Tag Archives: checklist

SAP 121: 5 Things to End Every Medicare Sale

Documenting our journey for the last 8 years from hundreds to over 10,000 clients and thousands of agents. Come see what we’ve been up to.

In today’s video, I covered the FIVE things we must cover in each sales call and remind them of, at the end. We have checklists to download on the “Tools You Need” page on https://medicareagenttraining.com.

As always, for helpful agent information, visit MedicareAgentTraining.com. Listen below or watch here!


SAP 031: Checklists Can Save Your Business

Every professional uses a checklist in their business so that important items are not missed on a regular basis. In this latest edition of Medicare sales training, Chris Westfall talks about how NOT having a checklist can bring liability, bad reviews, and angry clients.

For helpful agent information, visit MedicareAgentTraining.com

Listen below or watch here.