“Open Enrollment New Business is your

Lucas Zerbe - Director of Training

New Business during Open Enrollment brings more than just the opportunity to sell an ACA plan. It gives you an opportunity to change the way you sell. To establish a new habit studies show takes 21 days. Which means you have time before Open Enrollment to become a “BUNDLER”. Every prospect between now and November 1st is a chance for you to remake the way you sell. “Practice makes Perfect: is an old saying but very true especially in sales! Utilize the prospects you meet in these slower days to perfect your approach and establish a solid habit. 

NO MORE ORDER TAKING! (Post it on your computer!)

New Approach to my ACA Customers:
Example:

50-Year-Old Couple make 36k per year in Palm Beach

Questions to Assist:

  1. How often do you get paid? – Weekly – 
  2. What is the name of your current dentist? – I do not have one – “Let’s find you one now.”
  3. Do you have a family history of cancer or heart disease? – “Yes, Cancer runs in my mom’s family” – 
  4. Have you been to the ER or Urgent Care in the last 5 year? (What for?) – “Yes, cut my hand when I fell at work”

Quick Script Benefits Review:

“Mr. Jones your family’s new Benefit include:”

  • No charge PCP visits, $20 Specialist visit and even $3 Generic Prescriptions 
  • $10 Dental Cleanings and X-Rays twice per year with Dr White.
  • Accident Coverage in case you get hurt at work again or even at home. 
  • 20k Critical Illness coverage just in case you or your wife have any issues with Cancer or other Critical Illnesses.
  • All these benefits and your cost is only $39.59 per week.

Asking Good probing questions allows you as an agent to customize your sales presentation to the person you’re sitting with. People can say no you, but it is hard to argue with themselves so when you find out information you can specify your benefit overview to that specific individual. As you see above the probing questions used in the example allowed us to put the benefits in the customers own words. Take time to practice probing questions with family, friends, or other agents. This will allow you to become confident in your abilities when Open Enrollment begins. 

Why Bundle? There are Two Reasons:

  1. You give your customer much better protection so if anything happens, they are protected.
  2. You will double your commissions. Using the example above lets look at the commission difference.

That is more than double! Make this Open Enrollment more successful by becoming a “BUNDLER”. 

More Blog Posts

Introducing the Compass Health Smartphone App

Compass Health has just launched our very own agency app! This app will provide agents with immediate access to our Agent secured section of the website. Be informed on webinars, newsletters, bonuses, and marketing materials; check your commission statements and...

It’s not Your Employer’s Aetna

We often talk of the importance of a Quality Brand in customer’s decision to pick a Health Insurance Plan and in 2023 we will be seeing a lot more of the Big Name in 2023 with Aetna and Cigna expanding they're footprint in Florida. That may at first seem like a threat...

Tweeting all about it

It's Official; we are thrilled to be part of Twitter, our newest Social Media platform. Twitter Account We will be tweeting daily insurance news, videos, job openings, and more.  Next time you are on Twitter, follow and like us. That way, we are getting our...

The Assumptive Close

It’s interesting that over the many years of sales experience that I have had, that I have never noticed 2 people having the same techniques or approaches to closing a sale. Of course, the foundation of any sale is the qualifying which we have spoken about before. But...

Allstate Change is Official. Now what does it

The day many of us have been waiting for is finally here. National General is now Allstate Health Solutions. Now what does that mean for you as an agent? Allstate Name Recognition: The brand recognition and credibility of Allstate now is attached to some of the most...

Anticipation is Power

This quote is by Tony Robbins. Tony has been a motivational speaker for years and has worked with many famous people and corporate heads for decades. What made him a success is the way he thinks and processes information. The point of his comment is this. If a surfer...

AEP is right around the corner

The Medicare Annual Enrollment begins October 15th and ends on December 7th. The Annual Enrollment Period is an opportunity for people who are enrolled in Medicare to review and make changes to their current Medicare coverage. This opens a Great sales opportunity to...

Medicare and Smart go Together

AEP/ OE is just around the corner, and there is no better opportunity to present and bundle with Smart Cremation.  Statistically, death is 100%. That’s no Joke.  Funerals could cost upwards of $20,000. That does not even include transportation. So, if anyone...

2023 Game Plan Workshop

You are cordially invited to the 2023 Compass Health Game Plan Workshop, Thursday, September 22, 11:00 -7:00 PM at the Hobe Sound Golf Club We are excited to host this power packed event to prepare you for your best AEP & OE’s yet!This year’s Game Plan Workshop is...

Why Canada Should Pay More for Medications

Richard C. Owens - WSJ The U.S. may soon impose price controls on prescription drugs. If it does, the cost for health world-wide will be immense. American lawmakers are threatening to impose price controls on prescription drugs, and it isn’t hard to see why. We...

Call For a Free Quote