SHORT-TERM MEDICAL INSURANCE

“We help agents take a more dynamic, proactive approach to short-term medical insurance. It’s often overlooked, but life changes often necessitate the need for coverage during brief periods. We encourage agents to gauge the types of coverage that make the most sense and offer policies that can add real value in transitory times.”

—Joe Covell

We can help you offer medical insurance as your clients transition to new situations.

Specialized advice, strong underwriting relationships, advanced case management

The interest in short-term medical insurance has skyrocketed as more and more people are transitioning between jobs, moving off school or family plans, or graduating into the workforce. In addition, carriers are adapting their policies to offer differentiated coverage to meet changing consumer demand. Custom Benefit Plans puts agents at the forefront of this growing market by offering insight, training, and marketing support. We can help you:

Demystify coverage—the wide array of short-term medical policies and options can seem confusing to the average consumer. You’ll be able to help prospects understand their choices in simple, straightforward language.
Choose the right policy—you’ll know how to seek the right mix of features to tailor suitable coverage for your clients.
Cover most situations—CBP’s carrier relationships and strength in the market give you the power to offer policies to individuals in different age groups and with differing medical profiles, giving you an edge over other agents.
Transition your clients to longer-term coverage—get guidance as you help policyholders who eventually need to move to permanent on- or off-exchange coverage, or onto Medicare-related plans.

Support from your CBP team

You’ll also have the resources and relationships that allow you to structure innovative coverage solutions when traditional avenues are not sufficient.