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Training & Sales Tools

Everything you need to train your team and introduce Accident 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.

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 prepare your team now and provide quick refreshers throughout the enrollment period.

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

Product & Quoting Resources

Product Details
Coverage details, benefits, and product information.

Quote & Apply
Access quoting tools and application resources.

Marketing Materials
Client-facing materials and product resources.

Underwriting Guidelines
Eligibility, underwriting requirements, and supporting information.

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Reinforce the Message

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

Next Step

Once your team is comfortable with how to introduce Accident Insurance, make sure the contracting process is underway so everything is in place ahead of AEP.

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