Member Conversation Support

You don’t have to navigate member conversations alone. ModernFi is here to support your team every step of the way, from preparation to live interactions.

How ModernFi can help:

• Join member meetings: A ModernFi representative can join calls or meetings with your members to help explain the Extended Insurance Account, answer technical questions, and build confidence in the product.
• Run mock calls: Practice makes perfect. ModernFi offers mock call sessions where staff can rehearse talk tracks, discovery questions, and objection handling in a safe environment before speaking with members.
• Provide coaching and feedback: After a mock or live call, ModernFi will share best practices and tailored guidance to strengthen your team’s approach.

Over time, these sessions build confidence so your staff can independently lead conversations with ease.