How Top Agents Are Using Simple Checklists to Drive Sales All Year
Jul 22, 2025
Most health insurance agents are great at closing Medicare Advantage and ACA applications. But here’s the part many overlook:
Clients don’t just need coverage — they need clarity.
And that clarity creates opportunity.
That’s the thinking behind The Checklist Depot: a curated collection of conversation starters disguised as client-friendly tools.
Each checklist tackles a real-life moment your client might already be facing — and gives you the perfect reason to reach out, build trust, and open the door to deeper financial protection.
You're Not Selling. You're Solving.
Agents today face three common frustrations:
- How do I keep conversations going after enrollment?
- How do I offer other products without sounding pushy?
- How can I create value year-round — not just during OEP or AEP?
The answer? Start with what’s real to the client, not with what you want to sell.
That’s exactly what these checklists do.
The Aftermath of a Natural Disaster Checklist shows families how to secure their homes and finances after a storm — and opens the door to conversations about Final Expense, Life Insurance, or Annuities.
The Hospital Stay Checklist walks clients through what to prepare after discharge — and creates the perfect moment to discuss Medicare Supplements or critical illness coverage.
The Caregiver Planning Checklist gives adult children clarity on how to help their aging parents — and naturally leads to legacy planning, long-term care insurance, or income protection.
These are tools with real value. And they make the sales conversation feel like what it should be: a service.
From Tools to Tactics:
The Cross Selling Strategy
Each checklist in the Depot is aligned with our proprietary Cross Selling Matrix, designed to help you:
- Know which products align naturally
- Avoid mismatched pairings (like ACA with MA)
- And turn one product conversation into two or three — ethically, compliantly, and without pressure
It’s strategy made simple — and it helps you increase your revenue per client without increasing your workload.
The Real Win: Lifetime Clients
When you bring value like this, something shifts.
You’re not just the agent who helped them get a plan.
You’re the one who showed up before the emergency, before the gap, before the panic.
And that’s the kind of agent people stay loyal to — and refer.
Want to Learn How to Use These Checklists Like a Pro?
The Agent Development Blog (ADB) gives you the strategy behind the checklist.
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Each week, we break down one real-life scenario
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Show you how to use one checklist in the field
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And walk you through what to say, how to say it, and what product(s) to position
This isn’t theory. It’s your weekly playbook for building trust, increasing client value, and growing your business all year.
Because the tools are there. The opportunity is there. The only question is: will you use them?
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