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How Can I Organize My Online Quote Results? Q: My firm represents several individual health carriers, and a single quote request can generate hundreds of quotes! How can I help my online prospects organize and understand all the different options? — Neil Lineberger, Benefit Partners, Inc.
A: Online quoting tools are great for instantly showing your website visitors rates and plan benefits. But displaying too much information at once can be overwhelming — especially when you represent several different carriers.
Fortunately, there are a couple quick steps you can take to keep things more manageable.
Nobody needs to see 200 options when they're looking of a health insurance plan. Find out which plans are most popular. Which plans or companies are most of your prospects looking for? Which plans do most of them end up buying?
If you have a good sense of the plans that are most popular with your clients, you can add filters so only those plans are displayed in your Norvax quote engine.
Now when customers get instant quotes on your site they see a controlled list of plans — 10, 15, 20… how many you display is up to you.
You can learn how to filter out plans on your quote engine with these instructions.*
If none of the plans work out for a particular customer, you can still go into the system yourself and quote them on of your other 200 or so plans and shoot it out in an email.
Also, if you're creating more detailed proposals using the BrokerOffice tool, you can now display up to 3 plans side-by-side. This makes it easier for consumers to decide on and apply for a plan.
*Note: We recommend you “exclude” the plans you don't want to display, rather than singling out only those you want to “include”. By excluding plans, your quote engine will automatically display plan updates. This way you won't have to add new plans manually every time they're updated.
- Jeremiah Desmarais, Norvax
Questions or comments? Email him at jdesmarais@norvax.com
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