- IntroductionLesson 101:17
- Finding Specific Part D NeedsLesson 201:44
- Presenting Part D PlansLesson 302:00
- Enrolling in a Part D PlanLesson 401:40
- Verifying Enrollment and Plan MaterialsLesson 501:24
- Follow Up With Your ClientLesson 601:32
- Next StepsLesson 700:31
Introduction
One of the most critical aspects of a health insurance product is coverage for prescription drugs.
While some Medicare prospects will get this coverage in a Medicare Advantage Plan, others may be looking to purchase a stand-alone Medicare Part D plan.
Good news! You can help them sign up for the plan that is right for them.
Hi, I’m John Constantine. Welcome to Knight School.
In this module we’ll be covering the process you’ll follow to find, present, and enroll your clients in the right PDP for them.
Before we dive in, I want to make two quick notes.
First, we’ll be looking at this process as if you’ve already identified that a stand-alone PDP is right for your client during an initial needs assessment. We’ve covered the needs assessment in another module.
Second, we’ve covered some of the compliance requirements in our Sales Appointment Basics module, so we won’t review those again here.
But keep in mind, your client must have prescription drug plans marked on the Scope of Appointment before moving into the steps discussed in this module.
With that, let’s get start our module on selling PDPs.
