Every insurance agent wants the upcoming Annual Enrollment Period (AEP) to be their best one yet. Integrity’s suite of sales technology solutions, which includes PlanEnroll, is available to you today to help you achieve just that!
Here are four ways this consumer-facing quoting and enrollment platform can help you succeed during AEP.
Start using PlanEnroll today by signing up with MedicareCENTER!
1. PlanEnroll’s New Client Sync Feature
Integrity’s newest technology enhancement, Client Sync, creates a focused experience for both you and your clients just in time for AEP! This feature elevates communication and simplifies the sales process by enabling clients to create a consumer PlanEnroll profile in fewer steps and submit a permission to contact and sign a Scope of Appointment (SOA) in the same process.
Client Sync will allow you to:
- Gather consumer information (personal and health information, doctors, pharmacies, etc.)
- Obtain permission to contact
- Get a signed SOA
- Stay connected with your clients
Watch this video for a closer look at Client Sync!
2. Enhanced Personalization for Your PlanEnroll Website
Your Personal Agent Website is already an effective way to connect with consumers. Now, you can highlight who you are and what you offer to stand out from other agents!
This new profile enhancement enables you to include:
- A professional headshot
- Office hours and location
- Years of experience in the industry
- A custom About Me section
- Product type specialization
- Languages you speak
Note: Your agent profile photo and About Me bio will be reviewed and approved prior to usage on the site to ensure compliance.
Additionally, your PlanEnroll personal URL (PURL) is now personalized to include your name! This will enhance your ability to market with your site and make it even easier for consumers to navigate to your PlanEnroll page.
To get started, refer to the agent user guide or check out this helpful PlanEnroll customization how-to video.
3. PlanEnroll Network Agent Lead Generating Capabilities
It’s simple to become a PlanEnroll Network Agent! Just complete a short set of training videos on Trainings.PlanEnroll.com, then create your Personal Agent Website.
Once your training is complete and you’ve set up your site, there are several ways PlanEnroll integration helps you expand your reach.
Exclusive Lead Campaigns
PlanEnroll runs national and local campaigns via both traditional and digital channels to provide exclusive and proprietarily generated leads. When creating a PlanEnroll Lead Campaign in LeadCENTER, you can specify the geographical area and lead type you’re seeking. Then, toggle to I’m Available and PlanEnroll’s lead routing engine will connect you with consumers in real time.
Leads generated from a PlanEnroll Lead Campaign are received as either phone calls routed to your MedicareCENTER phone number or data leads sent directly through MedicareCENTER’s customer relationship management (CRM) system.
Agent Selection Map
Looking to enhance your business’ visibility? Consumers, who might otherwise miss you due to large brands advertising nationally and locally, can easily find you on the PlanEnroll Agent Selection Map and initiate contact. Agents with an active PlanEnroll Lead Campaign rank higher in local search results. Even better, as a PlanEnroll Network Agent, when you create a PlanEnroll lead campaign in LeadCENTER, you get a Preferred Agent tag and are prioritized on the Agent Selection Map, found on the Find An Agent page.
Marketing Content and Materials
As a PlanEnroll Network Agent, you gain access to a variety of educational resources and co-branded marketing materials so you can connect with clients and help answer questions. These professional and compliant pieces will reflect positively on your business and have the potential to boost not only your business but also client trust and loyalty!
4. Automate Communication with Client Connect
Quickly and compliantly send messages to a full list of clients with this upcoming feature! Client Connect automates your communcation with clients via email and text message. With pre-approved and compliant templates, you can send targeted messages, directly from your client records, focused on:
- Annual Notice of Change (ANOC) receipt
- Coverage review
- Client profile sync
- Birthday messages and more!
Watch this video to get a glimpse of this feature!
Start Using PlanEnroll Today
Not registered with Ritter or Integrity’s MedicareCENTER yet? No problem – it’s quick, easy, and free!
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