This year’s Healthapalooza included several award winners being recognized by LeClair, DBS, and AnnuityVip. Each of these agents and agencies exemplify success and going above and beyond to take care of clients.
Rising Star Award
The recipient of the LeClair Rising Star award strives to be the best in her field, focusing on serving individuals and businesses in the health insurance arena.
Cyberfin protects your agency from cyber crimes and compliance fines by managing the hand picked software and in-house experts so you do not have to.
Risk Reduction - Reduces your threat risks with a single solution for your security and compliance needs.
Cost Effective - Saves money by integrating CyberFin rather than hiring a fulltime employee to do the same work.
Peace of Mind - Removes the worry of five and six-figure fines and 90 days of lost productivity due to a data breach.
Now is the time to explore cybersecurity services — from essential protections in their Standard package to comprehensive preventive measures in Relentless, and compliance integration in Elite.
Understanding Your Book of Business is the Key to Success
As a trained insurance agent, you understand where your clients are at: the needs of a younger client vary differently from one with a family or one getting closer to retirement age.
The experts at DBS have created a portfolio of information that you can use to develop stronger relationships with your clients and provide the information they need in ways that they understand.
Personal Financial Planning Life Cycle
DBS’ Personal Financial Planning Life Cycle brochure shows the various stages where your clients may be, what you, as their agent, should focus on, and which product types may best fit their needs. It’s an outstanding resource when discussing insurance options with your clients.
Keys to Building Better Relationships
As you work with clients, it’s important to understand techniques for building relationships, key strategies to discuss and which product types may be best for them – whether they are a Baby Boomer, Gen X, Millennial, Gen Z, or any other population type. Check our Keys to Building Better Relationships to get the information to help you work with clients.
Join us for a live webinar around Medicare Connector – learn best practices to use with this this system, get training on new tools and hear about resources to get you ready for the upcoming enrollment season.
Wednesday, September 4, 2024 – Midland Hills Country Club
Sometimes plans change. When they do, your customers will receive an Annual Notice of Change from carriers. It's important for you to understand how to address any client questions. In this workshop, you'll learn how to discuss these documents with your customers and how you can use them in your Medicare discussions.
For more info on all upcoming LeClair events, visit the AGENT PORTAL, Education ⇒ Events
Carrier Updates
Carrier Training
LeClair has partnered with many of carrier partners to promote training sessions about products, features and services.
Topics to be covered by carriers includes Medicare, the CMS Final Rule and 2025 carrier products.
To see a full list of these offerings, please select the Carrier Training button below. Currently, we have webinars or workshops available from the following carriers:
Allina Health | Aetna – Thursday, July 25, 2024 – 10:00 AM CDT (CE Credit)
Medica – Monday, July 29, 2024 – 8:00 AM CDT (every other Monday event)
UHC – Tuesday, July 30, 2024 – 1:00 PM CDT
AnnuityVip – Wednesday, July 31, 2024 – 11:00 AM CDT
Medica – Wednesday, August 7, 2024 – 10:00 AM CDT
Aetna – Wednesday, August 7, 2024 – 1:00 PM CDT
UHC – Thursday, August 8, 2024 – 1:00 PM CDT
BCBS of Minnesota – August 8, 13, & 15, 2024 – all at 9:00 AM
Medica – Wednesday, August 14, 2024 – 10:00 AM CDT
HealthPartners – Wednesday, August 14, 2024 – various times
All Carrier updates Read all the latest Carrier Updates. My Advantage portal is updated daily with all the latest carrier and industry news. You can easily shuffle content by carrier, date, or topic. CLICK HERE
*NOTE: In order to access the Carrier Updates, you must first sign up for a free account to access the My Advantage advisor portal here. Please be advised that it may take up to 24 hours for your account to be approved, as all account requests are subject to verification of agent or industry credential.
Our Mission: To ensure that every person in every community across America has a well-trained, well supported health and life insurance agent to guide their needs.
Our Vision: To be your partner of choice in serving your communities' need for health and life insurance.
Who Works with LeClair: We are national FMO designed and built to serve local agents supporting local communities across all 50 states
We get you. We got you. You got this.
We love hearing from you.
If you have questions about the information in this communication, please let us know.
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