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Sales

2 min read

Are You Ready to Transform Your Sales Approach?

Let's face it: traditional health insurance sales methods aren't just outdated—they're holding your team back. If your agents are still relying on CTRL+F to search through plan documents and manually piecing together information, you're operating with yesterday's tools in today's competitive market. When sales targets loom large, can you really afford to stick with inefficient approaches?

Service

2 min read

Transform Your Customer Service: The Hidden Cost of Inefficiency

The enrollment season is over, but your work is just beginning. As your customer service teams handle the influx of new members, you're juggling multiple priorities: maintaining high service levels, ensuring quality interactions, and driving member retention. While your sales teams have done their part, the pressure now falls on service to deliver an exceptional member experience.

Service

2 min read

The Right Mindset to Kick Off Successful Customer Service in the New Year

Customer service reps have been training and preparing. We’ve scaled up our teams in preparation for this influx of calls and the deluge of questions. It happens year after year, and yet somehow, we still hold our breath in anticipation for the start.

Sales

2 min read

The Silver Lining of Your Sales Season

You know how it goes this time of year - sales teams are usually in one of two boats right now. Some are popping champagne and celebrating their wins, while others are dealing with those tough conversations with management about missing their targets.

Service

2 min read

How Your Service Reps Can Maximize the Calm Before the Storm

In our world of healthcare insurance, we know the storm is coming for our customer service teams. It’s calm right now, but the craziness is not too far in the future. The smart, seasoned carriers are evaluating their approach right now and making sure they’re maximizing their efforts to be as ready as possible for the start of the year.

Sales

2 min read

Turn Lackluster Enrollments Into Huge Opportunities

There’s a temptation to relax for a little bit and take the foot off the gas pedal. We get that! It can feel good to take a breath. However, now is actually a great time to maximize your lackluster season because it’s all fresh. Make sure you debrief from the sales season so you can document everything before you forget. Yes, KPIs and metrics are going to be part of the conversation, but get intel from your team so that you have the intangible information around how the sales season went.

Service

3 min read

Think Differently to Get Game-Changing Results

If you’re looking for a way to make the upcoming year’s Q1 influx of service calls a success, you simply can’t afford to sleep on the job right now. Q3 and Q4 are incredibly important times to be building up your plan to succeed. We know how important a proactive approach can be, but we’ve also seen it with the carriers we work with.

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