Health insurance agencies and brokerages—and, really, every small business, for that matter—are focused on landing more clients and growing their operations.
To do this, they invest in marketing and advertising, and they hire effective sales teams that focus exclusively on closing more deals.
In recent years, a seemingly endless number of software solutions have emerged, promising to make business easier for companies in all industries.
When it comes to making any sort of sale, managing prospects is tricky. You don’t want to drown them in inquiries and requests, which might cause them to find you annoying and look elsewhere. At the same time, you don’t want to be silent, which might cause them to start thinking you aren’t interested in doing business with them.
Ten or 15 years ago, simply having a website might have done the trick for insurance agencies and brokerages.
It’s no secret that healthcare costs are spiraling out of control. One recent report found that U.S. households shelled out $3.5 trillion on healthcare in 2017—an average of $10,739 per person. That’s a ton of money no matter how you slice it.
As a health insurance broker or agent, your job is to sell health insurance to as many people as possible.
To do that, you target all kinds of people—young millennials, small-business owners, HR administrators at larger organizations, self-employed individuals, and even seniors.