qualified insurance calls

qualified insurance calls

Why Is It Important to Qualify Your Calls

Regardless of what industry you’re in, it’s vital to consistently assess your calls’ quality. This process is particularly true when trying to implement a lead generation strategy. Developing a way to qualify your calls will be an excellent indicator of whether your current plan is actually working or if any changes need to be made. This plan is something you should review internally and take the time to check with your lead generation team.

How to Qualify Insurance Calls

You can take several steps to qualify your health insurance leads. When you partner with BrokerCalls for your lead generation strategy for health insurance, we will assign you an account manager who will provide you with access to all the tools you need to make the most out of your lead generation strategy. However, there are many actions you can implement to ensure you’re qualifying your health insurance leads correctly. Keep reading to discover some of the best ways to do that.

Ask the Right Questions

Are there particular insurance clients that you’re looking to target? If the answer is yes, you must ask qualifying questions to ensure you’re able to help. For example, if you’re looking for a specific type of healthcare client, you may want to ask them about current insurance they may have, including the insurance company they work with. You may want to ask if they have taken advantage of any aspect of the Affordable Care Act. A good rule of thumb entails creating a list of qualifying questions so the BrokerCalls team can screen these clients before these phone calls are passed through to you.

Consider Putting Yourself in Their Shoes

Making an effort to relate to your clients can go a long way. For example, many people are looking for a health plan and feel overwhelmed by their options. They don’t know the first thing about enrollment periods, and they may not have any idea regarding the insurance coverage they actually need. If you have a client who fits this insurance type, taking a step back and putting yourself in their shoes talking to them about their options for a health insurance plan can be the best bet.

Suggest a Follow-up Meeting

If you’re getting the impression that some insurance leads need more time to think about this serious commitment to life insurance, health insurance or Medicare’s scope of an appointment, you may recommend a follow-up meeting. During sales calls, insurance leads may feel they know they need health coverage or health insurance but need time to think about their options. As part of selling insurance, you can suggest a follow-up meeting, so you don’t completely lose out on this lead possibility of capitalizing on this client.

At BrokerCalls, we provide our clients with a wide range of opportunities to capitalize on different types of insurance leads. From life insurance to health insurance, we focus on allowing you to work with quality leads looking to purchase a health plan now. If you’re interested in growing your company with these insurance leads, we recommend that you contact us today at (855) 268-3773. Don’t forget; you can also reach out to us through TwitterFacebookLinkedIn, and Instagram. We look forward to helping you grow your business in ways that you didn’t think were possible.

Sean d'Oliveira
Sean d'Oliveira
After graduating from the University of North Florida with a Bachelor’s Degree in Communications, Sean d’Oliveira began his career in journalism. After a decade in the industry, Sean transitioned into the world of digital marketing in 2017, where he honed his online marketing skills and copywriting expertise for various clients.

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