Fact Finder/Qualifying leads

[Judith Jolley]

Hey y'all! We're working on streamlining our processes and looking to see how some other agencies do things for some inspiration.

70% of our leads come from client referrals and centers of influence. When a prospect calls in, we take basic info (name, DOB, contact info, referral source) and typically either go ahead and schedule an appointment to meet or have an agent answer any questions over the phone. Our struggles with this method are entering into the presentation meeting completely blind and the inability to qualify leads and sort them to the best agent depending on that qualification (more complex cases going to more experienced agents).

Some brokers that we work with send a packet for the prospect to complete prior to scheduling. We're worried this will turn off prospects. We want to find the sweet spot in getting the necessary information, but not making it too big of a hurdle to make a sale.

Any help is greatly appreciated!!

 

[Yagents]

Waste of time to send out form ahead of time.

First - distinguish between Medicare leads vs under 65 leads.

You need the following:
birthdates
zip code
current coverage - group, IFP, STM, etc
health status (good , fair, bad)
household income - to determine APTC availability

 

[goillini52]

Hey y'all! We're working on streamlining our processes and looking to see how some other agencies do things for some inspiration.

70% of our leads come from client referrals and centers of influence. When a prospect calls in, we take basic info (name, DOB, contact info, referral source) and typically either go ahead and schedule an appointment to meet or have an agent answer any questions over the phone. Our struggles with this method are entering into the presentation meeting completely blind and the inability to qualify leads and sort them to the best agent depending on that qualification (more complex cases going to more experienced agents).

Some brokers that we work with send a packet for the prospect to complete prior to scheduling. We're worried this will turn off prospects. We want to find the sweet spot in getting the necessary information, but not making it too big of a hurdle to make a sale.

Any help is greatly appreciated!!

Many agents don't qualify, they just want to get in front of the prospect. If you sell ancillary products, then almost everyone you get in front of is a prospect.

 

[Edward Wild]

Im looking for short term healthcare, because their isn’t anything else!!
I been scam already by 3 of them
with bogus misinformation!! It is pathetic
that almost all this agents just lie to you
to try to sale you any crappy plan! Very hard to get someone you can trust!!

 

[goillini52]

Im looking for short term healthcare, because their isn’t anything else!!
I been scam already by 3 of them
with bogus misinformation!! It is pathetic
that almost all this agents just lie to you
to try to sale you any crappy plan! Very hard to get someone you can trust!!

Who are you talking to and what does your post have to do with this thread?

 

[Edward Wild]

Maybe I posted it in the wrong please !
You sound kind of miserable

 

[Edward Wild]

Maybe I posted it in the wrong please !
You sound kind of miserable

Most be a trolll

 

[goillini52]

Most be a trolll

It's obvious that you're not very bright and that English isn't your 1st language. As a matter of fact I am a Troll.

 

[Edward Wild]

A troll !! You are some dumb ass with nothing to do!! Fking loser!!

 

[Edward Wild]

I speak 3 languages you fking loser! How many you speak inbred!!