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ACA Training – Health Insurance & Obamacare Packet For Agents

Grab Your ACA Training Sales And Marketing Guide In The Sale Process Flow Download

This sales guide goes over all the steps and processes to sell and enroll clients into an ACA plan.

ACA Training Starts Here…

Grab the BenaVest Health Insurance Training Presentation below.

Before You Get Started…

Make sure you finish your CMS certification to be able to sell these plans.

Before You Start Selling…

Make sure you get contracted with ACA carriers before you try to sell any plans.

What Is The Sales Process Flow?

Down below is a brief summary of how the Sales Process Flow works. Using this process can take new agents from starting the ACA Training to fully trained ACA Sales Agents.

Get To Know Your Client

✓ Fill Out Client Intake Form and Gather Household Information
✓ Most Important Info, Eample: Zip Code, Ages of Household Members, and Household Income

Get To Know Your Client

✓ Fill Out Client Intake Form and Gather Household Information
✓ Most Important Info, Eample: Zip Code, Ages of Household Members, and Household Income

Process Quote and Go Over Plans

✓ Process A Quote On HC.gov
✓ View Plans and Prices
✓ Cover Lowest Priced Option, Usually A Free Bronze Plan For Most Clients
✓ Then Cover The 2 Best Silver Options

Process Quote and Go Over Plans

✓ Process A Quote On HC.gov
✓ View Plans and Prices
✓ Cover Lowest Priced Option, Usually A Free Bronze Plan For Most Clients
✓ Then Cover The 2 Best Silver Options

Questions To Ask Client

✓ Does Your Job Offer Insurance?
✓ Immigration Status
✓ Is Anyone A Full Time Student?
✓ Does Anyone Smoke?

Questions To Ask Client

✓ Does Your Job Offer Insurance?
✓ Immigration Status
✓ Is Anyone A Full Time Student?
✓ Does Anyone Smoke?

New To ACA Sales?

For the Free Affordable Care Act sales guide use the button below to get started. It provides all the steps needed to get your ACA sales knowledge on the right track.

New To ACA Sales?

For the Free Affordable Care Act sales guide use the button below to get started. It provides all the steps needed to get your ACA sales knowledge on the right track.

Valuable ACA Training & Agent Tools

Valuable tools discussed throughout the Sales Process Flow. There are also tools listed that we offer ACA Insurance Agents to benefit their time and efforts within OEP time constraints.

BenaVest Sales Script

All-in-one inclusive health insurance / ACA Insurance Inbound and Outbound scripts are provided in the sales process flow. This script will turn your health insurance business from zero to HERO.

The BenaVest Client Intake Form

This document will streamline your sales process and make room for more sales and less time gathering client information. This form helps you quote and move on to the next sale. When you are finishing selling for the day then you can take all your forms and complete enrollments at the end of your day.

Healthcare.gov Search Engine

Healthcare.gov is the best place for agents and clients to go and search for any questions they have about ACA. As an agent, they have many resources to help you with any difficult situations. Whether it is COBRA, Immigration, Students, and more healthcare.gov can answer it.

Contract With BenaVest ACA

BenaVest provides all the best carriers nationally. We will help you contract with the most competitive carriers in your area.

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