If you attended one of our Medicare & Senior Market Expos this month, you learned how essential cross selling is to building your business and serving your clients. You heard from Jane Feit, Ancillary Products Manager (how did you fare during her trivia game?), the Carrier Representatives, and the experienced broker panel who all promoted the practice of cross selling.
If you didn\’t attend, here\’s a recap!
Bring up the products to your clients! Even if they don\’t want to purchase at that first appointment, you have introduced the idea and the need.
Use the Generic Scope of Appointment Form to compliantly discuss Hospital Indemnity, Dental & Vision during your Medicare Advantage Appointments. You can download the Generic SoA at our Cross Selling Strategies site.
Use the tools in our Cross Selling Strategies Selling System
Must Have Products for Your Portfolio
There are many valuable products to offer your clients, but we suggest getting contracted with these essential carriers first.
Don’t forget the Garity 4th Quarter Cross-Selling Challenge is still ON until the end of the year!
Who is in the running to earn our $100 incentive??? There are quite a few vying for the prize – and, in fact, some agents are killing it!
Ed in CT – went like gangbusters throughout AEP and sold 20 GTL Hospital Indemnity Plans to 20 Medicare Advantage Clients – he is already at a $200 bonus… can he make it to $300? Plus, he’ll be earning additional bonuses and rewards from carriers – GTL, Anthem, and AARP
John in Maine – doubled his sales by adding 11 Ameritas Dental Plans to 11 of his new Medicare Advantage Plan sales – $100 Bonus
Louise in Virginia – contacted all of her existing clients last fall about final expense, and sold 10 Americo Final Expense Cases to her existing Med Supp Clients. 10 Cross Sold Cases – – $100 Bonus!
Mike in Massachusetts – Caught the GTL Wave and sold 22 Hospital Indemnity Plans to 22 Medicare Advantage clients! Earned big bucks from GTL and Garity! $200 Garity Bonus Plus $550 from GTL = $750 total
There is still time to earn your
$100+ Cross-Selling Bonus
Get Started Today!
Did you know, December is Med Supp Month! Circle back and cross-sell ancillary product.