Live Connects + Motivated Buyers = Better Sales

Converting active leads to instant appointments is vital in today’s insurance market.  Whether you are working in this fall’s first open enrollment period outlined in the Affordable Care Act or Medicare’s annual open enrollment period, the company that converts immediate leads has an excellent advantage over its competition.

Agent Connect is a tool that helps shorten that sales cycle by connecting field agents and callers at the exact moment callers are ready to talk.  All facets of the sales process — a caller inquiry responding to a marketing piece, a convenient 3-way conference introducing field agents to interested callers, helping agents set the required scope of appointment and the appointment date – are all handled in real time using mobile devices.

Imagine the pleasure of a caller that dislikes following automated instructions on their phone or leaving voicemails. Instead, they are expertly pre-qualified by a professionally trained call agent and are then immediately transferred to a local field agent that is literally at their beck and call.  Talk about exceeding expectations!

Using Agent Connect, field agents with time between scheduled appointments indicate their availability for real-time leads via mobile device.  Meanwhile, callers responding to a marketing campaign are pre-qualified by a carrier’s call center.  If the caller wants to meet with an agent, the call center matches them with an available agent nearby and instantly connects them via a 3-way conference.  This instant communication allows agents to build an immediate rapport with callers, also shortening the sales cycle.

In this way, Agent Connect provides a seamless “hand-off” of a warm lead to agents that have signaled their availability.  Companies using Agent Connect can dispense leads in any number of ways: by top performers, round-robin or random selection.

Agent Connect is an exciting collaboration between agents, insurance carriers and call centers that significantly reduces the sales cycle and is redefining the term “insurance lead.”

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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.