Group Insurance Training For Agents and Brokers | Benavest
Master Group Benefits. Win More Employer Clients.
Explore group insurance training designed to help agents and brokers prepare for employer meetings, run quotes, and present benefit options with confidence.
Group Insurance Meeting Presentation
Get Ready For Your Group Insurance Meeting Presentation
Make sure to be prepared before the meeting by following the steps provided here.
Group Meeting Presentation
✓ Conduct Group Meeting Presentation
✓ Conduct and complete employee enrollments
✓ Run enrollment reports after enrollment is completed
Group Insurance Templates
Below are a few different templates available for you to use.
Plan Proposal Template
✓ Easy to use
✓ Customizable
Plan Proposal Template
✓ Easy to use
✓ Customizable
Employees Deduction Sheet
✓ Easy to use
✓ Customizable
Employees Deduction Sheet
✓ Easy to use
✓ Customizable
Benefit Grid Chart
✓ Easy to use
✓ Customizable
Benefit Grid Chart
✓ Easy to use
✓ Customizable
Group Census Template
✓ Collect Important Data
✓ Give More Accurate Estimates
Grab Your Group Insurance Census Template Below
A group census is used to obtain information on a specific group to get an estimate of the costs the employer might incur.
Group Meeting Presentation
✓ Order kits from the carrier
✓ Conduct Group Meeting Presentation
✓ Conduct and complete employee enrollments
✓ Run enrollment reports after enrollment is completed
Group Insurance Quoting Tool
Run quotes using the quoting tool. Remember pricing is just a quote. Final rates are determined by enrollment.
Know carrier-specific information.
Use The Quoting Tool
✓ Present Plan Options
✓ Give More Accurate Estimates
✓ Set a Meeting
Use The Quoting Tool
✓ Present Plan Options
✓ Give More Accurate Estimates
✓ Set a Meeting
Why Use a Group Census?
✓ Collect Important Data
✓ Give More Accurate Estimates
Get Started Today And Get Your Group Contracting
Get contracted today and start your new journey into the group insurance market
