Training & Management
At CBU Advantage, our managers are not the type to sit in an office, running teams from behind a desk. We know that motivation is the key to success, and our managers lead from the field, working to build teams and create lasting relationships not only with clients, but with the agents they work with.
Featuring a diverse group of agents with a strong focus on leadership, training, and advancement, our management team will work with you to help build your brand and get you in front of new, qualified clients.
Selling from home with 'Select-A-Plan'
Make no mistake, selling over the phone is not the same as in-person, which allows for a more personal connection. There may be an uncomfortable learning curve for many of us to climb, but whether we like it or not, it's the current state of the world.
Despite all the pain and difficulties, the number of people turning 65 still has not changed. As agents, we must continue to find a way to meet to meet the needs of our clients. Through our new Medicare Select-a-Plan enrollment tool you can service your book of business and new clients with a level of professionalism that you may not have right now.
The Select a Plan tool will simplify online enrollments through a one stop, multi-tool portal. Functionality will include:
- Collecting and storing scope of appointments
- Enrolling into MAPD and PDP from text or email
- Generating personalized quotes and comparing that to their current plan
- Entering Rx lists and saving a client’s profile for year over year quoting
And finally, there is no monthly agent fee, and you will still earn full commission even when clients enroll themselves!
