Stop Loss Renewal Roadmap
Episode description
t's THAT time of the year when brokers and underwriters should put aside their differences and start speaking the same language of BUSINESS for clients' sake.
However, lots of brokers describe the process of dealing with underwriters as "painful and difficult."
Luckily, Heads Up Adviser and Virtue Health team comes to save the day. And the renewal season, of course.
TUNE IN for the latest episode [STOP LOSS RENEWAL ROADMAP] with leading underwriter from Virtue Health - David Kesler.
David will walk you through the entire process of dealing with underwriters and explain complicated terms in the simplest way possible.
Here's what we cover:
- Preliminary renewal period.
- How to discuss the plan options, changes, and marketing with the client
- Firm renewal
- Medical review & negotiation process
- 10-day lock period and signature
- Carrier policy application
Register for a 3-part webinar series with David Kesler from [VIRTUE HEALTH], start the Self-Funded Insurance business from scratch https://bit.ly/3hil4xy
HEALTHCARE BROKERS - Arrange a virtual call with John Sbrocco. Let us help you scale your business https://calendly.com/john-1270
1. Sign Up For The Expert Session "Achieve Health Consortium"👉 https://bit.ly/34QECUV
2. Join Heads Up Adviser Facebook Group 👉 https://bit.ly/37hJFyk
3. Visit Heads Up Adviser Website 👉 https://bit.ly/36cYv7C