Health Insurance Sales Success Kit

Your go-to resource for generating more health insurance policyholders

We do not include information about how to get your license, partner with a General Agency, or obtain your FFM certification. Most of the resources on this page benefit organizations with multiple professional health insurance agents that want to improve productivity, revenue, and profitability.

Reach and Convert More Policyholders: 5 Key Strategies

For health insurance professionals growing their businesses
with lead generation and omnichannel outreach

Insurance Agents Reach and Convert More Policyholders - 5 Key Strategies​

 

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 cover that too!

Open Enrollment and Medicare Annual Enrollment

The Annual Enrollment Period and Open Enrollment Period seasons are the biggest opportunity of the year for generating revenue. During this critical time, you need to connect with as many potential customers as possible.

  • BLOG

    Health Insurance Sales Scripts: How to Craft a Winning Pitch

  • BLOG

    What You Need in a Winning Medicare Marketing Strategy

  • BLOG

    How to Sell More Insurance During Open Enrollment

  • BLOG

    Tips for Selling More Medicare Over the Phone

  • GUIDE

    Get More Policyholders During Open Enrollment

  • EBOOK

    5 Ways You Can Reach and Convert More Policyholders

  • BLOG

    Essential Medicare Sales and Marketing Strategies

  • CHECKLIST

    7-Point Compliance Checklist for Selling Medicare

  • BLOG

    Expand Your Book of Business: How to Generate More Medicare Leads

  • BLOG

    Must-Have Medicare Sales Software and Technology to Crush This Year’s Enrollment Period

  • BLOG

    The Complete 2024 AEP Checklist for Medicare Marketers and Sales Teams

  • BLOG

    How to Boost Medicare Retention with the Right Strategies and Tools and Protect Your Growth Potential

  • BLOG

    Medicare Sales Script Samples

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.

  • BLOG

    Prepare for Open Enrollment Compliance

  • CHECKLIST

    Open Enrollment Compliance Made Simple

  • BLOG

    7-Point Compliance Checklist for Medicare Sales and Marketing

  • BLOG

    Medicare Call Center Requirements: Support Compliance and Accelerate Sales

  • BLOG

    Medicare Advantage Compliance: How to Make Sure You’re Marketing Medicare by the Rules

Increasing Health Insurance Sales Conversations

If you’re not reaching people, especially during open enrollment, you’re wasting opportunities, money, and resources. Here you’ll find tips and strategies to raise the number of connections you make by increasing 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.

  • BLOG

    Health Insurance Sales Scripts: How to Craft a Winning Pitch

  • BLOG

    Reach & Convert More Health Insurance Leads Faster—and First—with Speed to Lead

  • BLOG

    Insurance Lead Generation Ideas to Reach, Convert, and Retain High Value Customers

  • VIDEO

    More Opportunities for Healthcare Coverage Sales with Convoso

  • BLOG

    Mastering Insurance Lead Generation: Webinar Video & Recap

  • BLOG

    Expand Your Book of Business: How to Generate More Medicare Leads

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.

  • BLOG

    How to Choose the Right Call Center Software

  • BLOG

    Is VICIdial Really Free? The Hidden Costs of the Open Source Call Center Software

  • BLOG

    Which Is Better for Outbound Sales and Lead Gen? VICIdial vs. Convoso

  • BLOG

    Five9 vs. Convoso: A Clear-Cut Choice for Contact Rates and Conversions & Recap

  • BLOG

    Insurance Provider Shrinks Wait Times and Triples Agent Conversations

  • GUIDE

    How Convoso Outperforms VanillaSoft® - Dial More Profitably With Convoso

  • CASE STUDY

    Insurance Call Center Scales by More Than 1000%

  • CASE STUDY

    Insurance Lead Gen Company Sees Across the Board Improvement After Switch from VICIdial; Recap

  • VIDEO

    One Health Direct Achieves Results with Convoso Dialer

Customer Success Stories in Insurance Sales and Lead Generation

Hear from professionals in the insurance industry how Convoso helped them tackle obstacles to success and dramatically improve results that drive increased profitability.

  • BLOG

    Medigap Life Triples Revenue With Convoso Automation, Caller ID Management, and Predictive Dialer

  • BLOG

    Medicare Call Center Quadruples Contact Rate

  • BLOG

    Insurance Call Center Scales Over 1000% with Convoso

  • BLOG

    Sales Jump Over 30% for One Health Direct After Switching to Convoso

  • BLOG

    The Right Dialer Partner for Fast & Sustainable Growth

  • VIDEO

    From a Ford to a Mercedes - A Complete Transformation after Switching to Convoso

  • BLOG

    Putting the Power of Productivity in Their Power Dialer

  • BLOG

    Health Insurance Team Unlocks Speed to Lead and 30% More Sales

  • BLOG

    Insurance Lead Gen Giant Gains Contacts, Call Quality, and Revenue With Convoso

  • BLOG

    Revenue Up 30%, Costs Down 60% After Insurance Agency Converts to Convoso’s Powerful Dialer

  • BLOG

    Medicare Sales Agency Doubles Contact Rates and Drives Year-Round Enrollment Records

  • BLOG

    Insurance Sales Group Unlocks New Sales Model and Accelerates Growth

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