White board

[axeman462]

This is a bit of a ridiculous question but does anyone use a big white board when explaining Medicare to their clients? I feel like I think better and can explain it better while writing it down. I was thinking of getting one of those big white boards on wheels that is 2 sided and you can flip it over.

Even if everyone says no I might just do it anyway, but I'm curious to hear peoples thoughts on it. Especially if you have tried it.

How do you plan to bring a giant white board into a customer's house?

 

[somarco]

normally one does not talk to the board, you face the clients while you talk except when you put main points on the board

This . . .

 

[somarco]

bring a giant white board into a customer's house?

Ask permission first, the encourage them to help you bring it in and set it up.

This encourages participation . . .

 

[GoPokes]

I think a white board is great. You could use a chalkboard. You could use a pen an paper. I suppose it's worth pointing out that the layout could help deter from "talking" to the white board.

Imagine a seating arrangement with yourself, the prospect, and white board in a triangular (not linear) arrangement, where the white board is in between you. So you are both able to look at each other and the board.

Just try not to overthink it. You are the expert, and they are looking for expert guidance. Show the problem, and show the solution. Ultimately, they are sizing you up... is this guy trustworthy, does he know his stuff, is he offering me all of my options?

Last summer I met the guy in those videos, and he was really a great down to earth person. He said he was a preacher before he was an agent.

 

[somarco]

he was a preacher before he was an agent.

Seems plausible

 

[Medicare bro]

I do a Medicare 101, then tell my clients to go up to the whiteboard and teach me what they just learned.

 

[sbg_ben]

Thanks for all the responses. I should have mentioned that what I do now is pass out a one page flyer that I took from UHC that had part a and b on the top and then underneath it has "option 1" and shows a medigap and drug card, and "option 2" which shows an advantage plan. Then I go over the pros and cons of both. Then I have another handout that lists the difference between plan G and N. Then they get quotes for both of those with different carriers.

During all that, I write a bunch of notes on the pages and then copy them and give them to the client, keep the original to help me remember what we talked about and scan it into my CRM. This seems to work well and there haven't been many people I've met with over the years that haven't used me as their agent so it has been effective so far.

I know I have given a balanced presentation when people don't know if medigap or advantage is better. That causes them to really think critically and make a good decision on which one is right for them. Obviously, there are times when the choice becomes so obvious that you don't need that step.

That's what works for me, just figured I'd share in case any new agents ready this stuff.

 

[Dave G]

Someone dragging a white board into my house would look silly to me. Prior to laptops, I used a special 3-ring binder with my presentations printed out and in plastic sleeves. It could be set up open on the horizontal for easy viewing. Anything else went on a yellow legal pad. At the end of the appointment, I summarized key points, including "next steps" and left that with the client. A good presentation should appeal to both ways people learn....by hearing and visually.

 

[sbg_ben]

Someone dragging a white board into my house would look silly to me. Prior to laptops, I used a special 3-ring binder with my presentations printed out and in plastic sleeves. It could be set up open on the horizontal for easy viewing. Anything else went on a yellow legal pad. At the end of the appointment, I summarized key points, including "next steps" and left that with the client. A good presentation should appeal to both ways people learn....by hearing and visually.

I don't go to peoples house usually so I was talking about a white board in the office, whoever mentioned that was probably joking around