In the midst of a Pandemic, more and more brokers are transitioning to a Virtual Selling Strategy to survive and thrive. But the steps you need to take to be successful selling over the phone or on the web are not always clear.
We are here to help…
Join Victoria Bailey, GarityAdvantage’s National Director of Training, as she guides you through a step-by-step process you can follow every time to engage prospects, assess their needs, present their options and compliantly quote and enroll them in a virtual setting.
Master these skills to ensure your virtual selling success!
- Win the appointment and manage expectations
- Complete the Scope virtually via text or email
- Assess their eligibility and coverage needs
- Educate them on the options available
- Incorporate doctors and Rx
- Present a plan that meets their needs
- Complete the enrollment over the phone/obtain signature via text or email
