New Health Agent Solutions

Several health insurance agents and I have started utilizing some different health insurance B2B techniques over the past few months to find out which methods are the most effective and have found some really good ways to increase our sales.  I am glad to have a place to share them with you… 
HOMETOWN

As you know, with rising gas prices the tried and true B2B methods of visiting businesses to introduce yourself and gain health insurance clients are getting more and more expensive, but this still remains a neccesity for new health insurance agents to establish their new business.  Looking at this, a group of health insurance agents that I work with started brainstorming to find the most effective methods to do this to get the most bang for our bucks with gas dollars and time investment.

The way we all were typically doing health insurance B2B was randomly driving around a town, looking for small businesses, stopping by and introducing ourselves when we came across one, handing out pamphlets and business cards, getting the owners name and number, and then calling back later or hoping to get a call.  This does work to a point but we wanted to find a way of doing it better.

Pre-Planning is the Key!

Instead of being random about your health insurance B2B marketing, plan ahead and you will see much better results.  We have found that the following steps will help you accomplish this with your health insurance B2B efforts.

1.  Set up a route with pre-targeted businesses that have to get their own health insurance.  It is as simple as using phone book yellowpages and mapquest.

2.  Pre-call the business before you ever walk through their doors.  On the call introduce yourself, tell them you help small businesses with their health insurance needs and ask to speak to the owner.  If the owner is not there, ask for their name and when they are usually there.  Next just ask if they mind you stopping by sometime later in the week to drop off some business cards and ask what time of the week/day they are the least busy.

This step gives you a name to ask when you walk through their door for and a good time to stop by.

3.  Run your health insurance B2B route.  Stop by each business and ask for the owner by name, introduce yourself and tell them that you are the one they spoke to earlier.  Get their business card first and then give them yours along with a brochure.  Ask them if you can do something better for them at less cost pertaining to their health insurance would they be interested in you calling them back.  If they say yes then you have gotten yourself a great lead.

4.  Find out a good time to call them back to descuss the details and follow up.

5.  Pens:  One agent is also handing out several pens at each stop and this has been a real hit.  People will throw away a brochure or business card but they will rarely throw away a good pen.  This health insurance agent has actually had people call him from areas many miles away from anywhere he has been doing business.  Mine are ordered and on the way…

(best rates we found are at national pen, http://www.pens.com/ )

thanks again for stopping by and hope you found this info usefull.

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