Insurance Solutions Group Agent Training Port

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Learn the basics of being an ISG agent.

Includes:

• Becoming a New Insurance Agent
• Broker vs LOA
• Qualities of a Good Agent
• What We Look for in a Phone Call
• What’s Expected from You on the Phone

Learn how to use the platforms and tools you’ll work with daily.

Includes:

• Enroll Here
• SUNFIRE
• MEDICARE.GOV
• Different Websites
• Slack

Learn the full call process from start to finish.

Includes:

• Step 1: Phone Call Steps
• Step 2: Fact Finding
• Step 3: Reviewing the Plan
• Step 4: The Close
• Step 5: Hospital Plan
• Step 6: Referrals
• Information Saved After the Call
• Call Flow
•  Audio Call Examples – Real ISG Sales Calls 

Build confidence and improve your sales performance.

Includes:

• Warm Up in Sales Presentation
• Overcoming Objections
• Closing and Presenting the Sale
• Closing Skills
• Sale and How to Do Sales
• Process of the Sale
• Sale and After the Sale
• Closing Skill
  

Understand the insurance products you’ll be explaining to clients.

Includes:

• Basics of Medicare
• Medicare Supplements
• Advantage vs Supplement
• Medicaid & LIS
• Chronic Plans
• Hospital Indemnity
• Underwriting
• Plan Changes
• MIPD vs MIA
• Special Needs Approval
• Core Plan Vs Dual Plan
• Medicaid
• Question Supplement or Medicare Advantage
• How Medicare Works

Learn how to work with each carrier.

Includes:

• HUMANA
• UNITED HEALTHCARE
• AETNA
• ANTHEM
• CIGNA
• WELLCARE
• CareSource

Use approved scripts and training presentations.

Includes:

• SCRIPTS
• Medicare Seminars
• Miscellaneous Training Material
   

Learn how to find clients and keep them long-term.

Includes:

• Different Lead Sources
• FB Leads
• Different Types of Insurance Leads.
• Schedule Appointments
• Retention & Referrals
• Keeping Clients
• Weekly Goals & Retention
• Leads
   

Prepare for growth and peak seasons.

Includes:

• AEP
• Goals for AEP
• Picking a Plan
• Scope of Appointment
• Retirement
• How to Pick the Best Plan