AEP Cross-selling & Client Needs Assessment
July 17, 2024
MedicareCENTER helps agents recognize cross-selling opportunities which ultimately builds client trust, retention, and sales. Get tips on managing ancillary sales with client tags, learn about the importance of using a Client Needs Assessment at the beginning of a client appointment and how to use the Medicare Advantage and Hospital Indemnity Fill the Gaps cross-selling tool.
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