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.

Working Remote: A Guide To Virtual Selling For Insurance Agents

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With brand-name companies such as Twitter, Slack, and Shopify announcing they are moving to permanent work-at-home models, it's safe to say that working from home is quickly...

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Health Insurance Proposal Checklist

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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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Personal Health Insurance Proposal Templates

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Health Insurance proposals are a critical part of the sales process and can take a large amount of time to create for your client.  With these templates, you can streamline the...

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OEP Email Templates

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To help your company make the most out of the upcoming open enrollment period, we’ve put together four email templates that your sales team can use to engage with clients and...

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OEP and AEP Goal Setting Templates

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Insurance agents can prepare for the upcoming open enrollment and Medicare annual election periods with these goal-setting templates.

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Sales Cadence for Selling Ancillary + Email Templates

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Increase your sales by selling ancillary insurance products to the people who already trust your expertise.

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