Build a Secure Centralized List of Clients

As the health insurance industry grows, brokers are getting an even bigger share of the profit. The growth of the Affordable Care Act (ACA) Marketplace and group insurance alternatives means brokers must be ready to diversify their client base.

By collecting client information on a secure electronic platform, brokers can prevent the duplication of data and, in turn, hold a single, accurate source.

In addition to handling individuals, groups, and Medicaid recipients, brokers also handle clients who move between the three groups. A simple solution to help manage the diverse client list and multiple programs is to invest in a platform that allows brokers to centralize all the data in one electronic location. By automating this information, brokers can keep track of and retain their clients easier and in less time.

Having a way to store client information that integrates with core processes takes the exhausting manual work out of tracking clients. A simple search allows brokers to access a client’s entire profile and streamline communication. Quick snapshots of the client base also allows brokers to easily identify clients who may quickly need additional outreach.

Invest in automated outreach that saves time and adds a personalized touch

New technology allows brokers to send personalized and frequent messages without a lot of effort. Automating and integrating a flexible platform system enables brokers to scale their communication efforts without appearing robotic.

Automated Communication with Minimal Effort

Consider developing an automated communication strategy designed to keep brokers connected to clients with minimal effort. Personalized fields and an integrated member dashboard will help brokers scale messaging.

An integrated quote tool, for example, ensures brokers are linked to enrollments. Quotes sent to prospects through an integrated platform can lead to speedy enrollments.

Plus, improve communication throughout the client journey with custom business parameters. Establish a stockpile of standard notice templates to automatically send to clients. If a client, who’s enrolled in the Marketplace, reports a change of address, a notice about next steps can be automatically sent. This allows for more member touchpoints with little to no effort from brokers during the process.

Personalization Builds Strong Relationships

Building a strong relationship with members can increase retention rates; however, cookie-cutter messaging and inconsistency can cause more harm than good.

Pair automated templates with personalized fields for easy custom messaging. The more client-specific information included in the messaging, the stronger the broker-client relationship grows. Common notice personalization fields include: name, address, current rate, past rate, number of dependents, time enrolled, next steps, broker website, and many more fields.

There are many occassions brokers can celebrate with their clients, including birthdays, job changes, and moves. These fun personalized member touchpoints can also be automated.

Integrate with Analytics

A reporting solution integrated with a broker’s client list allows for an overview of the entire client base. Brokers can identify trends, such as, when a specific type of member is likely to term, to help improve their offerings, target specific clients, and begin outreach.

A central reporting platform helps brokers get the most out of their technology. Investing in automated services should always lead to increases in enrollments and retention rates. With in-depth reporting, brokers, will be able to accurately and clearly see if their numbers are up or down.

Reporting solutions inform next steps by depicting current pain points. If 30% of potential clients are dropping off during the enrollment process, something needs to change. In the absence of key client insights, a broker won’t know how to update enrollment messaging or communicate more effectively with clients.

A customer-first philosophy is crucial when investing in new tools. A broker who has more control over the shopping and enrollment process will have a greater ability to effectively communicate with the client and provide guidance specific to their needs.

If you’re a broker looking to expand your outreach and strengthen client relationships, then Inshura is the right solution for you. Get started today!

Sky Rocket Your ACA Business With Inshura

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.


It’s FREE! Get started today.