Stop Loss Renewal Roadmap with David Kesler
It’s THAT time of the year when brokers and underwriters should put aside their differences and start speaking the same language of BUSINESS for clients’ sake.
However, lots of brokers describe the process of dealing with underwriters as “painful and difficult.”
That’s why Heads Up Adviser and Virtue Health team comes to save the day. And the renewal season, of course.
TUNE IN for the latest episode STOP LOSS RENEWAL ROADMAP with leading underwriter from Virtue Health – David Kesler.
David will walk you through the entire process of dealing with underwriters and explain complicated terms in the simplest way possible.
Here’s what you’ll learn:
| Preliminary renewal period | |
| How to discuss the plan options, changes, and marketing with the client | |
| Firm renewal | |
| Medical review & negotiation process | |
| 10-day lock period and signature | |
| Carrier policy application |
Show Sponsor:
Virtue Health introduces a new, full-stack healthcare solution for advisers managing small to midsize employers. Arrange a one-on-one session with the host of the Heads Up Adviser podcast, John Sbrocco to learn if you’re qualified to join
CLICK HERE to choose the date and time for your meeting.
Learn More About Virtue Health:
FREE RESOURCE From Virtue Health
Discover How Brokers are Winning 10+ Accounts a Year from This New Sales Strategy
While every other health broker commoditizes themselves by selling the same short-term band-aid to a long-term problem, you will learn how to communicate to business owners why structuring and designing their own health care plan can be a competitive advantage for the organization.
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