MEDICARE AGENCIES
Grow Your Agency, Not Your Stress Level
Reduce Overwhelm with a Turnkey Sales Onboarding and Development Program
ONBOARD NEW AGENTS QUICKLY
ATTRACT AN RETAIN GREAT TALENT
REDUCE POLICY CANCELATIONS
THE CHALLENGE
Reduce the Overwhelm
Running a Medicare agency can feel overwhelming, with the demands of onboarding and training agents while staying updated on policy changes. You must also guide your teams and maintain performance, making it feel like you are always juggling multiple high-stakes priorities.
You want to be excited about adding new people to your team. You know they need support, but adding onboarding and training to your already full schedule feels overwhelming.
THE SOLUTION
Partner With Selling From the Heart For Agent and Broker Development
Welcome to Selling Insurance From the Heart, where we specialize in helping Medicare agencies like yours achieve unparalleled growth without the stress and overwhelm. Our comprehensive turnkey sales development program is designed to provide everything you need for success, from onboarding and training to ongoing motivation and support.
ONBOARD
Get new reps confident and productive in the first 100 days.
DEVELOP
Build essential sales skills: Prospecting, Selling, and Client Management.
MOTIVATE
Keep your team engaged in every season of the Medicare year.
The Trust Formula
Our training centers on building trust with prospects and clients.
ONBOARD
Get new agents and brokers up to speed quickly and efficiently. Through a streamlined process, we provide comprehensive training that covers all essential aspects of Medicare sales.
5-Day Fast Start
Get a fast-start with a 5 day onboarding course enhanced with 90 days of group coaching. Get essential knowledge about Medicare blended with sales skills like how to run a first appointment.
8-Week Group Coaching
Over the next 8 weeks your reps get coached in weekly live-group sessions with immediate action items. Throughout the week they can interact with guides in a private social network.
Your Agency Content
Add in e-learning courses to host agency-specific content related to onboarding, vision, policies and procedures, and other items you want to include.
How You Benefit
Accelerated Readiness
Our streamlined process quickly equips new agents and brokers with the essential knowledge and skills, reducing downtime and enabling faster productivity.Expert Training
Led by industry veterans, our comprehensive training sessions ensure that new team members receive top-tier education and practical insights into Medicare sales.Tailored Onboarding Plans
Customized to fit the unique needs of your agency, our onboarding plans ensure that every new hire is prepared to meet your specific business goals and standards.Boosted Confidence
By providing thorough training and support, ONBOARD helps new agents and brokers build confidence in their abilities, leading to higher job satisfaction and performance.Seamless Integration
This program ensures a smooth transition for new hires, helping them integrate into your team effortlessly and start contributing to your agency’s success from day one.
DEVELOP
Enhance the skills and capabilities of your existing team to ensure continuous growth and excellence. Through advanced training sessions, ongoing education, and skill-building workshops, we provide agents and brokers with the tools they need to excel in a competitive market.
LIVE COACHING
Participants master new skills over 12 weekly sessions with bite-size chunks of learning combined with immediate application.
Prospecting
Discover effective and compliant ways to prospect by building authentic relationships with influencers and engaging effectively in community events.
Selling
Develop skills to drive more effective sales conversations in a way that builds trust while helping ensure the client gets the best coverage for their personal needs.
Client Management
Create a client management plan that ensures satisfaction and boosts renewals.
SELF-PACED LEARNING
Sales professionals can complete short online courses with job-aids to help them boost their effectiveness.
E-Courses
The Initial Meeting
Tabletop Event Strategies
Using the Medicare Handbook
Objection Handling
Social Media Strategies
After the Sale
Staying Positive
Healthy Work Habits
Overcoming Fear
Job Aids
Meeting Guide
Tabletop Planner
Post-Sale Experience Planner
Weekly Planner
MOTIVATE
Keep your team inspired and driven to achieve their best. We understand that maintaining high levels of motivation is crucial for sustained success and performance. Through personalized coaching, regular motivational workshops, and a supportive community, we ensure that your agents and brokers remain enthusiastic and committed to their goals.
Private Agency Podcast
Keep your reps focused on on the cutting edge with a weekly sales tips podcast branded to your agency. Podcast episodes will be private, only accessible to your agents and brokers.
Online Community
Build community inside a private social network where your agents and brokers can encourage each other and get answers to their questions. We keep the conversation alive with motivational sales content.
Created and Delivered By Industry Professionals
With deep industry experience, our licensed team has experience training and coaching thousands of successful insurance sales professionals.
Ben St. Clair
Following over 20 years of training development and delivery for Humana, Ben now guides the content for the Selling Insurance From the Heart team.
Jackie Joy
With over a decade of sales leadership and coaching experience, Jackie brings her heart to training sales professionals and coaching leaders.
Larry Levine
As the author of Selling From the Heart and Selling in a Post-Trust World, Larry has delivered training to teams at Wellcare and Humana.
What People Are Saying
"The information you brought was absolutely a game changer. We are all better agents because of our time together."
"Each session has been “bite size”, builds on the previous session momentum and has focused on actionable steps.
At the core of it all has been the genuine, authentic approach to meaningful conversation to start a partnership.
This all aligns so well with our mission and values, but also with my personal beliefs.
"You asked if the training would help my team each have “one” more sale.
I’m happy to let you know that we are the top team in our market so far as we begin our annual enrollment period.
I also believe they will continue with this momentum as we finish out this year.
You made a difference."
"You asked if the training would help my team each have “one” more sale.
I’m happy to let you know that we are the top team in our market so far as we begin our annual enrollment period.
I also believe they will continue with this momentum as we finish out this year.
You made a difference."
"You asked if the training would help my team each have “one” more sale.
I’m happy to let you know that we are the top team in our market so far as we begin our annual enrollment period.
I also believe they will continue with this momentum as we finish out this year.
You made a difference."
"I want to send a special thanks for all of the time and effort you put in, to helping us develop into something more than just 'Sales People.'"
Get Started
Let us help your sales team flourish!
Schedule a time for a confidential conversation.
