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Common Mistakes Agents Make When Selling Hospital Indemnity

Aaron Sims presenting common sales pitfalls in hospital indemnity training

Common Mistakes Agents Make When Selling Hospital Indemnity

Selling hospital indemnity isn’t hard.
But doing it well — and at scale — takes some finesse.

Here are the most common mistakes agents make, and how to fix them.


❌ Mistake #1: Leading With the Product

Don’t start with:

“Let me show you this hospital indemnity plan!”

Instead, ask:

“Would it be okay if we reviewed how your Medicare plan handles unexpected hospital stays?”

You’re guiding a conversation — not pitching.


❌ Mistake #2: Selling It Like a Bill Payer

Hospital indemnity isn’t just about co-pays and ambulance rides.

It’s about freedom — cash in hand when something unexpected happens.

That’s what people respond to:

  • “Pays you, not the hospital”

  • “You control how the money is used”

  • “No receipts required, just cash”

If you only frame it as gap filler, it sounds like another bill.


❌ Mistake #3: Assuming People Will Say No

Some agents never bring it up because they assume people won’t want it.

That’s projection, not sales.

Clients don’t say no to protection — they say no to pressure or confusion.

If you offer it cleanly, clearly, and without attachment — you’ll be surprised how many say yes.


❌ Mistake #4: Waiting Too Long

If you bring it up after the sale is done, you’ll forget.
Or worse, it’ll feel like an upsell.

Instead, make it part of your process:

  • After plan selection

  • During cost review

  • As part of every AEP call

  • When reviewing provider networks

It’s not extra — it’s expected if you want to be a pro.


❌ Mistake #5: Not Owning the Value

Hospital indemnity is your easiest path to:

  • Higher comp

  • Stronger retention

  • Fewer complaints

  • More referrals

  • Better protection

Don’t brush over it. Don’t mumble it.
Own it.

You’re the only one in their life talking about this.

Make it count.


Final Word

Great agents don’t “sell” hospital indemnity — they present it with clarity and confidence.

Avoid these common mistakes, and it becomes second nature — something you always offer, and your clients are always grateful for.


Ready to Switch?

Learn more about the Ideal Flex Series Hospital Indemnity
Join our Top Agent Shootout and win your spot on the Texas Hog Hunt
Watch the Sales Leadership Webinar with Shawn Buxton for even more strategy

Brokers Fidelity
Phone: 913-374-1550
Email: hello@brokersfidelity.com
Address: 400 S Kansas Ave, Topeka, KS 66603

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