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Top Ways Quotit's Insurance Software Can Help You Enroll More Clients


Reading Time: 7 Minutes

In an age when your competition is always just a quick search away, health insurance brokers and agencies face a number of challenges when it comes to closing insurance sales. On one hand, insurance sales require personalized proposals from multiple carriers. On the other hand, they also require a higher level of service that sets the agency apart from the rest of the field.

Jump down to read about how Quotit’s insurance quoting software with Streamlined Enrollment can help you do both.

The easiest way to overcome these challenges is by investing in insurance software that enables you to get more done more effectively in less time. With the right platform in place, you are able to rapidly pull many quotes from different carriers and present this information in a way that’s easy to understand. You can also easily personalize your outreach to all of your customers using automation.

That said, not all software solutions are equal. In this article, we explore the top ways Quotit’s insurance software can help agencies like yours enroll more clients faster—and with less effort.

Do You Really Need Insurance Software?

From lead generation struggles and ever-changing policies and regulations to a lack of trust in the industry and pricing competition that slices into margins, insurance agents face a slew of problems today.

At the same time, consumers are becoming more tech-savvy. Thanks to mobile devices, fast networks, and services such as Amazon, they know how easy buying things can be in today’s modern world.

Unfortunately, the insurance industry has been slow to embrace digital transformation. This, however, creates the perfect opportunity for forward-thinking insurance agencies to make smart investments in technology to become more efficient and stand out among their competitors.

One 2017 study found that 65 percent of health insurance buyers expected that buying insurance online would become the most common way to do so within the next few years. By investing in health insurance software, your agency can meet these expectations while giving your agents the tools they need to reach their full potential.

For example, the right software can take manual processes off agents’ plates while encouraging higher enrollment with client-driven shopping cart functionality. With more time on their hands, agents can then focus on other mission-critical areas of operations—and build a stronger business because of it.

Now that you have a general idea of how software can help your insurance agency, let’s drill down to the specifics.

5 Ways Quotit's Insurance Software Is Changing the Game

1. You can enroll clients online

You’ve pulled quotes, compared plans, sent proposals, and invested countless hours on the phone and over email trying to help a prospect find the perfect solution to their insurance needs. The last thing you want to do at this point is to navigate a complicated enrollment process that eats up even more of your time.

With Quotit’s insurance software, enrolling clients is seamless

The software collects all of the necessary personal information from your clients and distributes it to multiple carriers, giving agents and agencies direct access to a wider variety of products, both on and off government exchanges.

Not only do these features enable your agents to work more productively, but they also improve the customer experience. 

Customers are enrolled in their plans faster and with less effort. It’s a win-win.

2. Access simple applications for multiple policies

Suffice it to say that filling out insurance applications isn’t the most fun thing in the world. There’s a lot of important information to jot down as you cross your fingers and hope you don’t misspell something or leave any critical information out. When customers buy ancillary insurance products—such as vision, dental, and life insurance—the process gets even more chaotic.

With Quotit’s software in place, you can avoid this scenario entirely. Quotit enables you to streamline your quoting process to sell more insurance products using a single application. Again, this enables you to sell more insurance in less time while also quickly matching clients with the products they’re looking for—another win-win.

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3. Unlock side-by-side comparisons and enrollment

When you’re shopping for insurance, you want to compare as many plans as possible to determine which one gives you the most bang for your buck. Some clients might be interested in paying the lowest price they can, whereas others might be interested in shopping based on the lowest deductible. Still, other clients might want to make sure their doctors and medications are covered by the plan.

In other words, every health insurance buyer has different preferences and a different rationale for deciding which plan is right for them. Making the best choice starts with being able to easily compare plans across carriers—without that process taking up an entire day.

Quotit’s insurance software solves this problem by making it easier than ever for clients to compare benefits, rates, and providers at a glance. With more information on hand, they can make the best decision for their unique circumstances.

4. Automate emails

Research suggests that customers increasingly expect personalized experiences when they interact with businesses. This means that they want you to write their names in the emails you send them, and they also want you to serve up information that is catered to their interests—and not just the general customer.

Insurance agents are incredibly busy, so they don’t necessarily have the time to manually write emails to each client and prospect. Still, that doesn’t mean they’re incapable of personalizing their outreach in every interaction.

Using Quotit’s customer relationship management (CRM) functionality, agents can personalize every message they send to all of their clients, leveraging automation to take care of all the heavy lifting on their behalf. In return, they’re able to meet their clients’ expectations around personalization and sell more insurance products because of it.

5. Empower clients to buy on their own

These days, you can buy pretty much anything online, including houses, cars, and medicine. Shouldn’t you be able to buy your health insurance online, too?

Quotit makes it easy to empower your clients to buy insurance at their own convenience—all without leaving your website. By adding client-driven shopping cart functionality to your website, you can transform your agency into one that’s open 24/7.

Essentially, this enables you to automate selling. Even when your agents are asleep, your business is still capable of making a profit. All that needs to happen is for one-night owl to decide that they’re going to buy insurance outside of traditional business hours.

Because customers increasingly expect instant gratification, investing in this functionality is an easy way to future-proof your insurance business with a powerful software solution designed to meet clients’ expectations.

Ready to Start Increasing Your Insurance Sales?

Although the insurance industry has been slower to embrace digital transformation initiatives than many other industries, there’s a prime opportunity for agencies like yours to invest in the future and stand out among their slower-moving peers.

To capitalize on this reality, you just need to invest in the right insurance software.

We may be a bit biased, but we believe that Quotit is the perfect tool to help agencies like yours drive more insurance sales. To learn more about how Quotit’s insurance software can help your organization move faster and sell more insurance to more people—even when your team is on vacation on the other side of the world—schedule a demo today.

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