Each agent has their own individual ID and password to access the different plans available. Click here to view sample pages of the Agent Facing Quoting Tool. Our Medicare SeniorQuoter tool will provide your website with the ability to attract new clients and keep your current clients informed of the plans available in their area. While they're viewing plan descriptions and comparing accurate quotes, their information is being sent directly to your e-mail in real-time.
Click here to view sample pages of how it would look on your site. One of the most confusing and sometimes treacherous parts of selling insurance is choosing which insurance FMO or IMO Insurance Marketing Organization an insurance agent should contract to sell through. Contracting with the wrong upline can not only make life difficult for the agent but could possibly set him up to lose his clients, the agents under him, or future commissions if he ever decides to part ways or somehow gets on their bad side.
Leads are the life-blood of this industry, without them an agent is inconsistent with his success at best. Your email address will not be published. Submit Comment. Remember Me. Create a new account. Your information will never be shared. Top 12 Quote Engines for Insurance Agents. Agent's Review Corner. Written by Glen Shelton Glen Shelton launched Lead Heroes in after noticing a lack of quality and service among telemarketed lead providers in the insurance industry.
As president of Lead Heroes, Glen actively manages a call center with real people generating quality insurance leads. With processes designed to improve efficiency and lower costs, Glen helps maximize ROI for agents selling Final Expense life insurance and Medicare Supplements to seniors.
April 23, This also goes a long way to convince prospects you have their best interest at heart — a true fiduciary. Educating the prospect on affordable or more affordable options with actual numbers, instead of leaving it up to their imaginations to decide whether they think a particular plan is affordable in the first place.
Here are the 9 core benefits a quoting tool can provide: Lend integrity to your brand This is the most important benefit of using a quoting tool — letting the prospect know without a doubt that you are impartially shopping their options and helping them choose the plan with the most competitive rates for the benefits they want.
Collect leads on your website or Facebook page This benefit is almost inherent in every quoting tool, although agents can expect to pay more for this function. The ability to offer quotes online in return for an email address, possibly a name and phone number, enables agents to stay in contact, demonstrate follow-through, and build trust and brand awareness with the prospect over time.
As more agents use quoting tools in their practice, it will cause agents to contract with and offer more competitive and dependable companies in order to minimize the likelihood of other agents coming up behind them and replacing them. Overall, this will force the marketplace to be more competitive with their pricing — which is good for the economy as a whole. Educate consumers Quoting tools, with their variety of features, can serve as a big eye-opener to prospects — enlightening them on not only their options, but the pricing variance between companies for the same benefits, how e-apps can help save time when enrolling, and even various underwriting application questions, if the tool has that info.
Educate yourself Some quoting tools have rate histories for insurance companies and underwriting guides or calculators that an agent can use to familiarize himself with the companies that serve his niche and location. Every agent should know the top options for a given product in the state s were you sell, and quoting tools can help you solidify that knowledge. Streamline efficiency Consumers have the average attention span of a goldfish, scientists say, echoed by this Hubspot article. Stay on top of rate changes Building on benefit 6 above, quoting tools can also educate agents by helping them stay up-to-date on finding out when rate increases happen.
Cut down on tools Like I hinted at earlier, technology is advancing. The need to minimize overhead by paring down unnecessary tools is paramount to running a successful business, and choosing the right quoting tool can help you streamline your toolbox.
Cut your administration time Compare and evaluate up to beneficiaries' plans in minutes --including Medicare Part D Prescription Drug Plans. Quickly onboard and manage downline producers Tame your back-office headaches Manage commission payouts, lead tracking, and overhead. Contact us. Simple Setup. Better Health Insurance Sales. Learn More. Commission Management. Seamless Administration.
Flexible Reporting. Customized Carrier Solutions: Schedule a free 30 minute demo. Contact us today to learn more. How many projects had you completed? How can I request a project quote? Can you help with non-popular frameworks?
Can I see testimonials about Code agency? Individualized Support No matter how big your FMO is or how small your agency is, we tailor our support to your needs. Continued Success Trusty. Reimagining Healthcare Costs for Beneficiaries No senior should go bankrupt because of out-of-pocket healthcare costs, and we believe the millions of professionals that work with older adults are the key to achieving that dream.
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