How Today’s Technology Can Shape Tomorrow’s Success

The reality about technology is you can embrace it or hide from it, but ignoring it can be lethal.  Technology should be embraced for its potential solutions rather than shunned for its limitations.

Three contemporary examples of successful technology solutions in the insurance industry are warm lead delivery, e-applications and quote engines.  Warm lead delivery involves real time leads.  E-applications ensure an error-free application experience.  Quote engines help agents to obtain and dispense plan information quickly and effortlessly.

• Warm Lead Delivery — Warm lead delivery increases sales conversion rates by connecting beneficiaries with available agents at the moment the beneficiary is ready.   Lead distribution should be performance based and immediately identify available agents in a caller’s area.  Bloom’s Agent Connect does all of this and is available with CRM integration.

• Universal E-applications — E-applications are quicker for agents to complete than paper applications and minimizes the possibility of agent error during enrollment.  These digital applications also save processing time because the enrollment information is transferred directly into a database and does not have to be re-entered manually.   All these advantages make it vital that e-applications be available to all agents, whether they are selling online, in the field or in a call center.

• Quote Engine — A “smart” quote engine allows agents to acquire important data like plan summaries, rate schedules and comparison charts within seconds.  Quote engines allow agents to share and discuss plan information quickly and easily, without consulting an array of brochures and spreadsheets.  This empowers insurance agents to quickly transition from their role as a knowledgeable information source to competent sales professional within seconds.

Seamlessly integrating technology with internal processes makes a huge difference in whether you succeed or flounder in a dynamic environment.  Make sure your internal teams as well as your vendor partners are doing so.  Are you using today’s technological tools to improve your company’s outlook for tomorrow?

Resources

The Bloom Call Center is licensed in 48 contiguous states and offers marketing, call center and technology solutions to the health care industry.  Since 2007, Bloom has participated in over 55 million conversations about insurance products, submitted over 200,000 applications for insurance, and set over 150,000 appointments for seniors to meet with Licensed Agents.  Bloom is a proud partner of Gorman Health Group.  Click here to learn more.