Now that you have wrapped up AEP, it’s time to circle back to your clients and set up appointments to review how their Medicare plan is working for them. It’s also the ideal time to dig a little deeper to identify what other needs they may have. It’s an opportunity to let your clients know the full scope of products you offer.
Cross-Selling for Medicare Agents: Life Insurance, Annuities, and Ancillary Products
Posted by
WAP Team on 1/19/23 10:01 AM
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Topics: insurance cross selling, cross-selling