Organically growing leads lists, establishing client trust through transparency and consistency, and tracking the success of your marketing campaigns to the most granular levels – these are just a few advantages technology can put in your hands. The trick is knowing which software for insurance agents is the best to use and when.
Here are 5 essential tools that can either help you get started on your digital journey or take you a few steps further if yours has already begun.
5 Tools to Improve AEP and OEP Sales in 2024
Website Monitoring
Your website is your most visible and one of your most valuable insurance marketing tools.
Installing Google Analytics can tell you how landing pages and content are performing. Google Analytics gives you actionable insights from real-time and historical data analysis across your website pages. This opens many doors for improving your website performance and generating new conversion opportunities.
These insights include:
- Search traffic and where it’s coming from
- Pages receiving the most traffic
- Predictive insights using machine learning, including when you can expect visitors to convert
- Site performance, including speed and loading times
- And many more
User Shopping Cart
Another website function you’ll need to thrive as an insurance agent is 24/7 access for consumers to shop for their own plans, pull quotes, and even enroll themselves in new policies.
Quotit does just that; our shop-and-enroll tool can be added to any website.*
Along with allowing customers to self-serve, the integration also allows agents to promote access to this feature in emails, social media posts, and more via a hyperlink. The tool not only offers shoppers convenience but also helps increase your website’s engagement metrics.
*Available with the correct Quotit subscription.
Insurance-specific CRM
A customer relationship management (CRM) tool is a must-have for any busy office. Quotit is specifically designed to serve the needs of an insurance agency or brokerage, especially during AEP and OEP. The best CRM software for insurance agents will help you manage your sales process from beginning to end. It will also let you automate client communications about policy changes and renewals, and easily access client/prospect contact and coverage details. All of which saves you time, tracks sales goals, and helps you remain organized.
Want to find out how to get the most out of your CRM? Check out tips and secrets from industry experts in one convenient guide.
Social Media Management
Social media can be highly effective at driving traffic and increasing your brand footprint. Social media sites can also be excellent lead-generation tools. But to get the marketing success you’re looking for, you need engagement.
Since social media requires consistent effort and planning, scheduling and publishing tools like Hootsuite or Sprout Social can come in handy. Each will allow you to pre-schedule content to deploy several times a week and help keep your social media moving even when you’re busy with other tasks.
Marketing Design Tools
Unless you have an in-house graphic designer on staff, you may need some assistance creating social media content that will keep your feeds fresh. A tool like Canva may be just the solution you need. Canva offers a free version with easy-to-use design tools and templates that will allow you to create appropriately sized infographics and other social media shareables.
How Quotit Can Help You Drive More Sales During the 2024 AEP and OEP
Enhanced Direct Enrollment (EDE) Dashboard
Quotit's Enhanced Direct Enrollment (EDE) solution and the all-new EDE Agent Dashboard are designed to save you time and improve efficiency, especially during the AEP and OEP for health insurance agents.
With Quotit's EDE, you can take charge of the entire application and enrollment journey without redirecting to the Marketplace website. This means faster enrollments and a smoother experience for your clients.
Quotit EDE empowers you to handle binder payments, document uploads, and application changes seamlessly.
Estimated Retail Drug Cost (EARD)
EARD is a powerful tool designed to empower you, our valued agents, with an advantage during the quoting process. With this capability, you can now offer your clients an unparalleled level of transparency when it comes to understanding their prescription drug costs.
We also offer several carriers where you can enroll directly online through our platform with the designated carrier that offers an Online Enrollment System (OES).
SMS SOA Capabilities
Give leads the ability to sign their scope of appointments and authorizations via SMS messages.
Ready To Transform How You Quote and Enroll During AEP and OEP?
Software for insurance agents should help you streamline your workload so you can focus on tasks that help increase your revenue. If you’re spending too much time trying to figure out how to use them or create workarounds to get the job done, however, the tools you’ve chosen may not be the right fit.
Quotit is made just for insurance agents and brokers and can help you save time so you can sell more. If you want to see how Quotit works and what it can do for your insurance business, book a personalized demo with us today to get started!
