New Era Life Insurance PAL General Product Training

What You'll Learn During This Three Day Training Event

 
DAY ONE

·     PAL's consumer centric philosophy
·     PAL's unique alternative approach to traditional insurance
·     How PAL addresses the top consumer healthcare concerns
·     Breakdown of benefits for PAL's newest hospital indemnity plan, Optimum Health Saver
·     Perks for writing with PAL
 

DAY TWO

·     Bundling 101 - Protecting your clients from costly injuries and illnesses
·     Breakdown of PAL's bundling options
·     Real world examples of claims payments
 

DAY THREE

·     Utilizing the Healthcare Saving Tools offered by PAL
·     Getting to know your Agent Portal
·     How to use E-Enroll
·     Underwriting process overview
·     Tips for speedy underwriting and a quicker pay day
·     Best practices for submitting cash pay claims
·     Connecting members to the correct servicing departments