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You don't need a complex rollout to begin. Most teams start with a simple conversation, then build from there.

By aligning your team early and reinforcing the message over time, you can prepare your producers to incorporate Accident Insurance naturally.

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Most agencies take a simple approach.

They begin by introducing the opportunity to their team. Then they start the contracting process to ensure everything is in place early. Next, they make sure producers understand how to use it. Finally, they reinforce the message as AEP gets closer.

 
1. Announce the Opportunity


2. Start Contracting


3. Train you Producers


4. Reinforce

Announce the Opportunity

Many agencies introduce this during a team meeting or quick check-in ahead of AEP by showing producers how Accident Insurance fits naturally into the enrollment conversations they’re already having.

How to Introduce This to Your Team 
You might frame it like this:

  • During ACA enrollments, many clients choose plans with higher deductibles and out-of-pocket exposure

  • Accident Insurance gives you a simple way to help those clients plan for unexpected medical costs

  • This can be introduced as part of the same conversation, without changing your current enrollment process or slowing down production

  • It also creates an opportunity to increase revenue from each enrollment you’re already completing

Key Points to Share with Your Team

  • This fits naturally into ACA enrollment conversations

  • It can help increase revenue per enrollment

  • It supports a more complete conversation with clients

Announcement Tools

Partner Kit

Newsletter, email and social posts to reinforce messaging

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Sales Ideas

Introduce Supplemental Insurance during ACA conversations

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Case Study

Example of how this approach is working in practice

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Start Contracting

Starting early gives your team time to get comfortable with the approach before peak enrollment activity begins.

Once your team is aligned on the approach, the next step is to begin the contracting process so everything is in place ahead of AEP.

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Train your Producers

The easiest way to introduce this approach is during a short team meeting. This guide walks through the key points in a simple, structured way, so you can explain how Accident Insurance fits into ACA enrollment conversations and how your team can begin using it right away.  This guide is designed for a 10–15 minute discussion.  

Partner Endorsement Tone

Reinforce the Message

As AEP approaches, simple reminders can help keep this approach visible for your team.