Questions to Ask Clients Shopping for an ACA Plan

 

 

Stay on track during ACA presentations with this list of questions! Fact-finding helps you get to the bottom of your client's health insurance wants and needs - and doubles as a rough outline for your conversation.

 

Read the text version

 

Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

Resources:

5 Tips for Finding Supplemental Coverage for ACA Plans: https://ritterim.com/blog/5-tips-for-finding-supplemental-coverage-for-aca-plans/

ACA Basics Knight School Training: https://ritterim.com/knight-school/solid-foundation/aca-basics/

CMS Changes to ACA Plan Switching Process: https://link.chtbl.com/ASGF20240802

Everything You Need to Know About the ACA OEP: https://ritterim.com/blog/everything-you-need-to-know-about-the-aca-oep/

FAQs About Selling On-Exchange & Off-Exchange Under-65 Plans: https://ritterim.com/blog/faqs-about-selling-on-exchange-off-exchange-under-65-plans/

How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://link.chtbl.com/ASG579

Learn more about Ritter Insurance Marketing: https://ritterim.com/

Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/?utm_source=asg_podcast_link

Sales Specialist Contact Info: https://ritterim.com/meet-your-sales-team/

Surviving ACA OEP: https://ritterim.com/oep/ 

There’s More to Life Insurance Than Just a Policy: https://link.chtbl.com/ASG560  

The State of the ACA Market in 2024: https://link.chtbl.com/ASG610

What the Inflation Reduction Act Means for Your Medicare & ACA Clients: https://ritterim.com/blog/what-the-inflation-reduction-act-means-for-your-medicare-aca-clients/

 

References:

“Health Plan Categories: Bronze, Silver, Gold & Platinum.” HealthCare.Gov, HealthCare.gov, www.healthcare.gov/choose-a-plan/plans-categories/. Accessed 5 Aug. 2024.

“Low Cost Marketplace Health Care, Qualifying Income Levels.” HealthCare.Gov, HealthCare.gov, www.healthcare.gov/lower-costs/. Accessed 5 Aug. 2024.

 

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