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

Align your team and reinforce the message throughout OEP so producers can naturally incorporate Accident Insurance or Quick Issue Critical Illness Insurance into client conversations.

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Most agencies take a simple approach.

They begin by introducing the opportunity to their team. Then they ensure they’ve completed the contracting process. Next, they train producers on the opportunity and how to best introduce supplemental insurance. Finally, they reinforce the message throughout OEP.

 
1. Announce the Opportunity


2. Start Contracting


3. Train your Producers


4. Reinforce the Message

 Announce the Opportunity

Many agencies introduce this during a team meeting or quick check-in by showing producers how Accident Insurance and Quick Issue Critical Illness Insurance fit 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

  • And Quick Issue Critical Illness Insurance can help fill gaps related to large health events, like treatment and lost income

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

  • They also create an opportunity to increase revenue from each enrollment you’re already completing.

Key Points to Share with Your Team

  • These fit naturally into ACA enrollment conversations

  • They can help increase revenue per enrollment

  • They support a more complete conversation with clients

Announcement Tools

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Partner Kit

Newsletters, emails and social posts to reinforce messaging

 

 

 

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Opportunity Presentation

Use with the Opportunity Guide to explain how supplemental insurance fits into ACA conversations.

 

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Opportunity Guide

Use with the Opportunity Presentation to explain how supplemental insurance fits into ACA conversations.

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Case Study

Example of how this approach works with Accident Insurance.

Spanish

 

Partner Kit

Newsletter, email and social posts to reinforce messaging

Sales Ideas

Introduce Supplemental Insurance during ACA conversations

Sales Idea (Spanish)

Case Study

Example of how this approach is working in practice

Case Study (Spanish)

FAQ Guide

FAQ Guide (Spanish)

  Start Contracting

Start as soon as you can so your team has time to get comfortable with the approach during OEP.

Once your team is aligned on the approach, the next step is to begin the contracting process.

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 Train your Producers

Use this deck to lead a short team training on how to introduce Accident Insurance and Quick Issue Critical Illness Insurance during ACA enrollment conversations. It provides key talking points and a structured approach producers can begin using right away. Designed for a 10–15-minute session.

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 Reinforce the Message

Simple reminders can help keep this approach visible for your team.