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Group Insurance Training For Agent And Brokers

Grab Your Group Insurance 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 a Group plan.

Before You Get Started…

1. Complete Carrier Specific Contracting

2. Know and Understand Agent Guidelines

3. Complete Training On Specific Products and Plans. Know and Understand Carrier Specific Underwriting Guidelines

4. Make Sure You Have The Correct Amount Of E&O
Amount of Error and Omission Insurance Needed 1,000,000 / 1,000,000 or Greater

(Click the button below to find a carrier that our agents recommend)

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 Group Training to fully trained Sales Agents.

Targeted Market

➜ Phone Labs with targeted Phone Leads
➜ Leverage Your Local Market through LinkedIn, Google+, Facebook and other Social Media
➜ Email Blasts
➜ Social Ads
➜ Google PPC Campaigns

Targeted Market

➜ Phone Labs with targeted Phone Leads
➜ Leverage Your Local Market through LinkedIn, Google+, Facebook and other Social Media
➜ Email Blasts
➜ Social Ads
➜ Google PPC Campaigns

Meet With Employer

Set an appointment to go over the Employer’s needs. Figure out how much insurance is necessary to comfortably cover their company’s needs, and find health plans that relate to their needs. Also determine what benefit options will suit the company as well.

Meet With Employer

Set an appointment to go over the Employer’s needs. Figure out how much insurance is necessary to comfortably cover their company’s needs, and find health plans that relate to their needs. Also determine what benefit options will suit the company as well.

✓ Complete Group Road Map and Email Census to Potential Group

✓ Complete Group Road Map and Email Census to Potential Group

New To Group Sales?

For the Free Group Insurance Sales Process Flow, Start Training button above. It provides the steps needed to get your Group sales knowledge on the right track.

New To Group Sales?

For the Free Group Insurance Sales Process Flow, Start Training button above. It provides the steps needed to get your Group sales knowledge on the right track.

Valuable Group Insurance Training & Agent Tools

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

Employer Mandate Fact Sheet

Use This PDF To Learn More About The Employer Mandate. The PDF Goes Over Employer Penalties, Some Frequently Asked Questions, and How You Can Determine The Amount Of Full-Time Employees You Have.

Full Time Equivalent Calculator

Use This Site To Take Advantage Of The FTE (full-time equivalent) calculator we provide to you here at BenaVest. Calculate The Number of FTE’s You Have and See If You Qualify For a Shop.

Group Census

Use This PDF To Look Over the Different Information That Is Needed To Fill Out The Group Census. Note That The Census Needs to Include All Employees And Dependents Names and Dates of Birth. Please Also Make Sure the Census Includes Any Employees Who Will Be Waiving Coverage (if known).

Group Census Video

Use This Site To Watch an In Depth Video On How To Complete The Group Census. Note That The Census Needs to Include All Employees And Dependents Names and Dates of Birth. Please Also Make Sure the Census Includes Any Employees Who Will Be Waiving Coverage (if known).

 

Quoting Tool

Use the Link Below To Gain Access To a Quoting Tool Provided by Us Here At BenaVest. Use This Quoting Tool To Give Your Clients the Most Accurate Idea Of What Their Insurance Plan Would Cost.

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