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 […]
Being empowered through compliance will guide a successful sales career. In this course, we discuss the importance of the do's and don'ts of compliance. Scenario based learning drives the importance of compliance in the field. License, DSNP certification and appointments […]
Formal Event: Best practices when conducting Formal Sales Meetings, sometimes called sales meetings, community meetings or neighborhood meetings. Formal Events are structured in an audience-presenter style where you formally provide specific plan information via a presentation on the products being […]
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 how to use the UnitedHealthcare Toolkit to grow your business with CMS approved materials. (Demonstration) 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
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 […]
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 sets the stage for new agents to understand Medicare and UnitedHealthcare processes and tools. (Presentation) Link to Register