ONLY THE BEST

AGENT RESOURCES

Training

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Agent Guide

Use this booklet to prepare for any case! It will help you with the steps required to gather the census and what to expect leading up to enrollment.

This is a video guide of the Smarter Benefits website, training per-requisites, and helpful "getting started" tidbits. You will need full access to the Smarter Benefits website before you use this video.

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This is an indepth Q&A on how Smartflex works, the use of a Medical Expense Reimbursement plan and a paycheck sample. It is often used with prospects who want more information on the plan design. There is an "employee" and "employer" version. The employee version is available under enrollment.

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Proposal & Worksheet

This is a sample of the proposal agents receive prior to closing the case. The proposal consists of two documents – the cover sheet and employee worksheet. Note the additional information added to the worksheet (at bottom) for training purposes.

Understanding Smartflex

Video Training

Prospecting

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Smartflex Brochure

This is your initial prospecting brochure. Watch the video on using this brochure to introduce Smartflex.

The Smartflex Brochure works best when printed and handed to the employer. As their agent, you then walk them through the brochure.

Your goal with this brochure is NOT to close the business, but to book a webinar with Janet Michel.

Training #2

45 Minutes

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When you have a submitted case, once we finish the census, you will receive a proposal and worksheet.

The proposal is where you "close" the case. This will show their savings and each employee's individual flex allowance.

 

This is a sample for you to use with the training video below.

Training #2

15 Minutes

Understanding Smartflex Employerpic.png

This is an indepth Q&A on how Smartflex works, the use of a Medical Expense Reimbursement plan and a paycheck sample. It is often used with CPAs who want more information on the plan design. There is an "employee" and "employer" version. The employee version is available under enrollment.

Smartflex Brochure

Training Video

Proposal & Worksheet

Understanding Smartflex

Proposal

Training Video

©2020 Smarter Benefits Inc. All Rights Reserved.

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CONTACT US

DIRECTORY

Headquartered in Houston, Texas.

Partnering across the U.S. through independent insurance agents.

Main Office Mailing:

1302 Waugh Dr. #644, Houston TX 77019

Office Phone:​ (281) 407-5656

Contact@SmarterBenefits.com

Office Hours: Monday-Thursday, 8 AM-4:30 PM CST

Friday, 8 AM-Noon CST