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Video: 5 Things to Do During Every Appointment

Our monthly agent Town Halls are a great way to network with fellow agents online, but they’re also informative events. Our team puts together timely information each month to help you sell more Medicare policies and keep your business growing.

At our most recent town hall, for example, NCC’s Courtney Vidas detailed 5 things you can do at every appointment to ensure success. Watch an excerpt of this portion of the Town Hall below:

5 Things to Make All Your Appointments Successful

  • Introduce yourself and explain your purpose.
  • Get to know the client and build rapport.
  • Set expectations for the meeting and ensure you cover all the client’s concerns and questions.
  • Complete a Medicare needs assessment.
  • Educate your client on their options and the benefits of the available plans.

NCC’s Town Halls take place on the last business day of each month. Sign up for the next Town Hall on our Medicare Training Webinars page.

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