From the ACA to level-funded plans, it can be daunting for employers to make informed selections when there are so many options available to them regarding what type of health insurance plan to offer their employees. As their trusted advisor, they will look to you to help paint a clear picture of what those options are, making it your job to put out requests for proposals or pull health insurance quotes from multiple carriers, as well as compile relevant documentation, including questionnaires, ultimately presenting all the relevant choices to your clients. In this scenario, manually entering information about each group to each carrier they are offering plans with can take a long time, becoming an arduous process. In this week’s Broker Tool Belt, we share why health insurance quoting software will help you boost efficiency, increase enrollments, and make your groups more profitable so that you can keep moving your business forward to define the next normal.
Let’s imagine this situation. You meet with a prospective client and you collect all the necessary information to put together a quote. When the quote is ready, you try to get together with the prospect to review it, but you keep missing each other. Does this sound familiar? Every health insurance broker dreads this situation. While prospects take time to consider all their options, it’s crucial for you to stand out. Sales calls and emails are overly used methods, but there is a format to present quotes that is starting to break through. In this week’s post, we share why presenting insurance quotes on video should be part of your strategy to sell insurance.