Determine client scenario: how many people, do they currently have coverage, are they eligible for a subsidy, do they have a doc they must keep, do they need benefits outside Florida?? You need all this info to target the right course and plans
Use Access Blue to run quotes with subsidies before going to healthcare.gov. and screen share if possible to keep client interested and focused. Email if needed.
Discuss the differences among the networks, explain certain terminology and give examples for better understanding.
Offer to upload inconsistency documents for the client. Make yourself indispensable.
Marketplace: Have client term their own policy, remember all changes must be done on healthcare.gov, they forward to Blue.