Clients are likely to choose a Medicare Supplement based on financial factors like premium and long-term rate stability. But, what are carriers doing to appeal to tech-savvy agents like you?
Let’s take a look at how using e-Apps can revolutionize the way you run your business.
Finish Work Faster With Medicare e-Apps
In the past few years, we’ve seen an increase in the use of e-Apps, which simplify business for agents and their clients and expedite the issuing process.
Platforms like IntegrityCONNECT and PlanEnroll, help make digital quoting and enrollment easier for both you and your clients. IntegrityCONNECT is designed for you to quote plans, manage clients, and complete applications, while PlanEnroll is a consumer-facing tool that allows clients to review and complete applications on their own device.
Register with Ritter and get access to IntegrityCONNECT. This powerful tool will make it even easier for you to manage your business!
Instead of filling out paper forms and submitting them later, you can complete the application during the appointment by using IntegrityCONNECT whether working face-to-face or remotely.
Faster submissions often lead to:
- Quicker policy approvals
- Earlier commission payments
- More satisfied customers
Get It Right the First Time
Submitting a paper application only to realize later that something was missed can delay approvals and create extra work. Good e-Apps, like IntegrityCONNECT have fail-safes to prevent just that from happening!
They provide visual cues to indicate missing information or clarifications needed on an application. Then, after submission, you can easily track pending apps and keep your clients informed of the status of their application.
e-Apps prevent you from completing & submitting an outdated paper application. Phew!
Finally, e-Apps help you avoid the most frustrating mistake of all: completing and submitting an outdated paper application you’ve had stockpiled for too many years.
In today’s fast-paced world, companies make changes to their documentation more often than you might realize. With e-Apps, you can be confident you’re using each carriers’ latest forms.
Go Paperless for Good
One of the greatest perks of Med Supp sales is that some states allow sales over the phone to clients in any state you’re licensed and appointed in, and e-Apps can help make this possible. No wet signature required means no stocked paper that you might otherwise misplace.
Learn the basics of selling Med Supps when you download our comprehensive eBook. We make the entire process easier with tips, action steps, and marketing scripts!
Going paperless also means:
- Less paperwork to carry to appointments
- Fewer forms to organize and store
- A simple, more flexible sales process
When you don’t need to keep as many (or any) paper apps on hand, you’re doing your part to save the trees while simplifying what you need to pack for appointments.
Ultimately, the primary factor of a Med Supp sale should be how well a plan fits your client, but it doesn’t hurt when an e-App helps make that transaction easier for all parties.
Looking for more ways to simplify your sales process? Register with Ritter to access tools, carrier connections, and resources that support your Med Supp business.
Not affiliated with or endorsed by Medicare or any government agency.
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