Presentation on theme: "Clay Peek www.peekperformanceinsurance.com 864-228-2635 office."— Presentation transcript:
Clay Peek office
Ok, now you understand the opportunity … You “Get It” … but you haven’t taken sufficient action to “get into the game” yet. Right? Confused? I understand – there are a few “Moving Parts” to deal with! There are a lot of steps, tools and training to access, so … Let’s check off a few boxes …
Now that the dawn of opportunity has shined upon you … you’ve awakened to the this new market! The first steps are: A. Contracting B. Certification C. Access the Tools D. Do the Training
Do you know which products you need to sell? Have you completed the “surancebay” electronic links for contracting online? Have you completed the “paper” contracts? Have you sent in a current E/O cert, your state “resident” license (and/or non resident licenses) and a void check? NOTHING HAPPENS UNTIL YOU DO! Do you need to get E/O, non resident appointment licenses, agency licensing? Terri Schlarb can help!
Have you watched the “IPAD/Laptop Technology Overview” webinar on our home page? Do you want to “Combo Sell?” Do you realize the movie theater makes more on the Popcorn, Diet Coke and Candy sales than they do on movie tickets? Want to sell more & make more? …
Go to the “contracting” link on the home page, and see #5 Sign and return the PPI Tech Agreement Click on the link to “Request Technology Tool” It will take a few days – then you can access the quoting and combo selling tools
CMS cert is required – and we require a copy of the completed cert. 2 parts –Course/Test & ID Some health companies have a separate cert training specific to (and in addition to) the CMS class For Example: BCBS/Blue Choice of SC, Consumer’s Choice DO have a cert For Example: Humana One and Coventry One does not
YOU have to drive this process. Save your password and login Send us copies of completed certs BUT – before you do the CMS cert – you should watch our “Health Reform 101” class Katey Gray for access to “Advanced Health Reform Training” – if you’re fully appointed Have ALL documents open – printed! 2 chances! Use for questions!
Go to “The Health Reform Site” “Register” and create your own password and login if you’ve done all of the contracting & returned the PPI Tech Agreement … and then request access to the “Advanced Training” portion of “The Health Reform Site.” Once she verifies that you’ve done all of the required contracting – then, your already established password/login will allow you into the secured site.
MARKETING! – Here, you’ll learn how to sell 25 – 50 apps a week (some of the “Secret Sauce”) You’ll learn how to sell individual health to groups that Do or Do Not have a health plan (more of the “Secret Sauce”) Ancillary plan overview State specific training 3 rd Party Administration (TPA) tools/training
The Backbone of our “Combo” sales are: Assurity Life – SI Critical Illness American General – Accidental Injury Central United Life/CUL – GI “Gap” Plan (These 3 are on the quoting software) Other Ancillary Plans you’ll want are: Americo – Quick to Issue & Pay Term Life SLAICO – SI Limited Health Plans (& huge portfolio of products) Medico – Dental/Vision/Hearing DVH Plans (and more)
You’ll find some health plan specific data to help you sell. Maps, brochures, rates, certification info, home office access info, etc. Watch the Ancillary plan specific webinars These plans provide great value for your clients! They also provide you with cash flow!
Once you’re appointed, certified, trained… GO! Launch your marketing! How? Get a legal pad … and … Start talking with your FRAN’s Friends, Relatives, Associates, Neighbors, church or acquaintances, etc. Build a big block of people to see, once you’re contracted, certified, and ready to sell Get appointments pre set for your personal sales launch!
Once you have your licensing, cert, training and tools complete – start selling! Go to the 25 people you’ve set up for your initial appointments … Start the process of enrollment with them They’ll be patient with you as you “crawl” through the initial stages of the learning curve. ASK for REFERRALS – they’ll give them gladly!
Get through the process! You’ll learn “how to enroll” on the healthcare.gov or insurance company websites The more you do it, the better you get. Your 2 nd and 3 rd layer of referrals will come to you quickly Your phone will start to ring! They’ll start coming to you!
Soon you will become very confident with the enrollment process – and it will be easy for you! You’ll be a “Health Reform” Pro! Then you’ll feel very confident in “walking and talking” to those you don’t know.
OEP – Until March 31, Sell to those without health plans! LOCK IN/OUT … April 1 – Nov 15, you can only market to those who qualify for an SEP. (Group Health Plan) AEP Nov 15 – Jan 15 Reopens sales to those without insurance STACK prospects during Lock Out for the coming AEP! Get lined up!
Next … with additional training, you’ll feel confident to start the biggest opportunity of all … marketing to groups. These courses will help: Marketing to groups without insurance Marketing to groups with health insurance/Are Benefits Beneficial?! Live Class & Webinar in late March/April Prepare for April 1Selling!!
Awaken – contracting, certification, tools and training Premarketing – set up appointments – legal pad Crawl – sell to those you know Walk – confidently market broadly Run – GROUP marketing – ALL YEAR LONG STACK - AEP and beyond. STACK sales for Nov 15 – Jan 1, 2015
This is your new beginning This is your big chance Let PEEK PERFORMANCE help make this the opportunity of a lifetime. Your office is your enemy! Training is from 5-9 (Nights & Weekends!) Working is for 9-5