Stop Loss Renewal Roadmap with David Kesler
Stop Loss Renewal Roadmap With David Kesler
Arrange a 15-Minute Strategic Session with John Sbrocco
It'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."
That's why 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 you'll learn:
Preliminary renewal period.
How to discuss the plan options, changes, and marketing with the client
Medical review & negotiation process
10-day lock period and signature
Carrier policy application
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