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Congratulations!

Congratulations! You’ve nearly completed our course “Closing Short-Term Medical Sales”. now it’s time to test your knowledge on what you’ve learned about the opportunities with short-term medical sales, asking the right questions, closing...

Knowing When to Schedule a Term Review

Depending on the plan and if there is a termination date, term reviews should be scheduled a few months before that termination date so that next steps can be discussed and a new plan of action put in place so that coverage is ready upon that plan’s termination...

Knowing When to Reconnect

Knowing when to follow up with your clients is key to creating loyal clients. Follow ups should be at minimum the following times.  After the sale to ensure all plan information and needs are competed and the client is ready to use their benefits  A month later to...

When & Why You Should Follow Up

Once the sale is complete you should always follow up immediately to make sure they have received everything they need and you can help answer any questions that may have. Once the initial touchpoint is made you should reach out every few months to insure they are...