Training, Webinar, Health & Ancillary

Webinar: New Agent Success Series

Strengthen your ACA knowledge, sharpen your tools, and learn how to engage clients confidently in this focused Health & Ancillary training built just for newer agents and agency owners.

A Live Webinar Built for Newer Agents

The New Agent Success Series: Building Your Foundation webinar from the Health & Ancillary department is designed to do exactly what its name promises: help you lay a strong, sustainable base for long-term success in the health insurance market. This live session will take place on August 13, 2026, at 10 a.m., and is tailored specifically for TBI clients—including direct agents, independent agents, and agency owners who are in their first few years of selling or expanding into ACA and ancillary products.

Hosted by John Ross with guest co-host Belynda, this webinar will blend practical training, real-world examples, and actionable strategies. Together, they bring a Health & Ancillary perspective that connects day-to-day selling with big-picture business growth, so you leave with both confidence and clarity about your next steps.

Master ACA Basics with Confidence

For many newer agents, the Affordable Care Act can feel complex and constantly changing. In the Building Your Foundation webinar, John Ross and Belynda will walk through ACA basics in clear, straightforward language. You will review key concepts such as eligibility, subsidies, metal tiers, and open enrollment versus special enrollment periods, so you can explain coverage options to clients without hesitation.

By reinforcing these fundamentals, the Health & Ancillary team helps you avoid common mistakes, answer client questions accurately, and position yourself as a trusted guide rather than just another salesperson. This is especially valuable for TBI agents and agency owners who are building teams and want everyone operating from the same solid knowledge base.

Enrollment Tools That Streamline Your Work

A strong foundation is not just what you know, but also how you work. That is why a core part of this webinar focuses on the enrollment tools available to Health & Ancillary agents through TBI. You will see how to use digital platforms to compare plans, complete applications more efficiently, and track business without losing sight of client needs.

Whether you are a direct agent handling your own book or an agency owner managing multiple producers, understanding these tools can save hours each week. The session will highlight practical shortcuts, common pitfalls to avoid, and ways to integrate technology into your daily sales workflow without adding complexity.

Staying Compliant While Growing Your Book

As your production grows, compliance becomes just as important as sales. The Health & Ancillary department will review key regulatory expectations for ACA and ancillary products, including documentation best practices, protecting client information, and communicating benefits clearly and ethically. This portion of the webinar is especially critical for agency owners, who must ensure that every agent in their organization follows consistent, compliant processes.

You will walk away with simple checklists and guardrails that reduce risk and support long-term, sustainable growth. When you know your processes align with expectations, you can focus more energy on building relationships and less on worrying about what you might have missed.

Client Engagement Strategies That Set You Apart

Finally, the New Agent Success Series would not be complete without practical client engagement strategies. John Ross and Belynda will share proven approaches for connecting with prospects, following up consistently, and turning one-time enrollments into long-term relationships. You will learn how to translate ACA basics into language clients understand, how to present Health & Ancillary solutions that truly add value, and how to stay in touch throughout the year so you remain top of mind.

These strategies are designed with TBI’s agent and agency owner community in mind, recognizing that every market is different but that strong communication and service always matter. Whether you are just getting started or refining your approach, you will leave the webinar with fresh ideas you can put into practice immediately.

Who Should Attend and How to Prepare

This session is ideal for newer TBI agents—whether direct or independent—as well as agency owners who want a structured, Health & Ancillary-focused way to train and support their teams. If you are looking for a clear roadmap through ACA basics, enrollment tools, compliance, and client engagement, this webinar is for you.

Mark your calendar for August 13, 2026, at 10 a.m., and plan to join John Ross and Belynda live. Come prepared with your questions, recent client scenarios, and a willingness to refine the way you work. Investing one hour in the New Agent Success Series: Building Your Foundation can help you build a business that lasts far beyond the next enrollment season.