Selling Vision Insurance 101 


Don't lose sight of these best practices when selling vision insurance!

Whether you are interested in becoming a vision insurance producer or are an industry veteran, it’s always a good idea to brush up on your sales knowledge. Selling vision insurance is a great way to diversify your portfolio while getting paid a competitive commission on every sale.

Selling vision insurance starts with understanding your clients’ needs but doesn’t end there. Our guide to selling vision insurance ensures you will be providing clients with the best plan for their needs.

 Table of Contents 

  1.  Get to know your clients
  2. Evaluate their existing plan (or lack of )
  3. Do your vendor research
  4. Educate clients on their options
  5. Drive home the importance of vision care
  6. Write them into a new plan
  7. Handle the client touchpoints
  8. Make sure to follow up
  9. How to become a vision insurance producer

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