Quoting in the Medicare Module
00:00: This guide will walk you through the process of quoting ancillaries and utilizing CPN 00:04: presentation. 00:06: Log into the CPN and select the Medicare module. 00:10: Highlight the appropriate contact on the dashboard. 00:14: Click the quote, contact tile. 00:16: Click the Medicare Center table and login. 00:18: See the Medicare Center lesson, for more information on how to quote 00:24: Then click the ancillary table and build in any supplemental. 00:27: Products Hospital Indemnity plans, are a great pairing to a 00:31: Medicare Plan. 00:33: Click Hospital Indemnity and then select the product from the drop-down menu. 00:38: You can add additional benefits like outpatient surgeries by click view edit 00:42: writers. 00:44: Select your desired writers and the benefit levels, then click accept. 00:50: Once you have built the quote and you are ready to meet with the client. 00:52: Start on the presentation table. 00:55: The agent tile and the compass tile, provide your client with the value of having an 00:59: advisor and what is different about working with compass advisors than other agents. 01:05: The concept tile helps the client understand how Medicare works. 01:08: And what the difference between a medical supplement policy and a Medicare Advantage 01:12: policy is 01:15: Once you have finished the concept portion of the presentation, you can toggle back to the Medicare 01:19: Center Tab and show them the options you built for them based on their unique situation. 01:24: Now, the client can make an educated decision on which type of Medicare policy, 01:28: they want to enroll in 01:31: Then you can return to the presentation and click supplements to review. 01:34: The ancillary products. You build into the quote 01:38: Review the main benefits of each ancillary product to ensure the value and 01:42: help the client understand the importance of each product. 01:46: The guide covered navigating through CPN to quote ancillaries and utilize 01:50: the CPN presentation effectively. Each action is tailored 01:54: to streamline the process and maximize understanding. 01:57: If you have any questions or get stuck reach out to the office or email agent 02:01: support.
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