Do current clients turning 65 need a new senior plan?

Understanding SureBridge branded “senior” products During the Annual Enrollment Period, you could be meeting with clients who have turned 65 and are now entering a new stage of life–Medicare eligibility. You may wonder if this means they need to have their SureBridge supplemental products re-written to the “senior” version. We have great, time-saving news for you: there is no need to rewrite! Many of The Chesapeake Life Insurance Company (CLICO) products, offered on the SureBridge brand, are designed for customers of nearly all ages. Once written to a CancerWise Plus, HeartWise, HospitalWise or Prime DVH plan, even as your customer
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Categories: Dental, Industry News, and SureBridge.

SureBridge Supplemental Product Incentive for Q4 2022

SureBridge Supplemental Product Incentive October 1, 2022 – December 31, 2022 Now is the time to build growth and gain momentum going into 2023! Present your clients with a variety of SureBridge branded supplemental products designed to help them close coverage gaps and round-out their overall health coverage. When you do, you could earn $25 in addition to your commissions for every eligible plan issued! Earn $25 for every eligible SureBridge supplemental product underwritten by The Chesapeake Life Insurance Company, when you submit eligible applications between Oct. 1, 2022 – Dec. 31, 2022, and meet your baseline of 5 qualifying
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Categories: Dental, Industry News, and SureBridge.

Wisconsin Only: Billing Changes and New Customer Website for SureBridge New Business

Starting on October 22, 2021, Wisconsin applications received for SureBridge supplemental products will have a new billing process and customer website. These updates apply to NEW Wisconsin customers only and do not affect current customers. There are no changes for Wisconsin business dated prior to Oct 22. Click here for important details about the following items: New customer billing draft date and pro-rated premium New customer website (mysurebridgeinsurance.com) We encourage you to become familiar with how billing for new business in Wisconsin will differ from that of previous business sold in the state. We are excited about these changes and
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Categories: Dental, Industry News, and SureBridge.

Be Ready for Selling Season – Important Reminders

We’re glad to work with agents like you who are committed to using their expertise to help customers through the challenging task of finding health insurance and supplemental coverage. As we enter the peak selling-season of the year, we wanted to remind you of a few important sales practices to help protect you and your book of business. As shared in the Chesapeake/SureBridge “Sale Practice” and “Ethics & Compliance” trainings: Only you, as a licensed and appointed agent with Chesapeake, can: Sell, solicit or negotiate business on behalf of Chesapeake/SureBridge, Conduct sales (product) presentations, and Assist your customers with the
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Categories: Dental, Industry News, and SureBridge.