The fourth quarter of the year is a busy time for insurance professionals as the annual enrollment period (AEP) and Open Enrollment Period (OEP) take place. This time of the year is spent meeting with as many clients as possible and sometimes agents get tunnel vision and miss new opportunities. Don’t let that happen to you. Here are three ideas to help you have a successful 4th quarter.
Continue Learning – If you didn’t have an opportunity to learn how to incorporate ancillary sales in either the over 65 or under 65 market or need a refresher... don’t worry. Training opportunities are still available. Spending 30 minutes learning a new concept might help increase your revenue per client, which is worth the time investment.
Evaluate Your Meetings – If you are having issues closing the ancillary sale don’t give up. Evaluate the objections and write down how you will respond the next time. Practice your response with a co-worker, family member or in the mirror, so you are comfortable in the next meeting. If you still experience issues reach out to your Surebridge Sales Director for additional ideas.
Watch an Expert – Do you know an agent that is having success selling ancillary products? Ask them to let you sit in on a meeting. Watching someone sell ancillary products in person is a great way to learn and replicate something that is already working.
Event DetailsJoin the CareValue team in welcoming Judy Gee from Humana here at the CareValue office on Tuesday, September 23 for the Humana First Looks Event!
Event DetailsFlorida Blue is excited to invite you to attend the Florida Blue Medicare Vendor Deep Dive events, where vendors will provide exclusive updates on the 2026 benefits and value propositions for supplemental benefits and programs.
Event DetailsLet’s do more, worry less, and make every day better. This open forum discussion will talk about Wellabe’s products, industry trends, and how you can prepare clients for tomorrow so they can live better today.
Event DetailsJoin the CareValue team in welcoming Judy Gee from Humana here at the CareValue office on Tuesday, September 23 for the Humana First Looks Event!
Event DetailsThis week's topic: enrollment best practices, a final rule overview, common application issues and solutions and more!
Event DetailsThis week Kris will be discussing AEP Updates. Come find out the recent news and changes that will affect agents this AEP.
Registration has closed.
Register >No registration details are available.
This event does not have a registration. Please use the calendar button below to add to your calendar, and you will be shared the meeting link.
You can also visit this page on the day of the event and a "Join Meeting" button will be visible.
This event does not have a registration. Please use the calendar button below to add to your calendar, and you will be shared the meeting link.
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Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.
Get to know us, and see how we can help you take your business to the next level.
The fourth quarter of the year is a busy time for insurance professionals as the annual enrollment period (AEP) and Open Enrollment Period (OEP) take place. This time of the year is spent meeting with as many clients as possible and sometimes agents get tunnel vision and miss new opportunities. Don’t let that happen to you. Here are three ideas to help you have a successful 4th quarter.
Continue Learning – If you didn’t have an opportunity to learn how to incorporate ancillary sales in either the over 65 or under 65 market or need a refresher... don’t worry. Training opportunities are still available. Spending 30 minutes learning a new concept might help increase your revenue per client, which is worth the time investment.
Evaluate Your Meetings – If you are having issues closing the ancillary sale don’t give up. Evaluate the objections and write down how you will respond the next time. Practice your response with a co-worker, family member or in the mirror, so you are comfortable in the next meeting. If you still experience issues reach out to your Surebridge Sales Director for additional ideas.
Watch an Expert – Do you know an agent that is having success selling ancillary products? Ask them to let you sit in on a meeting. Watching someone sell ancillary products in person is a great way to learn and replicate something that is already working.
Event DetailsJoin the CareValue team in welcoming Judy Gee from Humana here at the CareValue office on Tuesday, September 23 for the Humana First Looks Event!
Event DetailsFlorida Blue is excited to invite you to attend the Florida Blue Medicare Vendor Deep Dive events, where vendors will provide exclusive updates on the 2026 benefits and value propositions for supplemental benefits and programs.
Event DetailsLet’s do more, worry less, and make every day better. This open forum discussion will talk about Wellabe’s products, industry trends, and how you can prepare clients for tomorrow so they can live better today.
Event DetailsJoin the CareValue team in welcoming Judy Gee from Humana here at the CareValue office on Tuesday, September 23 for the Humana First Looks Event!
Event DetailsThis week's topic: enrollment best practices, a final rule overview, common application issues and solutions and more!
Event DetailsThis week Kris will be discussing AEP Updates. Come find out the recent news and changes that will affect agents this AEP.
Registration has closed.
Register >No registration details are available.
This event does not have a registration. Please use the calendar button below to add to your calendar, and you will be shared the meeting link.
You can also visit this page on the day of the event and a "Join Meeting" button will be visible.
This event does not have a registration. Please use the calendar button below to add to your calendar, and you will be shared the meeting link.
Add it to your calendar:
Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.
Get to know us, and see how we can help you take your business to the next level.
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