Helping independent agents put their business in front of clients and prospects
Get personalized materials with your name, brand, and contact information.
Your clients won't know everything you offer unless you show them. Start with this piece.
Medicare
Sales aid
Under 65
Most health plans won't work when your clients travel outside the service area. Explain the difference here.
Employer group
A mailer designed to encourage your clients to keep their plan during an annual policy review.
Mailer
A mailer designed to encourage your clients to evaluate their plan during an annual policy review
Members can't use their benefits if they don't know what they mean. Educate with this tool.
Education
Help your groups see their renewals, alternative options, and more with this template.
Help your HSA-eligible clients make the most of their Health Savings Accounts.
Flyer
Offset your clients' deductibles for critical accidents with these products.
1 in 3 Americans will be diagnosed with cancer. Help your clients focus on recovery with these policies.
Prompt your clients to give you their contact information so you can get the ball rolling after your educational or marketing events.
Help your groups see the value of a core benefit package. Then, present options to round it out.
Show your groups each of the product families you offer, and what falls under each umbrella.
Keep these in front of you at every needs assessment: that way you can be sure you ask everything you need.
Determining whether to set your client up with a dual-eligible plan can be difficult. Simplify it with this cheat sheet.
Make sure you hit everything you need with each and every U65 client with this 10-step guide.
Every piece on this page is designed to work within compliance guidelines.
We're always interested in expanding our offerings. Don't see something you want? Just ask.
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