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Group Health Insurance Training – Group Insurance Quoting Software For Agents https://www.insureuniversity.com/grou... Targeted Market - For Both Small & Large Employers ✓ Social media. ✓ Other online outlets. ✓ Local Field Marketing. Meet With The Employer ✓ Set an appointment to go over the employer’s needs. ✓ Determine the amount of insurance required to adequately meet the needs of their business and look for health plans that meet those criteria. ✓ Determine what benefit options will suit the Company as well. Email Template For Census ✓ The image shows the first of many email templates in this training. ✓ The email will help you get a group HR Manager or Owner to complete a detailed census with all the information needed for a group quote. Quoting ✓ Run quotes using the quoting tool. Remember, pricing is just a quote. Enrollment will determine the final rates. Know carrier-specific information