Informal Event: Best practices when conducting an Informal Event. Informal marketing/sales events are less structured and in a less formal environment. They typically utilize a booth, table, kiosk or recreational vehicle (RV) that is manned by one or more agents […]
Come learn the steps to a successful sale. Topics include goal setting, selling you, questioning, presenting using features and benefits, resolving objections, closing, and next steps. (Presentation) Link to Register
Learn how to build loyalty and what tools exist to help drive member loyalty and retention at enrollment and beyond. (Presentation) Link to Register
In this course, we discuss the basics of Medicare vs Medicaid, the myths of Dual Special Need Plans (DSNP), who the DSNP member is, general benefits of a DSNP plan, and what next steps are to being successful in the […]
This course presents the fundamentals of LIS and your opportunity grow your book of business while assisting consumers with unique needs. We review LIS program qualifications, the LIS enrollment process, and why follow up is a necessity. My Advocate Check-Up […]
Come learn the steps to a successful sale. Topics include goal setting, selling you, questioning, presenting using features and benefits, resolving objections, closing, and next steps. (Presentation) Link to Register
Learn more about the Authorized to Offer Program and the great benefits that agents can take advantage of such as the A2Oh! Rewards Program. We will discuss eligibility requirements to reach the Level 1 and Level 2 status, and review […]
In this course, we discuss the how to utilize the UnitedHealthcare Toolkit as a valuable resource for an agent's DSNP business. (Presentation) Link to Register
Come learn the steps to a successful sale. Topics include goal setting, selling you, questioning, presenting using features and benefits, resolving objections, closing, and next steps. (Presentation) Link to Register
Learn how to build loyalty and what tools exist to help drive member loyalty and retention at enrollment and beyond. (Presentation) Link to Register