Selling the InPocket Plan
Startling statistics underscore a sobering reality: over 60% of Americans maintain a bank balance of less than one thousand dollars. This financial constraint can pose significant hurdles when confronted with unforeseen medical expenses..
In our last newsletter, we introduced the InPocket Plan — a revolutionary health supplement designed to address the challenges faced by individuals struggling with high out-of-pocket costs and hefty deductibles. This plan works alongside an existing Comprehensive Health Plan by lowering the deductible and adding additional benefits.
Since then, several of our agents have had great success in promoting and selling this product. We recently spoke with one of our top general agents in MO about selling the InPocket Plan. He shared with us insightful information about the ins and outs of selling this great product.
Visit the InPocket Plan website to learn more about the plan and how it works.
Read ArticleQuote of the Quarter
"Leaders become great not because of their power, but because of their ability to empower others."
John Maxwell —Broker Incentives
Group Connect Premium Saver Incentive
Receive a $50 bonus for every Premium Saver group with 10+ submitted through Group Connect.
Effective Dates: Nov 2023 – Feb 2024
Bonus will be paid in March 2024
Download Incentive PDFBundling Bonus
Every group sold through Group Connect with 3 or more products = $100 gift card.
Effective Dates: Nov 2023 – Feb 2024
New Business Only • Bonus paid in March 2024
Download Incentive PDF
Premium Saver Bonus Incentive
$1,000 Bonus
for groups with 100+ enrolled
$500 Bonus
for groups with 41-99 enrolled
Effective Dates: Dec 2023 – Feb 2024
New Business Only • Bonus paid in March 2024
Download Incentive PDFInPocket Plan Agent Incentive
- $500 Bonus: 25 Enrollments
- $1,000 Bonus: 50 Enrollments
- $2,000 Bonus: 100 Enrollments
- $10,000 Bonus: 500 Enrollments
- $20,000 Bonus: 1,000 Enrollments
Effective Dates: Sept 01, 2023 – Mar 01, 2024
Enrollments must come through IFE
Download Incentive PDF
2023 VSP Bonus
Earn a $100 Tango® Gift Card for every five new VSP® Individual Vision Plan enrollments.
It's That Simple. Watch your Enrollments and Earnings Grow!
Rewards will be distributed in January 2024.
Download Incentive PDFPremium Saver Monthly Incentive
$100 Gift Card for every Premium Saver group with 5+ enrolled
Bonus paid every following month!
Download Incentive PDF
OneAmerica Annual Incentive!
Earn up to 10% in bonus percentage!
- Sell a minimum of 10 lines of coverage and $50,000 annualized new business premium; or
- A minimum of five lines and $500,000 annualized new business premium
Effective Dates: Jan 01, 2023 – Dec 15, 2023
Download Incentive PDF
Breast Cancer Awareness
Breast Cancer Awareness Month, held yearly in October, aims to promote screening and prevention of the disease. Breast Cancer impacts one in eight women in the US yearly and 2.3 million women worldwide. MWG Broker Services team decided to wear pink as a reminder for all women to have their yearly screenings, in honor of friends and family members battling breast cancer, and in memory of those who lost their battle to this deadly disease.
In the Spotlight
As always, we take pride in having a strong, insightful team. Every day we are reminded of how lucky we are to work with such great people. Meet two members of our team: Ashley Saffold and Rebecca Cooper.
Read MoreWebinars
Join Technology Trainer, Cooper Simmons, as he hosts our webinars each month. These informative webinars are offered to our agents, brokers and account managers. We invite you to take advantage of the educational training webinars, created to help make selling our products and plans easier!
How to Sell MWG's New InPocket Plan
November 14, 2023 11:00 AM CST
We know everyone is excited to start selling MWG's new individual product we call the InPocket plan but want to make sure everyone understands how to get to the point of sale. In this webinar, we will go over the following:
- Contracting with AmFirst and Standard Life
- Registering the Broker Portal
- Accessing and Customizing IFE Link
Please take time to join this webinar or register for the recorded version so that you are prepared to offer the InPocket plan to your clients in 2024!
4th Quarter Broker Portal Review
December 5, 2023 11:00 AM CST
Utilizing all the ins and outs of MWG’s complimentary Broker Portal could be the difference between you and the competition! In this upcoming webinar we will review the Broker Portal and make sure you are equipped with the knowledge to separate yourself from your competitors. Take this opportunity to refresh yourself on all things Broker Portal and enhance your value as an agent!
Using MWG's Insurance For Everyone Platform
January 9, 2023 11:00 AM CST
Have you ever wanted to be able to sell the Premium Saver product to individuals instead of just groups? If so, please take 30 minutes to join this webinar where we will go over how MWG's new InPocket plan is quoted/enrolled in through the Insurance for Everyone(IFE) quoting/enrollment system. Just a reminder, the IFE platform is provided to all contracted agents free of charge so whether you are an prospective agent or already contracted with MWG please take some time out of your day to learn more about IFE and the InPocket plan! We are very excited about this new product and hope you join the webinar to learn more about it!
View All Webinars