Resources

We offer a selection of resources to help you stay up to date on the latest in health insurance marketing and technology. These documents will provide you with an in-depth analysis of topics in the health care marketplace.

Sales Call Survival Guide

Checklist

Before you start connecting with your prospects, take a look at our insurance sales call survival guide. It’s packed with tips, techniques, and how-to’s to help you win big with...

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Health Insurance Proposal Checklist

Checklist

If you want to sell more insurance policies, you need to put together great proposals. That's why we've put together this 10-step checklist to help you create professional proposals...

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Health Insurance Software: Build or Buy Checklist

Checklist

There’s a lot of information to consider when deciding to implement new insurance software. Use our FREE checklist to stay informed, organized, and on task.

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Phone Prospecting Checklist for Insurance Agents

Checklist

Set yourself up for success and improve your prospecting skills with with our insurance agent phone prospecting checklist.

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