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Training & Sales Tools

Assurity provides everything you need to train your team and introduce Accident Insurance and Quick Issue Critical Illness Insurance during their enrollment conversations. These tools help your producers apply the approach quickly and increase revenue per enrollment.

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How This Fits into ACA Conversations

This approach builds on the conversations your producers are already having.

  • Accident Insurance can be introduced when discussing deductibles, out-of-pocket costs or unexpected medical expenses.

  • Quick Issue Critical Illness Insurance can be introduced when discussing major health events or a family history of serious illness.

Where it Fits

  • After ACA plan selection

  • When reviewing deductibles and out-of-pocket costs

  • When clients ask about financial protection

What to Keep in Mind

  • ACA enrollment remains the primary focus

  • This is an extension of the same conversation

  • It fits naturally into the enrollment flow without adding time or complexity to the conversation

Training Materials

Use these materials to educate your team and provide quick refreshers for the enrollment period.

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Training Deck 

An overview to train your team on how supplemental insurance fits into their conversations.

 

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Accident Objection Handling Guide

Answers to common objections and questions about Accident Insurance.

Spanish

 

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Quick Issue CI Objection Handling Guide

Answers to common objections and questions about Quick Issue CI.

Spanish

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Accident Sales Idea

for Foreign Residents

Get a practical look at how Accident Insurance can supplement ACA coverage.

Spanish

 

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Accident Sales Idea

for ACA Conversations

See how Accident Insurance can be a simple way to add enrollment revenue.df

 

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Quick Issue CI
Sales Idea 

Help Fill the HSA Gap

Help clients with high-deductible health plans cover rising health costs with an affordable solution. 

Spanish

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Quick Issue CI
Sales Idea

Bridge the Elimination Period

Learn how Quick Issue CI can step in to cover expenses before disability insurance begins paying benefits.

Spanish

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Coverage Gap Talk Tracks

Find the right questions and topics to transition the conversation to supplemental coverage.asdf

 

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Bundling Guide

Quick reference for which supplemental products to recommend.

 

 

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Quick Issue CI Prequalification Flyer

Find out whether clients are eligible for coverage before applying.

 

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Foreign Resident Guidelines

Ensure foreign resident clients are eligible for Accident and Quick Issue CI coverage. 

 

Product Details
Coverage details, benefits and product information.

Quote & Apply

Access quoting tools and application resources.


Underwriting Guidelines
Eligibility, underwriting requirements, and supporting information.

Training Deck

An overview to train your team on how supplemental insurance fits into their conversations.

Download the Deck

FAQs

Answers to common questions about coverage and supplemental insurance.

Download the PDF

Sales Tools

Materials designed as quick reference guides for enrollment conversations.

Download PDF

Reinforce the Message

These short videos can be used as quick refreshers or shared with your team.

Next Step

Once your team is comfortable introducing supplemental insurance, make sure the contracting process is underway so everything is in place during OEP.

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