Welcome to the 2020 fall enrollment season. Now that you’ve survived the first several weeks of the fall enrollment season, this is an opportunity to remind you that LeClair Group’s team of experts are here for you, whether you have questions on behalf of your Medicare, Under 65 or Group clients. Our motto is ‘Better Together’ and we know that when you are under pressure it is great to know there is a local, experienced and understanding team ready to jump right in by your side.
Continue reading to see how we can help support you and your business during the fall and beyond. Ensure you have access to our Advantage Portal for quoting, marketing and education resources before getting started. Click here for access.
We have the products you need
LeClair Group offers products and support in every health and life category. In addition to your core health products, LeClair Groups has products and experts in Long Term Care, Disability Income, Life Insurance, and many other ancillary health benefits. You never know when the need arises, or maybe just want some fresh ideas, which is why our experts are always on hand to take your call. Reach out to Sales@LeClairGroup if you have any product questions. Attached is our full product portfolio.
As you meet your clients you may be recognizing opportunities for further conversations about Long Term Care or additional benefits. The more you focus on service in your community, the more they will come to you for all their benefit needs.
Get a Medicare quote
Do you want to compare prices and benefits from Medicare Advantage, Supplements or PDPs? If your answer is yes, you should go to our state-of-the art Medicare quoting tool. With our Medicare quoting tool you can see the latest rates, view side-by-side comparisons and create illustrations for your clients. You can learn more about the CSG Actuarial quoting tool by viewing our on-demand webinar.
Need help with small or medium group case design?
Reach out to Katie Miller or Nick Forside on our group desk for quotes, ideas and putting an employee benefits portfolio together. Agents who partner with our team are seeing more revenue, better retention and satisfaction from their clients. To contact our Group Sales Desk send an email to Sales@LeClairGroup.com for assistance.
Education is key
Staying up to date on new product offerings is essential to your success. Take a look at our on-demand educational webinars on our webinar channel. A few of the newest webinars include:
- Introducing Lasso Healthcare’s Medicare Medical Savings Account
- Medica’s 2020 Medicare portfolio
- Allina Health Aetna’s 2020 Medicare Portfolio
- UCare 2020 Medicare Advantage portfolio
Also, don’t forget to stay up-to-date on the latest news and events by checking out the Latest News section of our website regularly.
Resources a plenty
My Advantage Portal features all of the different forms and resources you will need to educate and enroll your clients, here are a few examples:
- Permission to Contact Form
- Small Group Client Discovery
- Medicare Suitability Form
- Scope of Appointment Form
- Educational Medicare Seminar Presentation
Also, don’t forget about the My Advantage Shop, which features a free online designer portal where advisors can customize bespoke marketing materials to include logo, brand specs and/or contact information. Some of the collateral in the shop includes:
- Medicare Basics brochure
- Employee Benefits brochure
- Medicare birthday cards. Have you checked out our newest designs?
- Medicare Session Invitations
- Medicare Session Marketing Flyer
How else can we help you this fall? Reach out to any of LeClair Group’s Relationship Managers to learn more about all of the support tools and resources that are available to you. Our team is available to drive you around our website and tools together through screen sharing software, such as JoinMe or Microsoft Teams. By practicing and learning together you will bring more productivity, efficiency and sales to your business.
From everyone here at LeClair Group, we wish you a great fall enrollment.