Resources

We offer a selection of resources to help you stay up to date on the latest in health insurance marketing and technology. These documents will provide you with an in-depth analysis of topics in the health care marketplace.

Guide: The Future of Teledentistry

Guide

Consumer demand for more virtual healthcare services such as teledentistry continues to rise, even as dentists grapple with how to provide quality care and insurers determine...

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Guide: Cross-selling During OEP: Increase Enrollments While Building Customer Loyalty Resource

Guide

During tough or risky economic times, not only do prices rise, but consumer spending tends to decrease. That could mean fewer new clients buying health insurance this OEP season, which...

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Guide: Social Media Marketing Do's and Don't for Insurance Agents

Guide

Our helpful guide Social Media: Do's and Don'ts Guide, offers useful tips for leveraging the social media to help grow your business.

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Guide: Insurance Sales Prospecting In a Digital World

Guide

It’s a new world for insurance agents, and prospecting is a new game with new tools and new rules. Read on for tips to help you set yourself up for success with online prospecting.

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Expanding Your Digital Footprint Guide

Guide

Our helpful guide Increasing Your Digital Footprint, offers useful tips for leveraging the internet as you grow your business, setting up your Google business profile, SEO and...

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10 Ways to Optimize Your Email Marketing

Guide

Here are 12 of our best attention-getters for upping your email game. As you prepare to get organized for OEP, save this guide to your desktop or print it out and keep it handy.

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An Insider's Guide to Increasing Medicare Sales

Guide

Selling health insurance isn’t easy by any estimation. Not only are agents and brokers asked to help clients find the best policies for their needs, but they must also abide by an...

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Guide: Finessing the Follow-up

Guide

Our guide, Follow-up Is Everything, offers tips & tools you can use to help keep the lines of communication open with your prospects, and how you can avoid sounding like a...

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Guide: Building Better Rapport Do's and Don'ts

Guide

Our guide for Building Better Rapport is packed with best practices to help you avoid snags on sales calls while building a simple process to create authentic connection with your...

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Guide: Voicemail Tips and Techniques for Sales Calls

Guide

Our guide for mastering the art of sales voicemails is full of tips and techniques that will help you make prospects sit up and take notice — including tried-and-true tactics for...

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