Medicare Sales and Marketing support for independent agents and agencies    Learn more 

Confidential Needs Assessment

NCC's exclusive needs assessment form puts all of the information you need into one document.

  • Medicare coverage, life insurance and other coverage
  • Doctors, specialists and preferred pharmacy
  • Income and Assets
  • Long term care assessment
  • Referrals

We'll also give you two of our other free guides: 

  • Downloading Objections Over the Phone
  • The 15 Habits of Highly Effective Agents.