available starting April 4th, 2023.
The enhancements are targeted to:
There is also a new Customer Opportunities page, which will serve as the place for Agents to see available opportunities for the customer outside of the enrollment.
It is essential that agents are aware of CMS and Carrier expectations when conducting telephonic enrollments. Doing so not only protects the client, but also protects the agent from corrective action.
Please review the information below and ensure these elements are covered during a telephonic sale to remain compliant and to protect clients.
Complete the SOB (Summary of Benefits) per approved script requirement.
Read all relevant disclosures as outlined in CMS approved script (i.e., verbally or via IVR(INTERACTIVE VOICE RESPONSE)) and collect agreement/understanding. This will include disclosures listed in the application (i.e.: pop up, required statements)
Provide the plan name
Provide carrier name and customer service phone number
Thank you for your continued support in upholding compliant sales practices! If you have any questions regarding this information, please contact us.