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So this is my first medicare season, and I have tried out a few of the leads just to get a feel for what it is im trying to do. What im having trouble with is determining if it really is advantageous to enroll a client with an advantage plan opposed to a supplement. Is there a general rule of thumb for figuring out where you put what client? excluding the obvious reasons? I talk to a client who has part A and B and I feel like I have no idea where to go from there? im very green behind the ears when it comes to medicare.
Also, when it comes to going into the application portion, I understand its not a sale, nor can you use sale tactics or pressure to obtain a sale. With that being said, what do you do to successfully transition from explaining policies to actually getting the client to start an application?
Also, when it comes to going into the application portion, I understand its not a sale, nor can you use sale tactics or pressure to obtain a sale. With that being said, what do you do to successfully transition from explaining policies to actually getting the client to start an application?