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MAKE A CLAIM

The Platinum Playbook

Welcome to The Platinum Playbook! This is your fast-track audio guide to the language, logic, and selling strategy behind every Platinum supplemental policy. Each bite-size episode (≈5 minutes) pairs a knowledgeable host with a compliance-approved expert, so you’ll hear the exact words we use in the field—and learn why they work.

Listen in order, revisit any time, and arrive at your first appointment sounding like a seasoned pro.

Just click an episode title to expand it, hit play, follow along with the term list, and note any questions for your mentor before jumping to the next segment.

Start here to nail the difference between supplemental insurance and major-medical health plans, plus how supplemental policies compare to Medicare Supplement and Medicare Advantage. You’ll leave with a clear one-liner that explains where our product fits in a customer’s overall coverage picture.
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Meet the two pillars of every Platinum sale: Platinum (your marketing agency and training team) and State Mutual (the insurance carrier). Then get a plain-English walkthrough of indemnity insurance and the role of policy riders so you can describe our product structure with total confidence.
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Avoid application headaches by mastering the terms primary insured, covered person, and dependents. Real-world examples show you how each label affects quoting, underwriting, and claim payment—so you quote the right premium the first time.
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Prospects feel financial pain long before a health plan kicks in. This episode breaks down deductibles, co-pays, co-insurance, MOOP, and the often-ignored non-medical expenses (travel, lost wages, childcare). You’ll learn to position our lump-sum benefits as the simple bridge over those gaps.
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Kick off your earnings education by decoding the two numbers every quote is built on: Annual Premium (AP) and the Monthly Premium draft. Learn how leadership measures production, how customers budget, and why knowing both figures keeps your pipeline—and your paychecks—flowing.
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Ready to see how that premium turns into pay? We break down First-Year Commissions, the upfront Advance, and the back-end Clearance. By the end, you’ll know exactly when—and why—the dollars land in your bank account.
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Great reps think beyond the first year. Discover the power of Renewal Commissions, team-building Override Commissions, and performance Bonuses that put extra cash (and trips) on the table long after the initial sale.
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Six steps. One seamless flow. From the first Warm-up at the door to a Referral that fills tomorrow’s schedule, we walk through Appointment Setting, Rebuttals, Presentations, and the Close—so you can turn more knocks into contracts.
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A signed policy is just the start. See how Platinum’s in-house service team handles claims while you stay in the field, and learn follow-through habits that lock in satisfaction, referrals, and long-term renewals.

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Sharpen the four habits that separate top producers from the pack: Sharing the Need, Being Assumptive, creating a Sense of Urgency, and hitting 40 new doors a day. Apply them and watch your appointment book—and your contest points—explode.
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Not all leads—or policies—are created equal. Learn the difference between New Business, Current, Lapsed, and New Prospects, and see when to write a Conversion, Add-on, or Replacement policy. Label prospects right, and your reports (and incentives) stay crystal clear.
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Ever been stumped by “benefit period” or “ADLs”? We unpack the fine print: Restoration Benefits, Hospice, Assisted Living, Guaranteed Purchase Options, Waiting & Elimination Periods, Right to Return, Lump-Sum Benefits, and more—so you can answer any detail on the spot.
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Platinum invests big so you can travel light. Tour our custom-built field apps—Road Warrior for daily routing, Review Card for client prep, Enrollment for paper-free applications, and Reportal for real-time stats—plus Microsoft Teams, the companywide chat that keeps everyone connected and celebrating wins in seconds.
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Plug in, press play, and master every core concept of the Platinum sales system in one place. This full-length audio collection combines Episodes 1-13—from “Supplemental 101” all the way to our custom field apps—so you can binge straight through or jump to the topic you need right now. Whether you’re driving between counties or reviewing before a big week, these conversations with Sam and Alex deliver the definitions, tactics, and tech tips that turn new reps into confident producers. Add it to your playlist and keep leveling up, one episode at a time.
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*Platinum is an insurance marketer. Our products are underwritten by third-party carriers. Not all of our products are available in all states. The plans have exclusions, limitations and terms under which the plan may be continued in force. Availability, features, benefits and options may vary by state. Please call Customer Service at 1-855-637-6550 for complete details.
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If something in the audio series got you thinking—or you just want to talk through what’s available in your state—we’re here to help. No pressure, no rush. Just a real conversation with someone who listens.
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