In this insightful webinar segment, CoachG shares his step-by-step approach to selling Medicare plans by adopting a doctor-patient relationship with clients. Using a detailed fact-finder, he explains how asking the right questions, gathering information, and making clients feel valued creates trust and simplifies the sales process.
CoachG also dives into the importance of pre-educating clients with webinars and videos to shorten appointment times and make agents more efficient. Want the full system? Explore more through CoachG’s Coach’s Office program for comprehensive resources and training.
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Key Topics Covered:
- Doctor-Patient Dynamic: Treating clients like patients to build trust and gather critical information.
- Fact Finder Usage: Using a structured checklist to guide conversations and uncover client needs.
- Pre-Education Strategy: How webinars and videos prepare clients for shorter, more productive sales appointments.
- Cross-Selling Simplified: Introducing ancillary products like cancer, heart attack, and stroke coverage at the right time.
- Small, Medium, Large Packages: Presenting options clearly to help clients make informed decisions without confusion.
These elements highlight the actionable strategies discussed in the webinar and direct viewers toward further learning opportunities through the Coach’s Office program. Don’t forget to subscribe for more helpful business scaling tips!
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Therapy Gecko
An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.