Key Takeaways:

• Be comfortable enough to easily explain the benefits and answer questions
• Bring resources and examples to illustrate the benefits
• Avoid medical and dental jargon
• Be yourself and take everything as a lesson

DO:

• Come prepared: Get to know your products inside and out. You should be able to explain the benefits quickly and clearly, and be ready to answer questions with confidence. Think of yourself as a cheerleader for your products and services!
• Answer questions: Make sure to answer all questions in a clear and simple way. If someone doesn't get it the first time, try explaining it differently until they do. People are more likely to invest in benefits they understand. Also, encourage your audience to join in the discussion and ask questions.
• Connect with potential clients: Building a connection is key to closing the deal. Just be yourself and avoid being pushy. A little friendly chit-chat with your clients can go a long way. The more relaxed and approachable you are, the more confident they'll feel about investing in your services.

DON'T:

• Use medical or dental jargon: Make sure to use language that everyone can easily understand. Remember, most people don't spend a lot of time reading about insurance coverage, so they might not be familiar with the terms you use every day.
• Rush explanations: When explaining benefits, make sure your explanations are clear and easy to follow. Using real-life examples can be super helpful, like comparing coverage for an individual versus a family plan. If your audience gets lost, they might tune out, so keep it simple and engaging. Bring along extra resources to help illustrate the benefits and leave them with your clients. For instance, you could provide documents that highlight the importance of dental benefits.
• Feel discouraged: Sometimes, the meetings that don't go as planned offer the best learning experiences. The daily hustle of planning and meetings can sometimes make us lose sight of the bigger picture. Take a moment to think about what went well and what could be improved for next time.

Keep these tips in mind and remember, open enrollment only happens once a year. Whether it's your first meeting or you're a seasoned pro, you're going to be a great help to your clients. We hope you have lots of successful and rewarding meetings. You've got this!

Any questions about your current Solstice products? Login to your portal on https://www.solsticemarketplace.com/ 

Want to start selling Solstice? Visit solsticebenefits.com, call 877-760-2247 or email us at sales@solsticebenefits.com