Product Presentations - Medicare - 2023 Plan Year
Product Presentations - Under 65 Medical - 2023 Plan Year
Product Presentations – Ancillary – 2023 Plan Year
- Life Secure - CLICK HERE for the presentation, CLICK HERE for the slide deck
- Assurity - CLICK HERE for the presentation, CLICK HERE for the slide deck
- Manhattan Life - CLICK HERE for the presentation, CLICK HERE for the slide deck
- United Concordia Dental - CLICK HERE for the presentation, CLICK HERE for the slide deck
Email Templates - Quoting & Confirming Emails
For Applications ON Marketplace
- We always attach the Subsidy Eligibility Report
- We always attach any SBC information for the medical plan and dental plan (if selected)
- If you have a staff member that will be assisting in entering your clients into a customer/client database we suggest you BCC them on all the confirmation emails. This will serve as the “trigger” for that staff member to load the client information into your database
For Applications OFF Marketplace
- We always attach any SBC information for the medical plan and dental plan (if selected)
- If you have a staff member that will be assisting in entering your clients into a customer/client database we suggest you BCC them on all the confirmation emails. This will serve as the “trigger” for that staff member to load the client information into your database
PLEASE NOTE:
- You are voluntarily choosing to use these quoting and confirmation email templates, Altruis Benefit Consulting will not be held liable for any misunderstanding/miscommunication between you and your client
- These are "editable" Microsoft Outlook email templates - feel free to edit how you choose
- Altruis Benefit Consulting will not be responsible for future edits of these email templates
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