Health Insurance Sales Success Kit
Your go-to resource for generating more health insurance policyholders.
Below you’ll find useful strategies, tips, and tools to help you reach and retain more health insurance and Medicare prospects during open enrollment and throughout the year. You also need reliable technology to consistently make those connections, and make them quicker than your competitors.
We do not include information about how to get your license, partner with a General Agency, or obtain your FFM certification. Most of these resources benefit organizations with multiple professional health insurance agents that want to improve productivity, revenue, and profitability for their operations.
5 Key Strategies to Reach and Convert More Policyholders
For health insurance professionals growing their businesses with lead generation, outbound calling, and omnichannel outreach.
- Reach prospects faster with speed to lead
- Reduce calls flagged as spam
- Boost agent talk time with voicemail detection
- Improve agent efficiency with skills based routing
- Support compliance with dynamic scripting
5 Key Strategies to Reach and Convert More Policyholders
For health insurance professionals growing their businesses with lead generation, outbound calling, and omnichannel outreach.
- Reach prospects faster with speed to lead
- Reduce calls flagged as spam
- Boost agent talk time with voicemail detection
- Improve agent efficiency with skills based routing
- Support compliance with dynamic scripting
Open Enrollment and Medicare
Open Enrollment season presents the biggest opportunity of the year for generating revenue. To make the most of this short window, you need to connect with as many potential customers as possible.
How to Sell More Insurance During Open Enrollment
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Tips for Selling More Medicare Over the Phone
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Get More Policyholders During Open Enrollment
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5 Ways You Can Reach and Convert More Policyholders
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Essential Medicare Sales and Marketing Strategies
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7-Point Compliance Checklist for Selling Medicare
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Expand Your Book of Business: How to Generate More Medicare Leads
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Medicare Call Center Requirements: Support Compliance and Accelerate Sales
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Compliance in Health Insurance Sales & Marketing
When selling health insurance, you can’t afford to skimp on compliance. Learn the key things to know to help support compliance with CMS Guidelines and the TCPA
Increasing Conversations by Reaching Leads Faster
If you’re not reaching people, especially during open enrollment, you’re wasting opportunities, money, and resources. Dive into the essentials of improving the number of connections you make by lifting your contact rates. Reaching prospective policyholders when they’re most interested and before your competitors means boosting your speed to lead with the right strategies and technology.
Reach & Convert More Health Insurance Leads Faster—and First—with Speed to Lead
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Insurance Lead Generation Ideas to Reach, Convert, and Retain High Value Customers
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Mastering Insurance Lead Generation: Webinar Video & Recap
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Medicare Call Center Quadruples Contact Rate
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Dialer Technology for Insurance Sales Success
You can have the best agents, leads, and scripts, but if your dialer solution doesn’t have what it takes to reach those leads quickly and consistently, and to scale while supporting compliance, then you will lose money, agents, and policyholders.
How to Choose the Right Call Center Software
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Is VICIdial Really Free? The Hidden Costs of the Open Source Call Center Software
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Which Is Better for Outbound Sales and Lead Gen? VICIdial vs. Convoso
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Five9 vs. Convoso: A Clear-Cut Choice for Contact Rates and Conversions & Recap
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Insurance Provider Shrinks Wait Times and Triples Agent Conversations
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How Convoso Outperforms VanillaSoft® - Dial More Profitably With Convoso
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Insurance Call Center Scales by More Than 1000%
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Insurance Lead Gen Company Sees Across the Board Improvement After Switch from VICIdial; Recap
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Customer Success Stories in Insurance Sales and Lead Generation
Here from professionals in the insurance industry how Convoso helped them tackle obstacles to success and dramatically improve results that drive increased profitability.
Medicare Call Center Quadruples Contact Rate
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Insurance Call Center Scales Over 1000% with Convoso
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One Health Direct Achieves Results with Convoso Dialer
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Sales Jump Over 30% for One Health Direct After Switching to Convoso
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The Right Dialer Partner for Fast & Sustainable Growth
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From a Ford to a Mercedes - A Complete Transformation after Switching to Convoso
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Putting the Power of Productivity in Their Power Dialer
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Health Insurance Team Unlocks Speed to Lead and 30% More Sales
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Insurance Lead Gen Giant Gains Contacts, Call Quality, and Revenue With Convoso
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