Surviving AEP and Life Tips

Surviving AEP means starting with the right frame of mind. We cover agency improvements and important reminders.
See this internal office meeting video below:

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When to Cross Sell and When Not to Cross Sell

I'm often asked, “WHEN is the best time to ask your client, or potential client, about other products that they may be interested in?”

Yes, there are plenty of things that your clients may eventually want to purchase, but the best thing to do is to first make them a client, preferably by saving them money. Then, and only then, talk about cross selling other products to your Medicare Supplement client.

Also see this related post: https://medicareagenttraining.com/where-to-focus-the-riches-are-in-the-niches/

 

 

Medico Webinar on Cross Selling

Today's webinar held by Medico covers the Skilled Nursing Care benefit within original Medicare and why a senior needs additional coverage on top of what Medicare covers. This webinar was focused on how to cross sell other products to your…

     


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