How to Streamline Your Insurance Sales Process

Are you having trouble staying organized, meeting your personal and career goals, or modernizing your sales methods? Perhaps you’re in a good spot, but you want to increase your insurance sales. If any of those sound like you, it’s time to streamline your insurance sales process!

We’ve done the research and talked to the industry professionals, now it’s time to share those golden nuggets of knowledge with you. Keep reading to make the most of technology, create insurance strategies, set attainable goals, and more!

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Integrity’s Suite of Solutions

MedicareCENTER

Starting with the most effective tool you can use to vamp up your sales process — your best automated business partner is a customer relationship management (CRM) system.

MedicareCENTER is a CRM created in-house by our partners at Integrity. This client management platform helps to keep you organized and productive by enabling:

• Lead and client record management
• Side-by-side plan comparison
• Quoting and enrollment capabilities
• Compliant inbound and outbound call recording
• Scope of Appointment (SOA) and eApplication collection
• Add, view, and export submission of enrollment applications to carriers
• On-demand recommendations and client categorization through Ask Integrity
• Client insight through AI-powered prompts using Ask Integrity Digital Assistant
• Automated direct communications to individual clients and groups with Client Connect

Explore the automation and tools MedicareCENTER has to offer

“A CRM works for you, not the other way around. Get comfortable with the system you’re using. If you don’t have a CRM, pick one and stick with it for at least one year. Use your CRM tool daily to maximize its effectiveness.

MedicareCENTER can remind you of small things, like a client’s birthday or can help with more complex tasks like running reports. Familiarizing yourself with the CRM is the most impactful way to make changes.

To streamline your process and make changes, it’s about creating patterns. Once tasks are automated, things are organized and scheduled, you have more time to interact with clients and make more sales.” — Damon Logan, Sr. Sales Specialist at Ritter

PlanEnroll

It’s important for agents to have an online presence. People often search the internet for information when making decisions. They expect fast and accurate results, especially in this day and age. That’s why we suggest taking advantage of your free PlanEnroll website, available through Integrity. This is a consumer-facing, CMS-compliant, and personalized website for agents. Making it easier for prospects to find and contact you online. This site features your profile picture, years of experience, contact information, a personalized URL, and more.

See what else your personal PlanEnroll website can offer

By sending the link to your PlanEnroll site to your clients, they can create a PlanEnroll profile using Client Sync. On their profile, they can enter their health information, including their prescriptions and health conditions, view product types, and submit an SOA to compare plans with you. Collect SOAs and let your consumers freely see quotes and compare plans all conveniently in one place.

Using tools like MedicareCENTER and PlanEnroll helps you keep all your information organized and easily accessible. Ultimately, by promoting PlanEnroll to your clients, you can empower them to take action and streamline their appointments, saving you time and effort!

“My best advice to any of our agents is to get familiar with tools that you’ll be using frequently, like MedicareCENTER and PlanEnroll. Remember, MedicareCENTER is our agent-facing website for call recording, sending SOAs, enrolling clients and more. PlanEnroll is your personalized website as an agent, that you can send to your clients for them to enroll themselves in plans. If you have any questions about using MedicareCENTER, I highly recommend taking the time to watch this video from Jimmy Weber: MedicareCENTER Quick Start Video or reach out to your sales representative!” — Jada Morthland, Agent Sales Advisor at Ritter

Ask Integrity

Prepare for your client appointments with Ask Integrity. This is the industry’s first AI-powered digital assistant. Available to registered agents in MedicareCENTER or the Integrity app for agents. Ask Integrity can provide agents with appointment summaries, client notes, recorded call summaries, plan recommendations, and more, all on demand. All you have to do is ask.

With Ask Integrity agents can also filter through their clients using shopper tags. These tags sort your clients into three categories that pertain to a client’s level of plan disruption, Gold Tag, Royal Blue Tag, and Navy Tag. For example, Gold Tag clients are experiencing the highest level of disruption, making it a priority to get them scheduled for an appointment to review their coverage with you.

Using Ask Integrity as your digital assistant can save you hours of work, giving you more time to spend with your clients!

Learn more about Ask Integrity

Stay Up to Date

Let’s say you’ve got the Integrity Suite of Solutions, but you’re still struggling to generate new sales strategies and ideas.

If you’re a busy person, you don’t have time to sit down and scour different marketing and health care sources every day. But you do have the power to change small daily habits, like the outlets you consume on social media or through newsletters.

A great way to find new ideas is by following news and marketing sources you trust. Follow news sites and carriers on social media, and of course, the Ritter blog and ASG Podcast, for updates and industry trends. That way your feed will help you stay proactive by keeping you update to what’s happening in the industry in real time. It gets your creative gears turning and can add fresh perspective to your day-to-day tasks. Changing the content you consume, even if it’s just for five minutes a day, can make a huge difference in the long run.

If you’re partnered with a field marketing organization (FMO) like Ritter Insurance Marketing, pick up the phone and call your Ritter sales specialist, who will be familiar with the target markets you’re trying to sell in and can offer feedback and tips on strategies.

Plan for Success

With your tool belt ready to go, it’s time to clear the path to your goals by setting attainable milestones along the way.

Speaking of creating habits for success, it’s easy to get carried away with big long-term goals. It’s important to break them up into smaller milestones. Create daily goals, weekly goals, monthly goals, quarterly goals, and yearly goals.

For example, a daily goal can be following up with a client, a weekly one can be to secure two Scopes of Appointment, and a monthly goal can be get [insert number] of leads. That way you won’t bite off more than you can chew. Organizing smaller goals helps your productivity. By checking off smaller attainable tasks, you can reach your career goals before you know it. You can look back on the month and see just how much you can accomplish.

Here is your action plan for this week:

• Read one post on the Ritter blog
• Follow two insurance news sources on social media or via newsletter
• Set three attainable goals for yourself, one for this week, one for this month, and one for this quarter
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Small actions can lead to big changes in your career as an insurance agent. By getting organized and streamlining your insurance sales process, you’ll have more time to build client relationships and write more business! You don’t have to do it alone! By registering with Ritter you gain access to all the tools we mentioned and our staff who are always happy to assist you!