AEP Cross-selling & Client Needs Assessment

Jul
17
Wednesday
10:00 am
11:00 am
CST

MedicareCENTER helps agents recognize cross-selling opportunities which ultimately builds client trust, retention, and sales. Get tips on managing ancillary sales with client tags, learn about the importance of using a Client Needs Assessment at the beginning of a client appointment and how to use the Medicare Advantage and Hospital Indemnity Fill the Gaps cross-selling tool.

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AEP Cross-selling & Client Needs Assessment