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In today’s fast-paced market, having the right technology is crucial for staying ahead. Modern, advanced tools don’t just streamline your operations, they enable you to handle more leads and clients in the same amount of time while delivering superior customer service.
But let’s be clear: not all software solutions are created equal. In this article, we explore the top ways Quotit’s health insurance software can help independent agents and brokers like yourself enroll more clients with less effort.
3 Cutting-edge Health Insurance Software Features To Increase Enrollments
Like most agents, you are probably already using some technology to help you sell more policies, improve your processes, and increase your bottom line. Hopefully, your technology usage is well past Excel spreadsheets or address merge fields in documents.
From customer relationship management (CRM) software – and the hacks you need to know to make it sing – to marketing tools, you can choose from different solutions for your operations. Keep in mind, though, that you’ll get the most bang for your buck with an all-in-one insurance lead management system with must-have features.
At Quotit, we lead the industry with comprehensive health insurance software, and we constantly work to improve it with cutting-edge technologies that can help you succeed.
1. Personalized Health Insurance Consumer Quoting
Consumers expect personalized experiences that go far beyond adding a first name to an email, especially when they are shopping for something so significant to their well-being. The best health insurance quoting tool will match your clients with plans that suit their needs.
Quotit eliminates the guesswork, letting you deliver the shopping experience they want through a personalized quoting link. Our e-commerce consumer quoting tool intelligently matches clients with recommended plans based on their data in our health insurance CRM.
As a bonus, our system automatically credits the appropriate agents using their unique IDs, letting you say goodbye to commission disputes!
2. SMS Text Messaging for SOA and Application E-signatures
It’s probably no surprise that 97% of Americans have a mobile phone, but did you know that 94% of people over 65 have one?
Combine that statistic with the fact that 75% of consumers reply to B2C messages within 15 minutes, and you’ll see why SMS text messaging can help you connect with your leads and clients and close sales.
With Quotit, you can leverage texting for SOA and application e-signatures.
Scope of Appointment Signings
Especially during the Annual Enrollment Period (AEP), tools and features that streamline your operations are worth their weight in gold.
The Medicare Scope of Appointment (SOA) is designed to protect clients by giving them the ability to itemize the Medicare insurance products to be discussed during a meeting. It is your responsibility to collect the form either on paper, electronically, and sometimes during a recorded call.
With so many seniors using cell phones today, e-signing paperwork is a convenient service you can offer them. Allowing your clients to sign SOAs by text will enhance your AEP efficiency, and because the signature is automatically documented in your CRM, you’ll save on your paperwork burden as well.
Coming Soon: Insurance Application e-Signatures
Convenience is king, especially when you need a signature from someone. Rather than trying to catch them at your local coffee shop, you can now send an application by text. This gives your clients the ability to sign whenever and wherever they want.
You’ll appreciate a faster process and fewer delays, an improved client experience, increased client engagement, and higher conversion rates.
3. Compare and Enroll Shopping Cart Tool
Shopping online is the norm these days, so why should health insurance be any different?
Quotit’s health insurance software lets your clients compare proposed plans from different carriers to find the best ones that fit their situations. They can then add their selections to their shopping cart and view recommended medical, accidental, critical illness, dental, vision, and life insurance plans based on their selections. They can even complete a single online application to enroll in multiple plans.
The tool is great for your clients, but it’s also great for you! By automating cross-selling, you can focus on building relationships and being a trusted advisor.
More Quotit Health Insurance Software Product Updates
Our mission at Quotit is to connect licensed agents and brokers like you with tools to serve everyone's healthcare needs. We are committed to delivering the most impactful features using cutting-edge technology.
We update our products regularly to help you spend your day more efficiently, help more clients, and close more business.
Visit our Product Updates Page (and bookmark it) to learn about more of our latest features.
