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PRISM - New Proposal Enhancements

PRISM, our free and easy online quoting system, now highlights differences between current and renewal medical plans in blue, making them easy to see. This update, available across multiple proposal formats, helps you create clearer, more effective proposals for your clients.

For assistance, please contact our Quotes team at quotes@claremontcompanies.com or 800.696.4543.

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SDAHU CE – Fraud + Pants on Fire! Ethics for Agents

SDAHU CE – Fraud + Pants on Fire! Ethics for Agents

Date: May 24, 2023
Time:
1:30 pm Registration, 2:00 pm to 5:00 pm
Place: The Dana Mission Bay, 1710 W. Mission Bay Drive, San Diego 92109
Cost: $50 Members, $60 Non-Members
CE: 3 Hours (#366831)

Speaker: Bobbi Kaelin, Mayor of Happiness, PayPro Administrators

All health insurance agents need to be aware of the importance of ethics in both the sales and servicing of the policies they offer. This course is designed to educate brokers on the importance of ethical conduct, how it applies to our profession, and how to make ethical decisions.

The course includes examples of what can happen when a company or individual fails to act in an ethical manner, the steps Agents can take to create their own code of ethics, and how the ethics of the National Association of Health Underwriters can be used in our daily professional lives,

For more information contact Gail James Clarke at 858.860.6269 or sdahu1@yahoo.com, or visit sdahu.org. Register now!

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In our library, you’ll find carrier forms, applications, enrollment kits, broker bonuses, marketing resources, and more (video tutorial). However, not all carrier forms are available online.

If you don’t find what you are looking for, contact our team for help at 800.696.4543 or materialsrequest@claremontcompanies.com.