A step-by-step approach to selling Medicare plans online and over the phone
If the past year showed us anything, it’s that Medicare producers can operate effectively in a virtual environment. But for many brokers in the field, success has been achieved only after a lot of trial and error. And, of course, for others, the path is still a ‘work in progress’.
Whether you are new to virtual selling or have been honing your skills for years, we can help you define and/or refine your skills to ensure you survive and thrive in a virtual world.
Join Victoria Bailey, GarityAdvantage’s National VP of Sales, as she guides you through a step-by-step process that 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
GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We approach our role with brokers a bit differently than our competitors – as we provide local market teams to work with you side-by-side to ensure you succeed. This allows us to actively develop targeted lead programs and local market opportunities to help you prospect and sell as well as deliver personalized training, ongoing marketing support and co-op funding to support your specific needs. We also offer the latest tech tools to help manage your business including efficient lead calling tools, agent dashboard, CRM and our Medicare-Select-a-Plan virtual quote and enrollment platform. Rounding out our support is a back office team helping you every step of the way with contracting, commissions, enrollments and compliance. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Call us today to learn more!
