How To Sell Supplemental Products

How To Sell Ancillary Products?

Supplemental Product Training Including Short Term, Dental, Vision, And Private Insurance

This sales guide goes over all the steps and processes to sell and enroll clients into a Supplemental plan.

Getting Started

Download Sales Process Flow Training

Get Your Ancillary Training Guide

Get the BenaVest Ancillary Training Presentation below. Download Sales Process Flow Training

Before You Start Selling…

Prioritize the process of contracting with Ancillary carriers before engaging in any plan sales to ensure a smooth and compliant selling experience. Ancillary Contracting

Sales Process Flow

Below, you will find a concise summary outlining the functioning of the Sales Process Flow. By adhering to this process, new agents can progress from the initial Ancillary Training to becoming fully trained Ancillary Sales Agents. Embracing this systematic approach empowers agents to navigate their training journey effectively, acquiring the knowledge and skills necessary to excel in selling Ancillary plans. Download Sales Process Flow Training

Get To Know Your Client

✓ Fill Out Client Intake Form and Gather Information
✓ This can help you determine what type of insurance they need whether it be Health, Dental, or Vision.

Process Quote and Go Over Plans

✓ Process A Quote On Whatever Carrier You Land On
✓ View Plans and Prices
✓ Cover Lowest Priced Option,
✓ Then Cover More Coverage Options

Questions To Ask Client

✓ What are you looking for?
✓ Do you need dental?
✓ Do you have a high deductible health plan?
✓ Do you need vision insurance?

New To Ancillary Sales?

To access the complimentary Ancillary sales guide, refer to the infographic below. This comprehensive resource outlines all the essential steps required to establish a strong foundation of Ancillary sales knowledge, ensuring that you are on the right track. By utilizing this guide, you will gain a clear understanding of the necessary actions to take, enabling you to navigate the world of Ancillary sales with confidence and expertise.

Contract With BenaVest Supplemental

BenaVest offers a comprehensive selection of top-tier carriers on a national scale. Our dedicated assistance ensures that you can establish contracts with the most competitive carriers available in your specific region.
Request Contracting