Topic: Client Intake Form

We reviewed two great tools that we have put together to streamline your Medicare Sales Process.

• Our exclusive Medicare Client Intake form
  • Helps you gather and organize the information needed to determine which plan will best meet your client’s needs
• Appointment Checklist
  • Ensure you complete each step of the sales process compliantly.
  • We start with the initial sales call, then walk you through each step until the application is submitted and your follow up is scheduled.

If you would like a copy of the webinar please call 480-820-8377 or email [email protected].

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