Trust Building is an essential skill for independent health insurance agents. Nonetheless, it’s worth it because it’s the foundation for long-lasting and successful relationships with their clients. We’ve designed Inshura to automate many administrative tasks and streamline your daily business – so you have the time to take great care of your clients.
Here are five practical ways to build trust:
1. Transparent Communication:
Be open and honest with your clients about the policies, coverage, costs, and potential limitations of different health insurance options. Clearly explain complex terms and conditions in a way that’s easy for them to understand. Avoid jargon and use simple language to help clients make informed decisions.
2. Expertise and Knowledge:
Position yourself as an expert in the field of health insurance. Stay up-to-date with industry trends, policy changes, and new regulations. When clients see that you deeply understand the subject and can provide valuable insights, they are more likely to trust your recommendations.
3. Personalized Solutions:
Take the time to understand your client’s specific needs, preferences, and financial situations. Tailor your recommendations to their circumstances. This demonstrates that you genuinely care about their well-being and are not just pushing them toward any policy for the sake of a sale.
NOTE: Inshura simplifies custom searches for plans that address your client’s health needs.
4. Client Testimonials and References:
Sharing positive testimonials or references from satisfied clients can help build credibility. People often trust the experiences of others, especially when they can relate to their situations. Obtaining permission from happy clients to share their success stories can go a long way in establishing trust with potential clients.
5. Consistency and Reliability:
Be consistent in your interactions and follow through with your commitments. Return calls and emails promptly, meet deadlines, and provide accurate information. Demonstrating reliability and professionalism reinforces the idea that you have your clients’ best interests at heart.
Final Thoughts
Building trust takes time and effort and is an ongoing process. Be patient, listen actively to your client’s concerns, and genuinely care about their well-being. By consistently demonstrating your expertise, integrity, and commitment to their needs, you can establish a strong foundation of trust that will benefit your relationships and business in the long run.
About Inshura
Inshura is a FREE online ACA insurance tool, perfect for agents and agencies! Agents can boost their ACA and other enrollments using this easy-to-use solution for quoting, enrolling, automating renewals, and managing clients!
And inshura is CMS EDE PHASE III certified, so it automatically exchanges data directly from the Marketplace.
Inshura is fully integrated with the ACA marketplace and private carriers.
Building excitement about industry-changing technology is the key to growth. As a professional communicator, Paul turns complex, technical projects into compelling customer stories that build excitement and grow sales. And Paul’s Marketing and PR campaigns convince people to re-think & improve their business.
From Omnichannel outreach to Technical SEO, TV Advertising to Social Media, Paul connects Inshura’s message to thousands of people selectively targeted to bring about the best ROI, ensuring 3x to 5x company annual growth.
With an incredible depth of knowledge about an insurance agency’s day-to-day operations, the experience Linette gained while managing her agency is vital to our understanding of an agent’s daily needs.
Bringing more than a decade of experience to Inshura, Linette was recognized as one of the highest Medicare-producing brokerages, with special honors for Compliance and Customer Service before joining our team.
Linette’s real-world insights and ability to connect with customers are invaluable to both our development and marketing teams.
With more than twenty-five years of experience in commercial litigation, commercial transactions, and regulatory compliance, Susan, our Chief Legal Officer, oversees Inshura’s legal and compliance responsibilities.
Susan has represented many businesses in diverse but relevant fields including information technology, healthcare, insurance, and professional services. The breadth and depth of her legal knowledge and experience enables her to help Inshura stay on top in the fast-paced and growing online insurance market.
Before joining Inshura, Matthew built a very successful insurance business. The experience and insights he gained along the way translate to an ability to communicate with other insurance professionals and bring them into the Inshura family.
Under Matthew’s stewardship, Inshura has grown year-over-year, with inshura experiencing a 5x growth in health insurance sales.
Turning ideas into products is what Ashwini does best. We turn to her to take a vision and mold those ideas into viable products.
With a unique ability to work closely with multiple departments, like engineering, sales, marketing, and customer service departments, Ashwini deftly consolidates input from every department and then guides the development of successful, feature-rich, and easy-to-use solutions.
Passionate about product quality, with a customer-focused perspective, Manal leads the departmental teams to design the very best solutions.
His experience with the medical and technology industries translates into an ability to interpret and define new processes and automation strategies that bring Inshura its’ unique and efficient functionality.
With a Computer Engineering degree and later an MBA from the Wharton School of Business, Manal’s experience and leadership is proven by our rapid growth.
With a keen insight into technology, development, and business operations, Ravi is growing Inshura into a next-generation company focused on technology and the customer.
As a strategic innovator, Ravi was central to the success of multiple projects at Verisign, Portal/Oracle, and ACT TV. With decades of leadership experience in the high-tech, fintech, and logistics industries, he is expanding the scope of inshura to include AI, ML, and other new technologies.
Starting with just two people, Girish took just a few short years to build a $135 million technology company.
Mr. Panicker received his degree in Computer Science, then earned a Master of Science in Computer Science from Drexel University in Philadelphia. In 2003, Girish transformed his software skills and passion for building custom software into his own business.
Inshura is his latest innovation. An insurance quoting and enrollment platform that solves daily challenges experienced by thousands of insurance agents.
