Heads Up Adviser

Stop Loss Renewal Roadmap


Listen Later

t'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."

Luckily, 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 we cover:

  • Preliminary renewal period.
  • How to discuss the plan options, changes, and marketing with the client
  • Firm renewal
  • Medical review & negotiation process
  • 10-day lock period and signature
  • Carrier policy application

Register for a 3-part webinar series with David Kesler from [VIRTUE HEALTH], start the Self-Funded Insurance business from scratch https://bit.ly/3hil4xy

HEALTHCARE BROKERS - Arrange a virtual call with John Sbrocco. Let us help you scale your business https://calendly.com/john-1270

1. Sign Up For The Expert Session "Achieve Health Consortium"👉 https://bit.ly/34QECUV

2. Join Heads Up Adviser Facebook Group 👉 https://bit.ly/37hJFyk

3. Visit Heads Up Adviser Website 👉 https://bit.ly/36cYv7C

 

...more
View all episodesView all episodes
Download on the App Store

Heads Up AdviserBy John Sbrocco, Craig Lack

  • 5
  • 5
  • 5
  • 5
  • 5

5

29 ratings


More shows like Heads Up Adviser

View all
Pivot by New York Magazine

Pivot

9,490 Listeners

Pardon My Take by Barstool Sports

Pardon My Take

82,130 Listeners

Pod Save America by Crooked Media

Pod Save America

87,159 Listeners

Self-Funded With Spencer by Spencer Smith

Self-Funded With Spencer

35 Listeners