Open enrollment is a busy time for insurance agents. You have to make sure that you are selecting the best plan options for your clients. As well as that you are staying compliant with all of the latest regulations. Luckily, several digital tools can help you manage your book of business during OEP 2023. In this blog post, we will discuss five of the most helpful Insurance Tools available right now.
Quick Thought
Whether you’re an old-school insurance agent who firmly believes in the power of a landline and a legal pad or a rookie who has more apps on your smartphone than a calendar has days in a year, you likely have one primary goal for this year’s Open Enrollment Period (OEP): More sales.
And while working the phone and making copious notes used to help fill the funnel, it’s just not enough anymore. By the same token, every new app to hit the market is probably not going to be the solution that guarantees an uptick in sales. That said, it’s tough to deny that the health insurance space is still in the midst of a monumental digital transformation. What’s more, those who adapt accordingly are likely to grow more quickly than those who don’t. Because at the end of the day, when wielded effectively, technology has a lot to offer
Organically growing leads lists, establishing client trust through transparency and consistency, and tracking the success of your marketing campaigns to the most granular levels – are but a few advantages technology can put in your hands. The trick is to know which tools to use and when to use them.
Here are 5 essential tools that can either help you get started on your digital journey or take you a few steps further if yours has already begun:
Monitoring Your Website
Insurance Tools on website is your most visible and one of your most valuable insurance marketing tools. It helps validate your business, gives your brand visibility, and can also help you bring in new leads. But to do any of those things, your website has to perform. As well as tracking it which you never can be to sure.
Along with installing Google Analytics – which can tell you how landing pages and content are performing – a monitoring tool like UptimeRobot can help keep you on top of the site’s overall health. The free version of UptimeRobot will alert you if your website goes down, while paid plans cover everything from server response times to SSL certificate (which ensures your site is securely encrypted) status.
Shopping Cart For The User
Speaking of your website, another function it can potentially offer you is the power to give consumers 24/7 access. The ability to shop around for their plans, pull quotes, and even enroll themselves in new policies.
Quotit’s shop-and-enroll tool can be added to any website. Along with allowing customers to self-serve, the integration also allows agents to promote it in emails, social media posts, and more via a hyperlink. The tool not only offers shoppers convenience but also helps increase your website’s engagement metrics – a double win.
CRM
A Customer Relationship Management (CRM) tool is a must-have for any busy office. But a platform like Quotit that is equipped to serve the needs of an insurance agency or brokerage can be a lifesaver, especially during OEP.
A CRM with insurance-specific feature sets will not help you manage your sales process from beginning to end. You can also automate client communications about policy changes and renewals, track sales conversations, and easily access client and prospect contact and coverage details. All of which saves you time keeps you track of sales goals and helps keep you organized.
Social Media Management
Social media can be highly effective at driving traffic and increasing your brand footprint. Social media sites can also be excellent lead generation tools. But to get the marketing success you’re looking for, you need engagement. And as Shakespeare famously wrote, “aye, there’s the rub.”
Like a beloved pet, social media has to be fed and watered daily. This is the only way to get the results you’re hoping for. For busy agents hustling during OEP. Finding the time to create new content, engage with users, and track the results can be challenging. That’s where scheduling and publishing tools like Hootsuite, Sprout Social, and Buffer can come in handy. Each will allow you to pre-schedule content to deploy several times a week. As well as help keep your social media moving even when you’re busy with other tasks.
Insurance Tools Bottom Line
Unless you have an in-house graphic designer on staff. You may need some assistance creating social media content that will keep your feeds fresh. A tool like Canva or Venngage may be just the ticket. Each offers free versions, and super easy-to-use design tools and templates. These will allow you to create appropriately-sized infographics and other social media shareable. Canva also offers templates for brochures, flyers, newsletters, and more. While opening up your options to create additional marketing materials as needed.
Give us a call for more ideas on how to improve your site.