Elevate Insurance Group | TRAINING | ADVANCE TRAINING RESOURCES
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TRAINING LINKS & VIDEO

TRAINING LINKS & RESOURCES

Navigate is the training subsidiary for Elevate Insurance Group.  Navigate gives a new or existing agent the resources they need to engage in selling insurance products with an emphasis on empowering agents in the area of effective selling & enrolling with Medicare Health Plans.  Teaching, & training agents to know how to effectively, “Navigate the Medicare Maze.”

GOALS | ENROLLMENTS

MEDICARE BASICS | NEW AGENT TRAINING

NEW AGENT SALES TRAINING

NEW AGENT | KICK OFF TO SELLING

PARTNERSHIP DEVELOPMENT TRAINING

NEW AGENT | HOW TO WORK LEADS

  • HOW TO WORK LEADS | NEW AGENT LAUNCH

     

HIRING A TELEMARKETER

TELEMARKETING SCRIPTS

TELEMARKETING TRAINING

ADVANCE TRAINING LINKS & RESOURCES

If you aren’t contracted with us or don’t have Hub access you may have to get access or contract with certain products to be given free access to our Advance Trainings & Resources.

MEDICARE ADVANCE TRAINING | NEW AGENT TRAINING

 

  • ADVANCED MEDICARE TRAINING

  • ADVANCED MEDICARE SUPPLEMENT TRAINING

  • ADVANCED EXTRA HELP & MEDICAID TRAINING

  • ADVANCED MEDICARE ADVANTAGE TRAINING

  • ADVANCED ELECTION PERIODS TRAINING

ADVANCED NEW AGENT SALES TRAINING

  • HOW TO CLOSE IN 15 MINUTES WITHOUT SELLING 

  • WHEN TO SELL MAPD OR A MEDICARE SUPP. PLAN

  • HOW TO ASK THE KEY QUESTIONS FOR QUALIFYING

  • USE THE QUOTE TOOL ALWAYS

  • WHEN & WHY YOU FOLLOW UP WITH CLIENTS

  • ROLLING A PIECE OF BUSINESS PROPERLY

ADVANCE NEW AGENT | KICK OFF TO SELLING

  • HOW TO SELL MEDICARE SUPPLEMENT BY PHONE

  • ADVANCED MEDICARE TRAINING

  • ADVANCED MEDICARE SUPPLEMENT TRAINING

  • ADVANCED EXTRA HELP & MEDICAID TRAINING

  • ADVANCED MEDICARE ADVANTAGE TRAINING

  • ENROLLMENT & ELECTION PERIODS TRAINING

ADVANCED PARTNERSHIP DEVELOPMENT TRAINING

  • KILLING IT WITH DOCTORS

  • LANDING PHARMACIES 

  • WORKING WITH AFFORDABLE SENIOR HOUSING FACILITIES

  • EVENTS WITH CARRIERS

  • MEDICARE REVIEW EVENTS

  • FLEA MARKETS

  • ADVANCED PARTNERSHIP TRAINING

  • LIVE EVENT TRAINING SIGN-UP

NEW AGENT | HOW TO WORK LEADS

  • GENERIC LEADS

  • CARRIER LEADS

  • CALLING USING A DIALER WITH MEDICARE SUPPLEMENTS

  • USING A LIVE LEAD TRANSFER SYSTEM THAT WORKS

  • HOW TO DISPOSITION USING INFUSIONSOFT

  • HOW TO GENERATE UNLIMITED REFERRALS

HIRING A TELEMARKETER

  • HOW TO LAND THE TOP TELEMARKETERS

  • HOW TO RECRUIT TELEMARKETERS

  • WHEN TO RECRUIT A TELEMARKETER

  • WHAT AND HOW TO PAY FOR TELEMARKETERS

  • SETTING UP PROPER SYSTEMS

  • USE A LIVE LEAD TRANSFER SYSTEM 

TELEMARKETING SCRIPTS OVERVIEW

 

  • BASICS OF MEDICARE TRAINING

  • MEDICARE SUPPLEMENT SCRIPT TRAINING

  • EXTRA HELP & MEDICAID SCRIPT TRAINING

  • MEDICARE ADVANTAGE SCRIPT TRAINING

  • MEDICARE REVIEW SCRIPT TRAINING

TELEMARKETING TOOLS

  • INFUSIONSOFT SOFTWARE

  • GOOGLE DOCS AND MORE

  • HOW TO SET UP A CALENDAR FOR A TELEMARKETER

  • HOW TO PULL LIST FOR TELEMARKETER TO CALL

  • HOW TO PULL LARGE NATIONAL LIST

NAVIGATE’S GOAL

To provide CMS approved marketing & sales training that empowers licensed agents to go further faster.

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