TOP 5 THINGS YOU NEED TO KNOW
- 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 the 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 inconsistent documents for the client. Make yourself indispensable.
- Marketplace: Have client term their own policy, remember all changes must be done on healthcare.gov, and they forward to Blue.