Agent Builder Virtual Course

The class consists of 6 Modules:
  • Module 1:
    • Original Medicare
      • A &B&D
      • Understanding where the gaps are
      • Explanation of A&B
  • Module 2:
    • Types of coverage
      • Advantage plan
      • Med Supp
      • Part D
      • Full Medicare 101 Presentation practice
      • Case studies
  • Module 3:
    • Rules and regulations
      • Phone recordings
      • Scope of Appointment
      • Sales seminar
      • Education seminar
      • Business reply cards
      • Cold calling techniques
      • Case studies
  • Module 4:
    • What is your Why?
      • How does this fit into your business profile
      • How to market your why
      • Who do you help
      • How do you explain yourself to a client
      • Creating your Center of Influence
        • Referral sourcing
      • Case studies
  • Module 5:
    • Marketing yourself and sales skills
      • What sets you apart
      • Probing questions
        • Open vs. Closed
      • Listening and reacting
      • Case studies
  • Module 6:
    • Growing your business
      • Goal setting
      • 7 step strategies
      • Tactics and execution
      • Case studies
  • Certification:
    • “Stem to Stern”
      • 1 on 1 meeting with myself where we roleplay an entire Medicare appointment.
Through out the class we work on our elevator speech, creating a critical abundance file, Medicare 101 presentation, and how to use the quoting systems with a needs analysis. Each time we meet, we will be discussing what was covered in the module for that week.