Sales Appointment Basics
Learning to Sell | Lesson 9

Next Steps

Health insurance can be confusing.

As an agent, you are acting as your client’s trusted advisor helping them navigate the plans available to find the right fit for them!

One additional resource you may find helpful, is our MA and PDP compliant Sales Checklist in our resources below.

This outlines the general requirements for a compliant sales appointment!

Using this general sales process should give you a good foundation to build upon as you create and refine your personal sales process.

Keep in mind, the steps to selling different plans have their own nuances, so be sure to check out some of the other modules in this path to learn more!

Just head back to the Knight School homepage to start the next one!

Mentioned in this Module:

Ritter Docs Carrier Pages
Compliance Docs Page
MA & PDP Compliant Sales Checklist

Additional Resources:

Agent Survival Guide Podcast
Medicare Quote Engine
Meet the Sales Team at Ritter Insurance Marketing PlanEnroll Information
Register with Ritter Insurance Marketing
Ritter Blog
The Ritter Platform
Ritter Events & Webinars

Return to the Knight School Homepage