Back to All Events

AEP Cross-selling & Client Needs Assessment

 

MedicareCENTER helps agents recognize cross-selling opportunities which ultimately builds client trust, retention, and sales. Get tips on managing ancillary sales with client tags, learn about the importance of using a Client Needs Assessment at the beginning of a client appointment and how to use the Medicare Advantage and Hospital Indemnity Fill the Gaps cross-selling tool.

 
Previous
Previous
July 16

TECH TIP TUESDAY: Electronic Scope of Appointmen

Next
Next
July 17

Open House Lunch for Insurance Brokers 11a-1pm